Why This Assessment

Owners spend years preparing their businesses for transition and far less time preparing themselves. A liquidity event changes your wealth, your taxes, your estate, and your day-to-day purpose all at once. This self-assessment compares three things for each of eight personal-readiness areas: how important it is to you, how comfortable you are with your current resources, and what your actual support looks like today.

How It Works

• Three short sections: priorities, comfort with current resources, and specific support statements.
• Most questions take about 10 seconds. Total time: about 10 minutes.
• Answer for where things stand today, not where you intend to be.

The Eight Priority Areas

• Wealth Management — A financial advisory team equipped to guide a significant liquidity event.
• Tax Strategies — Proactive, transaction-experienced tax planning to mitigate the consequences of a sale.
• Estate Planning — Estate document preparation and a plan for transferring wealth across generations.
• Private Banking — Access to private banking for personal lending, credit, and cash-management needs.
• Charitable Strategies — Philanthropic planning aligned with your values that can also mitigate taxes.
• Personal Life-After — Identity, purpose, and the personal transition into the next season of life.
• Personal Insurance — Risk management and insurance coverage for a high-net-worth individual.
• Stakeholders — Alignment of family, shareholders, key leaders, and employees through a recap.

Confidentiality: Your responses are stored only in this form. Nothing is shared without your consent.

Fill in your details below to begin.

Section 1 — Your Priorities

For each area, choose how important it is to you to have it well in hand prior to a sale or recapitalization.

Section 2 — Comfort with Current Resources

For each area, rate how confident you are that your current resources are appropriately sophisticated to manage through a significant liquidity event.

Section 3 — Current Support Experience

For each statement, choose the answer that best reflects your situation today. Statements are grouped by priority area.