Don’t just sell—steward. Ensure your legacy is transferable, functional, and built on a foundation of honest dealings.
The DIY Transferability Audit: The Ultimate Test of Readiness
A successful sale requires more than a willing buyer; it requires a business that can thrive without you. Our Transferability Audit is a rigorous evaluation designed to identify the "cracks in the foundation" before you go to market.
By following the principles of the Stewardship Transition Guide, we help you move from being an owner to a successful transferor, ensuring the business is a turnkey business for the next steward.
See if you are ready: The Three Pillars of Readiness
1. Operational Independence
2. Financial & Ethical Transparency
3. Functional Continuity
A business is a legacy. Ensuring it is transferable is an act of service to your employees, your customers, and the future owner. Plus that you get paid debt service. Take a survey that provides you with a DIY Readiness Score and a start to fix any gaps before the transition begins.