Consultation
Handover Readiness Review
Assessment of whether daily operations can run without the owner's constant involvement — covering approvals, documentation, and staff confidence.
Who this is for
Founders planning partial retirement, health leave, or delegation to a family member or general manager. Common in businesses 15+ years old where procedures exist informally but are not written down.
What you receive
A handover readiness scorecard across six areas: financial approvals, customer escalation, supplier relationships, quality checks, staff scheduling, and emergency contacts. Specific gaps with suggested documentation templates.
What is included
Interviews with the owner, intended successor, and two to three key staff. Observation of one full business day. Written report with a 90-day preparation timeline.
Next step
Discuss your succession timeline — include who would take over and when.