Advisor-led diagnosticValuation‑Grade Succession
A structured advisor-led VGS assessment path that evaluates whether leadership structure, customer continuity, workflow transfer, and succession readiness support enterprise value durability. This is not an immediate self-guided questionnaire.
Who this is for
- Founder-led companies approaching transition
- Businesses with concentrated leadership control
- Organizations preparing for sale, recapitalization, or scale
- Companies where succession has not been formalized
What it evaluates
- Founder and executive dependency
- Leadership bench strength and readiness
- Succession planning and transition pathways
- Operational independence from key individuals
- Alignment between leadership structure and valuation expectations
What you receive
- A Succession Readiness Profile
- Identification of dependency risks affecting valuation
- Gaps in leadership depth and transition planning
- Clear priorities to strengthen continuity and independence
How it works
- 01Define the transition and succession context
- 02Review leadership dependency and continuity evidence
- 03Apply the VGS method to succession-related transferability risk
- 04Deliver structured findings and recommendations to improve readiness