CHECKLIST

Exit & Succession Readiness Checklist

Could Your Business Run Without You?

You do not need to be selling your business to benefit from making it less dependent on you.

Use this practical checklist to review owner dependence, financial visibility, leadership, systems, commercial risk and future options.

This is a Leask self-diagnostic framework designed to help management identify areas for further investigation. It is not an external benchmark. It is not a valuation. It is not a formal sale-readiness assessment or a guarantee of business value or transferability.

Answer each question:

Your result will highlight the areas that appear strongest and the dependencies worth addressing first.

Exit & Succession Readiness Checklist
  • Owner Dependence
  • Financial Visibility
  • Team & Leadership
  • Systems & Processes
  • Customers & Commercial Risk
  • Governance & Future Options
  • Step 7

Step 1 of 6 — Owner Dependence

Answer each question No, Partly or Yes.


A stronger business gives the owner more choices.

Sell it. Pass it on. Bring in leadership. Step back. Or simply stop being the person everything depends on.

The preparation is valuable whichever route you ultimately choose.

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