Summit Advisory
Succession Scorecard
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How close are you? 

With so much to attend to, most owners are not aware of how close they are ... or how far they have to go ... to completing their business succession planning.
 
We've developed a simple test - the Succession Scorecard - as a way to introduce owners to some of the important factors that must be addressed in their succession planning, and as a way to measure initial readiness.
 
Follow the Succession Scorecard link below, take the test, and then - if you have any questions - give us a call.

Succession Scorecard