Business Transition Readiness Assessment™
A structured review of the business, stakeholder perspectives and supporting evidence. Identify material barriers, conflicting views and the priorities for improvement.
View the assessmentBusiness Transition Readiness
Ready to step back? Is your business ready?
Owner dependency. Leadership gaps. Conflicting expectations.
BTRA reveals what could hold up your transition—and what to fix first.
Book a confidential discussionExplore the assessmentAI enabled insight. Adviser-approved conclusions.
Who this is for
A future transition starts with today’s business.
For owners preparing to step back, family businesses planning succession, and leadership teams building continuity beyond the founder.
The BTRA offering
Assess readiness. Resolve the barriers.
Beyond a succession checklist. We test business readiness against evidence, uncover conflicting views and identify what needs to change.
Readiness improvement support
Use the approved roadmap to address the issues that could weaken business continuity or complicate a future transition. Agree the support required after the assessment.
Explore improvement supportThe readiness journey
A stronger business before a change of ownership.
Understand
Assess the business and compare stakeholder perspectives.
Prioritise
Identify material barriers and approve the roadmap.
Prepare
Address agreed gaps before a future transition.