The Insights You Need to Succeed
LEGACY ACADEMY
Prepare yourself for the transition journey by taking these assessments and discussing the results with us. We’ll help you sort through the implications of each.
ARE YOU READY? ASSESSMENT
10 key areas to help you determine if you’re truly ready to transition your business… or… what important things you should focus on to become prepared.
A recent study by Price Waterhouse Coopers showed that 75% of business owners regretted selling their business 12 months after closing.
WHY?
BECAUSE THEY WERE NOT PREPARED FOR WHAT RETIREMENT, OR LIFE AFTER BUSINESS, WOULD REALLY BE LIKE.
Retirement Satisfaction Predictor
33 Questions, covering 6 sections to help assess if your psychologically prepared to exit your business and be truly happy in retirement…you'll be surprised!
Together with you, we work through 3 in-depth assessments to gain a deeper understanding of your business, and personal preparedness, so we can design your transition plan while ensuring your personal, financial and business goals are all aligned.
SET FOR LIFE QUESTIONNAIRE
To prepare for our meeting, please complete this short DIY assessment which will help set the stage for a productive discussion. See if you're set.
YOUR TRANSITION PRIMER
We’ve prepared this guide so you can move forward with clear understanding of the process, pitfalls, and potential ahead.
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