Seller & Buyer Assessment Bundle - Succession Planning
These assessments have been built specifically for independent financial advisors to implement a Succession Plan for their RIA. Our goal is to provide your team with a roadmap to complete the Succession Plan on your ideal timeline.
The assessments are designed by exit coaching experts at Ellevate Advisors from real-life experience of coaching advisors through internal succession plans. We have found that addressing personal goals and development alongside business action items is integral to the holistic success of the transition!
This bundle includes two comprehensive assessments – one for the seller(s) and one for the buyer(s). Each assessment includes approximately 150 questions covering 3 major categories: personal, business, and exit readiness. As you move through the assessment and rate yourself on each factor, you will receive a readiness score per category along with a Master List of outstanding action items based on where you are in the succession journey.
These assessments have been built specifically for independent financial advisors to implement a Succession Plan for their RIA. Our goal is to provide your team with a roadmap to complete the Succession Plan on your ideal timeline.
The assessments are designed by exit coaching experts at Ellevate Advisors from real-life experience of coaching advisors through internal succession plans. We have found that addressing personal goals and development alongside business action items is integral to the holistic success of the transition!
This bundle includes two comprehensive assessments – one for the seller(s) and one for the buyer(s). Each assessment includes approximately 150 questions covering 3 major categories: personal, business, and exit readiness. As you move through the assessment and rate yourself on each factor, you will receive a readiness score per category along with a Master List of outstanding action items based on where you are in the succession journey.
These assessments have been built specifically for independent financial advisors to implement a Succession Plan for their RIA. Our goal is to provide your team with a roadmap to complete the Succession Plan on your ideal timeline.
The assessments are designed by exit coaching experts at Ellevate Advisors from real-life experience of coaching advisors through internal succession plans. We have found that addressing personal goals and development alongside business action items is integral to the holistic success of the transition!
This bundle includes two comprehensive assessments – one for the seller(s) and one for the buyer(s). Each assessment includes approximately 150 questions covering 3 major categories: personal, business, and exit readiness. As you move through the assessment and rate yourself on each factor, you will receive a readiness score per category along with a Master List of outstanding action items based on where you are in the succession journey.
These assessments will be delivered in a downloadable spreadsheet form and are intended for Microsoft Excel 2021 or later, Microsoft 365 only.
They are best paired with an hourly coaching session with Lead Exit Planner Brooklyn Brock and Associate Exit Planner Tiffany Lee to dive deep dive into a “roadmap” of your prioritized action items. Schedule your 1-hr Strategy Session here!