Free Diagnostic Tools

Seven tools to stress-test
your succession before it matters

Every tool here is free, takes under five minutes, and is designed to surface the specific vulnerabilities most family business founders don't know they have.

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Start Here · Most Popular
Flagship Diagnostic
The 4-Pillar Family Business Continuity Audit
Four questions, one from each continuity pillar. Delivers an instant fragility score across Founder Dependency, Lineage Governance, Shareholder Alignment, and Handoff Readiness. The fastest way to understand where your succession is most exposed.
4 Questions · 2 minutes →
Financial Tool
01
Fair vs. Equal Equity Calculator
Model what happens when an active and inactive sibling inherit identical shares. See the structural tension, the veto risk, and the financial gap — with your actual numbers.
Live Sliders · Instant Results →
Planning Tool
02
Succession Timeline Calculator
Enter your age, your retirement target, and the next generation's experience. Find out whether your succession window is realistic — and what needs to happen in each phase to make it work.
Live Sliders · Milestone Timeline →
Financial Tool
03
Business Valuation & Value-at-Risk Estimator
See your indicative enterprise value range and exactly how much of it could be destroyed by an unplanned or poorly structured succession. The number is usually larger than founders expect.
EBITDA Modelling · Sector Multiples →
Diagnostic Quiz
04
Family Governance Health Check
Eight questions across Family Council, Employment Policy, Next Generation Readiness, and Conflict Resolution. Returns a Governance Maturity Score and breakdown by dimension.
8 Questions · 4 minutes →
Legal Diagnostic
05
Shareholder Agreement Gap Analyser
Five critical clauses every family business shareholder agreement must contain. Mark which ones yours has — and see precisely what legal exposure remains open.
5 Clauses · Instant Gap Report →
Financial Modelling
06
The Cost of Inaction Calculator
Three succession scenarios modelled against your business: planned, contested, and no plan at all. The difference between the best and worst case is often the most clarifying number a founder will see.
3 Scenarios · Live Comparison →

Prefer something you can print and work through on paper?

The free 15-point Emergency 90-Day Continuity Checklist is a print-ready PDF stress-test for your desk.

Get the Free Checklist →