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The Continuity Assessment

Continuity Assessment

Ten questions across five dimensions — succession, governance, stewardship, business continuity, and cross-border complexity. Approximately six minutes. Your responses are not stored.

0 / 10 answered0%

Question 01

Succession

A clearly identified successor (or succession pathway) exists for the principal leadership role.

Yes — identified, documented, and communicatedIdentified informally, not yet documentedUnder active discussionNo, this has not been addressed

Question 02

Succession

The next generation (or successor cohort) has been progressively exposed to ownership-level responsibility.

Yes — structured exposure over several yearsSome exposure, ad hocLimited exposureNone to date

Question 03

Governance

Formal governance structures (board, advisory council, family council, or equivalent) are in place and meet regularly.

Yes — multiple bodies, regular cadenceOne body, meets regularlyExists on paper, meets irregularlyNo formal governance body

Question 04

Governance

There is a written statement of intent, charter, or shared principles guiding long-term decisions.

Yes — current and referenced in decisionsExists, but rarely consultedDrafted informallyNo such document

Question 05

Stewardship

Owners and key family members share a common understanding of the purpose of the enterprise across generations.

Strong alignment, regularly revisitedGeneral alignment, rarely discussedSignificant differences in viewAlignment has not been examined

Question 06

Stewardship

The next generation has received structured education about the responsibilities of ownership and stewardship.

Yes — ongoing and formalInformal mentorship over timeOccasional conversationsNot yet addressed

Question 07

Business Continuity

Key-person dependencies (decisions, relationships, knowledge) are mapped and have documented backups.

Mapped, documented, and testedMapped, partially documentedInformally understoodNot examined

Question 08

Business Continuity

Core continuity documents (governing documents, succession instructions, authority records) are current and accessible.

All current, reviewed within the last 12 monthsMostly current, last reviewed 1–3 years agoOut of date or hard to locateDo not exist in usable form

Question 09

Cross-Border Complexity

Owners, successors, or operations are situated across more than one country or jurisdiction.

No — single jurisdictionTwo jurisdictions, well understoodMultiple jurisdictions, partially understoodMultiple jurisdictions, not formally examined

Question 10

Cross-Border Complexity

Cross-border considerations (residency, governing law, document recognition) have been reviewed by qualified counsel.

Yes — comprehensive review, recently updatedReviewed in partsReviewed once, some time agoNot yet reviewed / not applicable

Educational instrument only. Not legal, tax, accounting, insurance, or investment advice.

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