TRANSITION READINESS DIAGNOSTIC · CANADA

TRANSITION READINESS DIAGNOSTIC · CANADA

You built this over decades.
What happens to it when the moment comes?

You built this over decades.
What happens to it when the moment comes?

The Transferability Score gives you a quantified, research-backed view of your business’s structural readiness — and routes you to the right support before life makes the decision for you.

The Transferability Score gives you a quantified, research-backed view of your business’s structural readiness — and routes you to the right support before life makes the decision for you.

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A score, not a guess

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A map, not a verdict

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A baseline, not a deadline

Get Your Transferability Score →

Get Your Transferability Score →

See How It Works

Takes about 15 minutes. No financial documents required. Free.

Takes about 15 minutes. No financial documents required. Free.

76%

76%

of Canadian SME owners plan to exit within 10 years

CFIB Succession Tsunami, 2023

$1.5T

$1.5T

in business assets transferring to new owners through 2035

CFIB Succession Tsunami, 2023

9%

9%

of Canadian SME owners have a formal written succession plan

CFIB Succession Tsunami, 2023

THE PROBLEM

The bottleneck isn’t buyers. It’s structural readiness.

Most businesses lose significant value — or fail to transfer at all — not because they can’t find a buyer, but because they were never built to operate without their owner. Unpreparedness is the most expensive thing in business. It just charges the bill later.

Owner dependency

When the owner is the business, the business cannot be transferred. Buyers price this risk heavily — or walk away entirely.

No documented systems

Undocumented processes, informal knowledge, and verbal agreements create continuity risk that surfaces in due diligence.

Workforce fragility

Key person dependency, informal succession, and no workforce planning signal operational instability to buyers and lenders.

Unquantified readiness

Without a structured diagnostic, owners can’t see the gap. Neither can their advisors. TI makes it measurable.

HOW IT WORKS

Four steps — from diagnostic to action.

We built a structured path that does not just score your business. It connects you to the right support based on where you actually are.

1

Diagnose

Answer structured questions across three domains. About 15 minutes. Plain language. No financial documents required.

2

Evaluate

Receive your Transferability Score, tier placement, and a narrative risk summary identifying your structural constraints.

3

Engage

A Precision Assessment goes deeper — pinpointing specific risks, valuation implications, and which interventions will move your score most.

4

Navigate

Ecosystem Navigator

Based on your score and gaps, we route you to the right programs, advisors, and resources.

ECOSYSTEM CONNECTIONS

Community Futures

Business Advisory

Succession Planning

Workforce Programs

Financial Readiness

Legal Preparation

WHEN IT MATTERS

The moment usually arrives without warning.

Transition readiness is not about timing a sale. It is about whether your business can handle what comes — whenever it comes.

A health event

An illness, injury, or diagnosis does not give notice. The question is whether your business retains its value while you are not in the room.

A key employee leaves

When your operations manager, lead salesperson, or senior technician gives notice — the business loses a structural asset, not just a person.

👥

Succession conversation

A family member or partner is ready. The harder question is whether the business is documented and financially packaged to transfer well.

A lender review

Lenders and insurers read structural fragility the same way buyers do. Owner dependency and undocumented systems reduce access to capital.

A growth plateau

Revenue is stable but the business cannot scale without removing you from the centre of every decision. The growth problem and the transferability problem are the same.

An acquisition inquiry

A buyer approaches. You have no data package. Unpreparedness does not delay a sale — it discounts it.

NSERC-Funded Research · Red Deer Polytechnic · Ethics Approved

NSERC-Funded Research · Red Deer Polytechnic · Ethics Approved

THE DIAGNOSTIC

Three domains. One composite score. Precise enough to act on.

The TI scoring model is grounded in applied research on Canadian SME succession outcomes. Each domain is independently scored and weighted to reflect its relative impact on transfer success.

SRI

Succession Readiness Index

Measures whether leadership, ownership, and operational continuity are documented and structured for transition. The highest-weighted domain.

DTR

Digital and Systems Readiness

Assesses whether systems, data, and processes are documented and transferable without owner involvement.

WFP

Workforce Planning

Evaluates staff stability, key-person dependency, and whether the team can sustain performance through an ownership change.

TI Score

Composite Transferability Score

A single weighted score across all three domains. Placed in one of four tiers: Strong · Moderate · Emerging · Critical.

3 Domains

independently scored and weighted

4 Tiers

matched to actionable routing paths

15 min

to your baseline score and risk summary

COMMON QUESTIONS

What owners ask before they start.

Is this about selling my business?

No. TI measures structural readiness — whether your business can continue operating if ownership changes, for any reason. Succession, family transfer, financing, and management buyouts all require the same foundation. This diagnostic applies regardless of your exit intention.

How long does it take?

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What do I receive?

+

Is my data confidential?

+

What if my score is low?

+

Who is this built for?

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WHO IT IS FOR

Business Owners

Planning a transition within 1–10 years. Wanting a clear picture of structural risk before it becomes a problem.

Advisors & Accountants

Needing an objective baseline to anchor succession conversations. Shareable with clients as a structured first step.

Lenders & EDOs

Assessing portfolio readiness or financing eligibility. TI provides a standardized, research-backed metric.

TI

TRANSFERABILITY

INFRASTRUCTURE

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