Answer 14 questions in about 4 minutes to measure continuity risk, spot the 2–3 biggest gaps, and get a prioritized next-step action plan to protect the operation and legacy.
Find Out If Your Operation Would Survive Without You14 questions • ~4 minutes • Instant results • We'll email you a copy
Most succession planning content stays vague and turns into a legal lecture — so families delay until a health event, conflict, or tax surprise forces rushed decisions. This assessment turns continuity into a measurable risk score with prioritized next steps, so you can act in the right order (operations, ownership, taxes, and family alignment) without guessing where to start.
What the score actually measures: Operations, Decision Rights, Ownership Transfer, Liquidity & Tax Pressure, Key Person Exposure, Family Alignment.
Each pillar identifies where one gap can create downstream problems across the others.
What continuity gaps can trigger:
Focuses on continuity risks that show up in day-to-day operations, ownership transitions, and family decision-making.
You'll get a risk score and an action plan ordered by what to fix first — so you're not guessing.
Your answers are used to generate your score and action plan. We don't sell your data.
Most continuity failures do not announce themselves. They arrive as a health event, a lender call, or a family disagreement — at the exact moment the operation cannot afford a distraction.
If the primary operator is incapacitated and there is no documented succession path, lenders may accelerate notes, vendors may pull terms, and the family may face decisions they are not equipped to make — under time pressure.
When some heirs want to continue the operation and others want liquidity, the absence of a funded structure forces a negotiation at the worst possible moment. The most common resolution is a sale.
Transferring land and equipment value through a will alone — without a funded transition plan — can trigger probate delays, estate exposure, and operational gaps that a buyer will use against you at the negotiating table.
If something happened this season — would your operation keep running next week?
14 questions, about 4 minutes. You get your score and action plan on screen immediately after submitting your email. We also send you a copy so you can reference it later.
No. This is a diagnostic tool, not a sales funnel. Your score and action plan are yours to use however you want — bring them to your attorney, your CPA, or your family. If you want to talk through your results with us, there is an optional 15-minute review available after you see your score. It is never required.
Yes. An estate plan describes your wishes. A continuity plan funds them and keeps the operation running if something happens before the transition is complete. This assessment checks execution readiness — not just whether documents exist.
You see your full results immediately on screen — your risk band, your top 2–3 gaps, and your prioritized action plan. We email you a copy of the same results so you have it for later. That is it. No calls are scheduled automatically. No obligation.
Michael Gerali, CLU, ChFC participates in the Land as Your Legacy program — a national initiative focused on farm and ranch family continuity and succession planning.
Bespoke Retirement Advisors | Lakewood, CO | 1-877-237-7654 | bespokeretire.com