Description
If you’ve been meaning to “get your paperwork together” but don’t know where to start, this succession planning worksheet for small business is your next best step. It complements our most recent article, Closing the Succession Planning Gap: Key Strategies for Entrepreneurs.
The Succession Readiness QuickStart is a succession planning worksheet for small business owners who want clearer ownership, clearer authority, and fewer delays when decisions matter. Use this succession planning worksheet for small business to assign a process owner, set two decision rules, and build a one-page inventory of what you have, what you need, where it lives, and who has access—all in 30 days using our Business Quad Squad framework to Protect–Measure–Grow–Fund.
What’s inside:
- A 30-minute QuickStart to name your biggest risk, assign a process owner, and set two decision rules
- A “First 30 Days” action plan across Protect–Measure–Grow–Fund
- A one-page Succession Readiness Inventory (Have/Need/Where/Who has access)
- A 45-minute Ownership Clarity Meeting script and CoachQuad GPT prompts you can copy/paste.
Important note: This worksheet is educational and organizational in nature—not legal or tax advice.
Download the worksheet, complete the QuickStart today, and schedule your first Ownership Clarity Meeting within 7 days.
