Succession Planning

Original price was: € 199,00.Current price is: € 0,00.


Gain clarity on the financial ramifications of succession planning, ownership transfers, transition strategies, employee retention, taxation, estate planning, exit strategies, business valuation, and liquidity solutions.

  • The finance department that needs to understand the impacts of transfer taxes on company legacy.
  • The operations manager who is interested in developing retention policies for managerial succession.
  • The legal team that wants to develop a strategic business plan for ownership transitions.
  • The accounting department that needs to protect liquid assets and ensure the proper filing for taxation purposes.
  • The HR manager striving to create an optimal exit strategy for employees.
Succession Planning
Ensuring replacements when needed

Ownership Transfers
Changes of ownership details

Transition Strategies
Smooth transition plans

Liquidity Solutions
Facilitate financial resources

As you can see, you're not asking your respondents for opinions, satisfaction or agreement. Our scientific research has shown that these are very bad fuel for algorithms. Instead, we ask for verifiable facts or -behaviour. For further reading, you can download our AMAIZE magazine dedicated to this topic or discover the scientific papers in the Resources section.

After you have downloaded this questionnaire, you can - in your Toolbox - edit, add/delete, and translate questions & answers to your liking. Clicking the "Help me PRAIORITIZE" buttons in the Toolbox activates our A.I. to help you finish your masterpiece..

Q. How have you identified replacement candidates?
  1. We have not identified anyone.
  2. We have a list of potential candidates based on existing employees.
  3. We have conducted an extensive search process and selected top prospects.

Q. How do you manage transfer negotiation?
  1. We haven't done the negotiations yet.
  2. We have an informal understanding on the transfer terms.
  3. We have a comprehensive and well-documented agreement outlining the transfer terms.
The artificial intelligence creating the questionnaires for the store has been inspired by over 11.000 whitepapers from more than 100 noted consultancy firms. Algorithms selected the 20% best papers and grouped papers from different consultancy firms into specific questionnaires. Why settle for less? Here is a summary how we did it.

If you feel you need outside support after conducting your assessment, we recommend the firms that have written the below mentioned whitepapers. Not having a paper selected does NOT mean that a firm does not give good advice.
oliverwyman2012_OW_Category Management_ENG.pdf
You will download so much more than a set of questions and answers. This questionnaire contains everything for the full consultancy experience:
  • Respondent profiles for a helicopter view of your audience.
  • A maturity model with which algorithms calculate a six times smarter improvement target (compared to when you leave that to a human).
  • Improvement suggestions (per question) how to move from one answer to another
  • Suggested follow-on projects. After all, moving your organization from A to B might require more than just doing an assessment.
This English questionnaire is also available in Dutch, French, German, and Spanish.


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