A starting point for owners

What would you want a transition to make possible?

A few practical questions can help you identify what matters, what needs preparation and what to discuss with an advisor.

This tool does not value your company or decide whether you should sell. It helps organize your starting point.

Your owner brief

Begin where you are

Choose broad answers below. “Not sure yet” is a useful answer to every question.

No account or email is required. Your answers are processed in this page and are not submitted automatically. You can download a copy or choose to share a summary through your email provider.

Use these questions as a worksheet

The interactive brief needs JavaScript. You can still use the questions below to prepare for a conversation or print this page.

What kind of transition are you considering?
When might you want to explore a transition?
What role would you prefer afterward?
Which outcome deserves the most attention?
How organized is your financial reporting?
Which part of the company’s future matters most to you?
Where might a handover need the most attention?

Write down your priorities and the questions you would like to explore. You do not need to have decided to sell.

Talk with ThirdSide →

What would you want a transition to make possible?

Begin where you are

Your owner brief

The priorities you brought

Where to focus first

Useful preparation

Questions for a conversation

Talk through what this means for you