Succession Readiness Assessment
A structured diagnostic for family businesses preparing for ownership transition, covering governance gaps, leadership capacity, and a phased handover roadmap.
Who this is for
The Succession Readiness Assessment is designed for family-owned companies with annual revenue between NT$50 million and NT$2 billion where the founder or controlling shareholder is considering a partial or full exit within the next three to seven years. It suits businesses where multiple family members hold equity, at least one potential successor has been identified, and no formal transition plan currently exists.
What you receive
This engagement produces a written readiness report covering five domains: ownership structure and share transfer mechanics, board and family governance arrangements, management succession depth, financial continuity and dividend policy, and communication protocols between generations. The report includes a prioritised action list with suggested timelines and identifies areas requiring legal or tax specialist input — though we do not provide legal advice ourselves.
Scope and process
Week 1 — Discovery: Individual interviews with the founder, each equity-holding family member, and up to three senior non-family executives. We review existing shareholder agreements, organisational charts, and any prior succession discussions documented in writing.
Weeks 2–3 — Analysis: Our team evaluates interview findings against a proprietary readiness framework developed from over forty Taiwanese family business transitions. We identify alignment gaps, undocumented assumptions, and risks that could delay or derail a handover.
Week 4 — Draft review: A facilitated family session presents preliminary findings. This is not a decision-making meeting; its purpose is to surface reactions and correct factual misunderstandings before the final report is issued.
Weeks 5–6 — Final delivery: The completed report is presented to the founder and designated family representatives, followed by a one-hour Q&A session. Optional add-on: a private briefing for the identified successor.
What is excluded
Tax structuring, legal drafting of shareholder agreements, valuation of the business, and mediation of active family disputes fall outside this engagement. We will recommend qualified professionals where needed and can coordinate introductions.
Provider
Assessments are led by a senior advisor with a minimum of twelve years in family business advisory. A research associate supports document review and interview scheduling.
Next step
Submit an enquiry through our contact page or call our Kaohsiung office. We will schedule a 45-minute introductory call to confirm scope, participant list, and start date.