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The succession
readiness checklist

Twenty-eight things that decide what happens to your school when you’re ready to step back.

The succession readiness checklist

None of the twenty-eight items are unusual. Together they decide something specific: how many people are able to take your school on, and on what terms. A school that can answer most of them has options. A school that can’t usually has whoever shows up.

What’s inside

Who it’s for

Owners, founders, and boards of independent schools. You don’t need to be planning anything to use it. The same work makes an internal successor more likely to succeed, makes a lender more comfortable, and makes an accreditation review easier.

We’ll send the checklist straight away. No follow-up sequence, and we don’t share your details.