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

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
- The numbers a new operator or a lender asks for first, and the two that matter most
- How much of the school runs through you, and what that costs you in a transition
- The governance and paperwork that stalls more deals than price does
- What to know about the building before anyone else asks
- A simple way to score where you stand, and what to fix first
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.