Assessment Tool
Succession Planning Assessment India
Succession without a plan is not succession — it is crisis. This assessment identifies the gaps in your business continuity and succession readiness before a planned or unplanned transition.
What this assessment measures
Evaluates management depth for operational continuity, family or external successor identification and readiness, legal and shareholding structure for smooth transfer, tax-efficient succession options, and business continuity plan for sudden incapacity.
Why it matters
Over 60% of Indian family businesses fail in the second generation — not because the next generation is incompetent, but because succession was never planned. The planning gap is the problem.
The 6 dimensions we assess
- 1.Management succession — who runs operations if the founder steps back
- 2.Ownership succession — family, management buyout, or external sale
- 3.Legal structure — will, family settlement, holding company structure
- 4.Tax-efficient transfer — capital gains planning, gifting vs sale vs inheritance
- 5.Business continuity — operations for 3+ months without the founder
- 6.Stakeholder management — communication plan for employees, customers, banks
What your score means
75–100
Succession ready
Your business has a viable succession plan in place. Review and update annually as circumstances change.
50–74
Plan in progress
Some succession elements are in place but legal structure, tax planning, or successor development gaps exist.
0–49
Succession gap
No succession plan exists. IBEAN's advisory addresses the most time-sensitive element first: business continuity and management depth.
What happens next
IBEAN's Virtual CFO and legal network cover succession planning: family settlement structure, holding company design, will and testament advisory (through legal partners), and management team development for operational continuity.
Related assessments
Frequently asked questions
Additional questions? Contact the advisory team
Ready to assess your M&A Readiness?
IBEAN's Succession Planning Assessment India identifies your current position, gaps, and the highest-leverage actions to improve. Fixed-fee diagnostic. No commitment beyond that.