Advisor Readiness Assessment

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Twelve questions, about three minutes. It scores four things separately — what you have done, how legible you are to a buyer, whether you have made the operator-to-advisor shift, and whether you could actually take a seat right now — and then tells you which one is holding you back. No email required, and nothing is sold to you at the end.

No email required. Your answers stay in your browser.

Want this in writing?

Leave your email and a Certified Chair™ will send your debrief back with a short written note on what they would look at first. A person reads it before it goes out, so allow a couple of days. Optional, and it does not sign you up to anything.

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