Your Owner Independence Assessment Result

Your Business May Be Successful, But It Is Still Too Dependent on You

Your business may be profitable, established, and valuable.

But if customers, employees, knowledge, relationships, and important decisions still depend heavily on you, much of that value may still be attached to the owner rather than the company.

Haven’t taken the assessment yet?

Answer 12 quick questions to see your Owner Independence Score.

What Your Results Mean

The real succession question is not simply:

Who owns the company after you?

It is:

What happens to the company when you are no longer the person running it?

That can become uncomfortable when you begin looking closely.

You may recognize this:

  • 1

    Important customers expect to deal directly with you.

  • 2

    Employees rely on you for history, judgment, and decisions.

  • 3

    Key relationships exist because of your personal involvement.

  • 4

    There is no obvious person who could assume your role.

  • 5

    You know you want to step back eventually, but cannot picture how the company would function without you.

A successor would inherit a business that still requires the previous owner to make it work.

This is why profitable businesses can still be difficult to sell, transfer, or transition.

The company may have value.

But the owner’s continued involvement is still part of that value proposition.

How Puede Fixes It

Puede helps separate the operation of the business from the person who built it.

That can include:

01

Reducing Key-Person Risk

Identify the knowledge, relationships, responsibilities, and decisions concentrated in the owner or other critical individuals.

02

Management Continuity

Develop the leadership structure required to operate without the founder at the center.

03

Process and Knowledge Transfer

Move critical knowledge into systems, processes, documentation, and defined responsibilities.

04

Financial and Operational Visibility

Create reporting that allows future leadership or ownership to understand and manage the company.

05

Succession Planning

Build a practical transition plan around leadership, ownership, responsibilities, and continuity.

You do not need to know today exactly when or how you will leave.

But you do need to create a company that gives you options.

Take the Next Step

Tell us a little about your business and we’ll talk through what it would take to reduce its dependence on you.

Your Business May Have More Than One Dependency

Most owner-dependent businesses do not fit neatly into one category. Your assessment identified the issue most likely to be limiting your independence today, but other dependencies may exist alongside it.