Fidea Financial Book A Call

For business owners

Is your business ready to run without you?

Six short questions on succession, key-person protection, and how much wealth your business can actually hand over to your family. Two minutes. Plain-language answers — no jargon, no sales pitch.

Score out of 18 · One personalized next step

Why owners get blindsided

The business is the plan

For many owners, decades of work sit in one asset that can't easily be turned into retirement income — especially without someone to sell or hand it to.

Key person, key risk

If the owner is also the sales, operations, and relationships department, an unexpected event can hit both the family and the business at once.

Timing beats intention

Succession works best when it's planned years ahead of the exit — not months after the decision to leave.

Straight answers

How long does the quiz take?

About two minutes. Six questions, one result, one clear next step.

Do I need to be planning my exit already?

No. Most owners who score lowest started the quiz "just curious." Knowing your readiness early is what creates options later.

What happens to my answers?

Your score and answers are saved so your follow-up conversation starts where the quiz ended — not from scratch.

Is this advice?

No — it's an educational scorecard. Personalized planning happens in a conversation with Fidea.