Legacy Stewardship Scorecard

Don't Let a Poor Exit Strategy Erase Decades of Hard Work

Culture can fracture without the right buyer

Years of trust, values, and team dynamics can unravel with the wrong transition.

Taxes can take more than expected

Without proper planning, a significant portion of your life's work goes to unnecessary taxes.

Family and key employees face unnecessary strain

Unclear transitions create confusion, conflict, and anxiety for those who matter most.

Years of sacrifice can lose their meaning

Without intentional planning, the legacy you built may not endure beyond the sale.

A business sale transfers more than ownership. It transfers the future.

A Proven Path to a Confident, Values-Aligned Exit

You've invested years, often decades, building something meaningful. You deserve advisors who honor that work.

1

Take the Scorecard

Answer 24 thoughtful questions about your readiness across 8 key dimensions of exit preparedness.

2

Get Your Result

Receive your personalized assessment: Stable, Exposed, or At Risk, with clarity on what it means.

3

Receive Guidance

Get personalized next steps matched to your stage. No pressure, just clarity.

The scorecard gave me clarity I didn't know I was missing. I thought I was ready, but I had blind spots around succession that could have cost me significantly.

MR

Manufacturing CEO $12M Revenue, Texas

What impressed me most was the focus on legacy and culture, not just the numbers. They understood that my employees' futures mattered as much as my exit price.

JK

Family Business Owner 3rd Generation, Midwest

I took the assessment expecting generic advice. Instead, I got a clear picture of where I stood and a path forward that honored what I'd built.

SL

Professional Services Founder 30+ Year Business, Florida

100% Confidential

7-10 Minute Assessment

No Obligation

Discover where you stand in under 10 minutes

Culture Financial People Leadership Operations Personal Legacy Confidence

Ready to See Where You Stand?

This comprehensive assessment evaluates your exit readiness across eight critical dimensions: Culture, Financial, People, Leadership, Operations, Personal, Legacy, and Transition Confidence.

Takes about 7-10 minutes

100% Confidential

People

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Stewardship-Driven Exit Planning & M&A Guidance

Guidelight Legacy Advisors brings together deep experience in M&A, finance, law, and family-business succession with a unifying conviction: a business isn't just an asset to sell. It's a legacy to steward.

Jason Trent Founder & President

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Common Questions

Absolutely. Your responses and contact information are kept strictly confidential. We never share your data with third parties, and all conversations are protected by professional confidentiality standards.

You'll receive your personalized score and what it means immediately. You'll also get an email with your results and recommended next steps. If you'd like to discuss your situation, you can schedule a complimentary clarity call. There's no pressure or obligation.

That's actually the ideal time to take this assessment. The most successful exits are planned years in advance. Understanding where you stand now gives you time to address gaps, optimize your business value, and prepare your team without the pressure of an imminent deadline.

We're stewardship-focused, not transaction-focused. While most advisors optimize for the highest price, we help you find the right buyer who will protect your culture, your employees, and your legacy. We believe a business isn't just an asset to sell; it's a legacy to steward.

Know Where You Stand Before You Step Away