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Continuity Assessment

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  • Business Continuity Plan

    Score your practice with our 10-min assessment
  • Designation Person/Authorization Levels for Succession Plan


    • Principal/equity owners – full authorization
    • Designated persons - Someone with authorization to continue business operations and/or estate matters
    • Staff – someone who will continue business operations from admin. Admin gives them access to information needed to fulfill their business operations only.
    • Contributors – works with admin/staff to continue business operations. They can be a succession partner or third-party worker.
  • Disaster/Scenarios

  • Backup office locations

  • Communication

  • Training

  • Unexpected Death, Illness, or Incapacitation

  • Retirement/Selling Practice

  • Corporation/Business Entity

  • Books, Records, Passwords

  • Factors to consider

  • For Admin/Principal For Staff/Key Personnel
    Disaster/Scenarios Planning Key Personnel Procedures
    Firm Mergers/Acquisitions Books/Records Passwords
    (Client records)
    Business/Corporation Procedures
    Testing/Remote working
    Retirement/Transfer of Personnel Business Communications
    Instructions upon Succession/Death/Incapacitation
  • Assess - How well are you prepared?

    Score: 0 /8

    Unprepared! Your business continuity plan is poorly controlled and reactive. Contact us today to help!

  • Assess - How well are you prepared?

    Score: 0 /8

    Unmanaged! Your business continuity plan is incomplete and reactive. Contact us today to help!

  • Assess - How well are you prepared?

    Score: 0 /8

    Defined. Your business continuity plan is in progress and proactive, but it's still incomplete. Contact us today to help!

  • Assess - How well are you prepared?

    Score: 0 /8

    Quantitatively Managed. Your business continuity plan is almost complete and very proactive. Contact us today to help!

  • Assess - How well are you prepared?

    Score: 0 /8

    Optimizing. Your business continuity plan is complete, comprehensive, and proactive. Remember to periodically review your plans and update them as needed. Contact us today to help!

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Compliance App

(Compliance manager for staff, teams, consultants)

Integrated with a disclosure center to transfer items to a Disclosure App

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Disclosure App


(Disclosure portals for communications with clients, staff, investors, and vendors)

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Android Mobile App Download

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iPhone Mobile App Download

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