01
Owner Independence
How much recurring work, approval and problem-solving still returns to the owner.
The Transferable Firm
A Praxistem Diagnostic System
Charter Access · $497
The Transferable Firm Diagnostic™
Find out how much of your business still depends on you.
Measure where essential knowledge, decisions, authority and relationships still rest with the owner—then receive a prioritized 90-day action path.
- Transferability Score
- Seven category scores
- Transferability Report
- 90-Day Roadmap
Reserve Charter Access · $497
One payment. One complete report.
No consultation, retainer or implementation service.
Self-guided and automated
No confidential uploads required
No subscription or retainer
Engagement closes at delivery
The hidden exposure
A profitable business is not always a transferable business.
A company may be established and respected while remaining dependent on the owner’s presence, memory, judgment and relationships.
If ownership became unavailable tomorrow, what would slow down, become uncertain or stop?
- Which recurring decisions still come back to you?
- What important knowledge exists only in your head?
- Who holds operating authority when you are absent?
- Which customers, vendors or advisers depend primarily on you?
- Would normal operations continue for 30 days without you?
What gets measured
Seven areas of business transferability
The Diagnostic examines whether critical work, judgment and authority belong to the firm rather than one individual.
02
Leadership Continuity
Whether another person holds the information, readiness and authority needed to lead.
03
Decision Transfer
Whether recurring decisions have a named owner, written standard and defined authority limit.
04
Operating Continuity
Whether essential work has an assigned owner, usable procedure and trained backup.
05
Knowledge Continuity
Where important experience, judgment and institutional knowledge remain concentrated.
06
Relationship Continuity
Whether important customer, vendor and professional relationships belong to the firm.
07
Financial and Governance Continuity
Whether financial information, emergency access and temporary authority remain available during an owner’s absence.
Your completed deliverable
More than a score
Your report identifies the strongest areas, the largest continuity exposures and the actions that deserve attention first.
Transferability Score
A 0–100 measurement of the firm’s present transferability condition.
Five-Level Classification
Owner-Bound, Transfer-Fragile, Transfer-Developing, Transfer-Ready or Transferable.
Category Findings
Seven scores showing where continuity exposure is concentrated.
Critical Warnings
Conditions that threaten payroll, access, customer service, authority or normal operations.
Owner-Absence Analysis
What your responses indicate would occur during a 30-day owner absence.
Approved Corrective Actions
Up to twelve controlled recommendations selected from your specific responses.
Your 90-Day Transferability Roadmap
First 30 days
Address critical access, authority and ownership gaps.
Days 31–60
Record standards and transfer knowledge and relationships.
Days 61–90
Test independent performance and verify completion.
Simple delivery
Four steps from purchase to report
No sales call, planning interview or consulting engagement.
1
Purchase access
Complete the secure Charter checkout.
2
Open the Diagnostic
Receive your private assessment link by email.
3
Answer carefully
Assess the firm’s present operating condition.
4
Receive the report
Download your scores, findings and 90-day roadmap.
Fit and boundaries
Built for established owner-led service firms
This Diagnostic fits a firm that:
- Has employees and an operating history
- Still depends heavily on its owner
- Holds important knowledge informally
- Routes recurring decisions back to ownership
- Expects the owner to reduce involvement in the future
This Diagnostic is not for:
- Pre-revenue businesses
- Solo operators without employees
- Businesses seeking an appraisal or valuation
- Companies in immediate financial crisis
- Owners expecting succession planning or implementation
First commercial release
Charter Firm access
The first ten completed firms receive the full Diagnostic, Transferability Report and 90-Day Transferability Roadmap at the Charter price.
Charter feedback will test question clarity, recommendation accuracy and report usefulness before Version 1.0 is finalized. Feedback is collected through a short automated form. Charter participation does not create consulting, implementation or continuing support.
Questions before purchase
Frequently asked questions
How long does the assessment take?
Completion time depends on your familiarity with the firm’s operating practices. Work carefully rather than rushing through the questions.
Do I need to upload confidential documents?
No. The Diagnostic asks whether required records, authority and evidence exist. Confidential company documents are not required.
Will someone interview me or call me?
No. This is a self-guided automated Diagnostic. Your results and roadmap are delivered through the completed report.
Will Praxistem implement the recommendations?
No. The report identifies and prioritizes corrective actions. Implementation belongs to the firm.
Does a high score mean the business is ready to sell?
No. Transferability is one business condition. The Diagnostic is not a valuation, appraisal or sale-readiness guarantee.
What happens after delivery?
The engagement closes when the report is delivered. There is no required follow-up, subscription, retainer or upsell.
The Transferable Firm Diagnostic™
See what the business still needs from you.
Transferability grows when knowledge, decisions, authority, operating responsibility and relationships belong to the firm.