Free Succession Ready Diagnostic
If something happened tomorrow, who would end up with the farm?
Most farming families have an idea of what should happen. Very few have it dated, written down and agreed by everyone it affects. Answer 28 questions and see where your family stands across the eight areas that decide whether a farm makes it to the next generation.
Your succession readiness
ExampleWhere the plan is most exposed
Example only: a mixed grain and sheep operation with two children, one farming. Your results will be different.
Built from the same diagnostic we've used with 150+ client businesses.
Hark Coffee
Hark Coffee
By the numbers
Everyone has a plan. Nobody has said it out loud.
The farm’s been built over decades. The kids know roughly what Mum and Dad want, Mum and Dad know roughly what the kids expect, and everyone assumes it’ll sort itself out when the time comes.
It usually doesn’t. Wills drift out of date, the child who came home to farm assumes one thing, the ones who left assume another, and retirement still depends on what the farm makes this year. Left long enough, the estate decides instead of the family.
We’ll sort it out when the time comes.
The kids know what we want.
How do we look after the ones who aren’t farming?
We can’t retire on what the farm makes.
What you get · your Succession Ready report
What the diagnostic shows you
Four things most farming families have never put on paper, worked out from your own answers.
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Your succession readiness score
One score out of 100, placed in one of four bands from At Risk to Succession Ready, with what that band means for your family.
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The red flags to deal with first
The three issues that most often derail a handover (the wills, the non-farming children and retirement income), flagged if your answers trigger them.
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Where your plan is most exposed
All eight areas scored and ranked, with a plain-English action plan for your weakest ones.
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Your next 30 days
One practical step to start with, not eight, so the conversation actually gets going.
Your results appear on screen straight away, and you can download a full PDF report to bring to the family conversation.
How it works
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Tell us about your farm
Your name, email, business name, location and farm type. Add family members if you’d like them named on your report.
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Answer a set of questions
Eight short sections, about seven minutes. There are no right answers, just honest ones. If you’re not sure, say so. That’s useful too.
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See where you stand
Your score, red flags and action plan appear on screen, ready to download as a PDF. Book a free clarity call if you want to talk them through.
Start here
What's in it for you?
Takes about seven minutes. Your results appear instantly in your browser and you can download them as a PDF. An advisor can talk them through with you if you’d like.
- See how succession-ready your farm really is, scored across the eight areas that matter.
- Find out which conversations you’ve been putting off, and which ones can’t wait.
- Get a PDF report with your priorities, red flags and next step, ready for the family conversation.
Where will your family land?
Every result falls into one of four bands.
No succession plan that could be relied on if something happened this year.
Thinking has started, but nothing exists a bank, adviser or successor could rely on.
Foundations in place, with gaps big enough to undo the work.
Strong shape. The main risk is a plan that quietly goes out of date.
What it covers
Eight areas. 28 questions. A clear picture.
Family alignment & communication
3 questionsWhether the family has openly discussed who takes over, and whether the hard topics are on the table.
The retiring generation
3 questionsWhether the older generation has a clear picture of the next ten years and is genuinely ready to hand over.
Successor readiness
4 questionsWhether a successor is identified, wants to farm, and already carries real management responsibility and risk.
Fairness to non-farming children
3 questionsWhether there’s a plan to treat the children who aren’t farming fairly, without breaking the farm.
Business reality & viability
3 questionsWhether the farm is profitable enough to carry the succession, and whether the successor’s version has been modelled.
Retirement security & lifestyle
4 questionsWhether retirement can be funded without relying on farm profit, including housing and later-life care.
Structure, ownership & legal
4 questionsWhether the wills, ownership structure and tax implications of transfers line up with the plan.
Transition pathway & process
4 questionsWhether there’s a written, dated plan, with management and ownership handed over as separate steps and reviewed over time.
Every season it’s put off, the conversation gets harder.
It takes about seven minutes to see where your family stands. Then you can decide what to do about it.
Prefer to talk it through? See how we help with farm succession planning