The biggest wealth transfer in history is happening now. The question isn't whether opportunity exists — it's whether you're positioned to acquire it. This scorecard shows you exactly where you stand across capital, contracts, and exit readiness — and what to fix first.
Looking at how to use AI? Explore the separate AI Readiness Assessment and hub →
Educational self-assessment built on SBA/lender, procurement, and exit-readiness frameworks. Not financial, legal, or investment advice. No financing outcome is guaranteed.
Turn your scorecard into a more detailed review and a practical action plan.
For business owners
An auto-scoring Excel workbook across eight business pillars, with action planning, a 38-page playbook, and a printable checklist.
$47USD · Digital download
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Educational resources only. No financing or business outcome is guaranteed.
Brian Kennedy Jr, M.Ed serves as Entrepreneur Ecosystem Executive Director in small business capital, working with businesses across CA, AZ and NV. SBA 504 for buildings and major equipment; 7(a) for acquisitions, working capital, and changes of ownership.
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