CEPA Readiness Scorecard
Quantifying De-risking and Predictive Tax Alpha.
Funded Agreement
Life / DI Liquidity
Annual Valuation
Exit Math Clarity
Tax Alpha Maximizer
Process Friction Loss
$0
Est. annual NIGO cost (hrs × $150 × 10 cases × 40%)
Bequest Basis Step-up Alpha
Gain × 23.8% (20% LTCG + 3.8% NIIT)
$0
Section 1042 ESOP Alpha
Full recognition deferral (C-Corp only)
$0
Formula
P = 12% + (Score × 0.82)
Based on 88% Boomer unplanned exit failure rate
Succession AI Suite
Claude Opus (diagnostic) · Claude Sonnet (briefs) · Cloudflare Worker proxy
Readiness Scanner
8-Phase Diagnostic ✨
What you'll get
- ✓ Phase-by-phase readiness ratings (1–5)
- ✓ AI gap analysis per Coleman phase
- ✓ Priority actions ranked by urgency
- ✓ Radar chart across all 8 phases
- ✓ Copyable client-ready narrative
- ✓ Save & compare multiple runs
Running Full Diagnostic
Claude Opus analyzing all 8 phases…
Diagnostic Failed
Intermediary Briefs
COI Technical Memo + H2H Client Script ✨
Enter context above to concurrently generate
a COI Technical Memo and H2H Client Script
Succession Readiness Report
Phase Radar
Priority Actions
Phase-by-Phase Gap Analysis
Client-Ready Narrative
Longitudinal Comparison
Select up to 2 saved runs to overlay on the comparison radar.