30-Min Key-Person Risk Fit Check
(Confidential)
For 8- and 9-figure owners preparing for growth, succession, or exit.
Most owner wealth is held within the business.
But few businesses can prove the thing buyers care about most:
"Will performance hold under pressure without the owner in the room?"
Key-person dependency shows up fast in diligence.
Buyers discount what they can’t trust to run without you.
Key-person dependency can cost 15–30% of enterprise value in diligence.
On a $40M business, that’s $6–12M.
No prep required. Confidential. Owner-level
Why owners book this discussion
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Clarify whether dependency risk is material
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Understand where scrutiny will likely surface
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Reduce preventable deal friction
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Align early on stabilization priorities
What you get from the 30-minute Fit Check
By the end of this call, you will have:
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A clear read on whether key-person dependency is a real risk in your business
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The 1–2 places it is most likely showing up (people, decisions, bench, accountability)
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What a buyer would likely push on in diligence
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A recommendation on next steps, including whether the paid Snapshot is worth doing and what it should cover
If the risk is not material, we’ll tell you that directly.
If the discussion confirms material dependency risk, the appropriate next step is the Key-Person Risk Snapshot
Delivered within 10 business days of completing interviews and receiving requested materials.
Snapshot investment is scoped to organizational complexity and interview depth, and typically ranges from $25,000 to $50,000.
If it’s a fit, we’ll align on a 30–60 day stabilization plan to reduce dependency before diligence.
Start with the Fit Check. If warranted, proceed to the Snapshot.
In the Snapshot, we assess
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Key-person dependency
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Decision flow clarity
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Bench strength under pressure
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Transfer readiness
You’ll receive
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Executive Risk Playback Session
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Key-Person Dependency Risk Map
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Decision Bottleneck and Escalation Trace
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Stabilization Plan (prioritized: what to fix first)
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Written Snapshot (2-3 pages), including the buyer questions you are likely to get in diligence
Clear signals. Actionable insight.
So you can step away and the business still holds.
No prep required. Confidential. Owner-level
"The best time to reduce dependency is 3–5 years before a transaction."
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