30-Min Key-Person Risk Fit Check
(Confidential)

Why owners book this discussion

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• Clarify whether dependency risk is material

• Understand where scrutiny will likely surface​

• Reduce preventable deal friction

• Align early on stabilization priorities

 

What you get from the 30-minute Fit Check

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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

• The 1–2 places it is most likely showing up (people, decisions, bench, accountability)

• What a buyer would likely push on in diligence

• A recommendation on next steps, including whether the paid Snapshot is worth doing and what it should cover

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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

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​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.

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If it’s a fit, we’ll align on a 30–60 day stabilization plan to reduce dependency before diligence.​

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Start with the Fit Check. If warranted, proceed to the Snapshot.

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In the Snapshot, we assess

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• Key-person dependency

• Decision flow clarity

• Bench strength under pressure

• Transfer readiness

 

You’ll receive

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• Executive Risk Playback Session

• Key-Person Dependency Risk Map

• Decision Bottleneck and Escalation Trace

• Stabilization Plan (prioritized: what to fix first)

• 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.