Business Transition Risk Diagnostic
Know Your Transition Risk Before the Market Does
A 15-minute diagnostic that surfaces the transition risks most likely to affect value, continuity, or a transaction.
Receive a structured risk report across five dimensions, priority risk areas, and an optional advisory review.
Built for Both Sides of the Transaction
The same transferability risks matter whether you are preparing a business for transition or evaluating one.
For Business Owners Preparing to Exit
- Understand what buyers will find before you go to market
- Identify the dependency risks that will compress your valuation
- Enter due diligence with no surprises
For Investors Evaluating Targets
- Get a fast operational risk picture before committing to deeper diligence
- Identify hidden dependency on departing leadership
- Assess client relationship concentration and transferability risk
Five Risk Dimensions the Diagnostic Evaluates
Five dimensions show where transition risk is concentrated.
Owner Dependency
How much revenue, authority, relationships, and operations still depend on the owner.
Leadership Depth
Whether capable leaders can operate the business without the departing owner.
Client Transferability
Whether key client relationships and revenue can transfer to new leadership or ownership.
Operational Documentation
Whether critical knowledge and processes are documented and transferable.
Governance Structure
Whether decision-making can function without the founder or current owner.
Know where your transition risk exists before it matters.
Take the DiagnosticWhat You Receive
A structured report showing where transition risk is concentrated and what to address next.
Risk Score Across Five Dimensions
Separate risk scores across all five dimensions.
Priority Risk Areas Identified
The gaps most likely to affect a transition or transaction.
Estimated Transition Exposure
Where risk is concentrated and how it may affect value, terms, or continuity.
Advisory Session Included
An optional 30-minute review of your results and priorities.
The Risk Is There Whether You Measure It or Not
Surface the risks early enough to address them before a transition, sale, or diligence process does.