The one risk you can name but can't fix.
Every advisor working a transition hits the same wall. The business runs because of one or two people, and nothing in the data room proves it will run without them. It surfaces in diligence, in deal terms, and in the price — and the only advice on offer has been that they should have started planning years ago.
A deliverable you hand your client.
Today you can flag owner dependence, but you can't do much about it. This gives you something to do about it: a structured record of the knowledge the business runs on, built while the owner is still in the building. You bring us in, we work in the background, and the client stays yours throughout.
Before the process starts
Two years out is ideal. A couple of months still works — a person needs time to absorb what they're taught, and our system learns as fast as your client can talk.
Through diligence
An organized answer to "what happens when the founder leaves" instead of a promise.
After the handoff
The buyer inherits the reasoning rather than a phone number, and your seller gets the exit they worked for — free of the calls that pull them back in.
See it before you recommend it.
Your name goes next to it, so you should see the whole thing first. Tell us the kind of situation you handle and we'll walk you through what your client receives and where it sits in your process.