Key Person Risk Audit
A Key Person Risk Audit maps every job, relationship, and decision that lives inside one person in your business. We score the risk, show exactly where the business breaks if that person walks, and hand you a clear report and a build plan. This is the front door to every build we do.
What this is
An audit is a short, structured discovery process built to surface the parts of your business that have no backup. We sit with you and look at three things in detail: the jobs only one person can do, the relationships only one person owns, and the decisions only one person can make. Most owner-run businesses run on more of these than they realize. You feel it as the reason you cannot take a real vacation. A buyer sees it as the reason they will pay less, or walk.
We work with what is real, not what is documented. The org chart and the SOPs are useful, but they describe the version of the business that someone wrote down once. The audit looks at how the work actually moves day to day, who answers the calls that matter, who closes the deal, who knows the workaround when the system says no.
What lives inside one person here
We walk through your week the way it actually happens. We look at email volume, who is on the threads that decide things, who routes the leads, who handles the unhappy customer, who signs the renewals. We map who carries the relationships with your top accounts and your top vendors, because a relationship that lives in one person walks when they walk.
Then we look at decisions. Pricing exceptions. Hiring calls. The judgment moments that are not in any policy because they live in your gut. These are the hardest part of the picture and the most valuable to capture, because this is exactly what a buyer is paying for when they pay for a business that runs itself.
What we build (the deliverables)
You get a written report with a single overall risk score and zone-by-zone scores for the six areas we map: leadership and decisions, sales and pipeline, client relationships, operations and delivery, finance and back office, and knowledge and systems. The report is plain English, not a slide deck of jargon. You will know exactly which parts of your business would survive your absence and which would not.
You also get a build plan. This is the menu of work that would close the highest-risk gaps first, sized so you can decide what to build now and what to schedule. Every item on the plan is fixed scope and fixed price, quoted after the audit. You decide what to start with. You are not on a retainer and not on a clock.
How we hand it off
The audit ends with a working session. We walk you through the report, the scores, and the plan. You leave the session knowing what to do first, what to do second, and what to leave alone for now. If you decide not to work with us after the audit, you keep the report and the plan. That is the deal. The audit is genuinely useful on its own, not a sales pitch in a folder.
Questions owners ask about this build.
How long does an audit take?
Most audits run over two short working weeks. We start with an interview, do the mapping in our shop, and come back with the report and plan for a working session.
Do I have to share sensitive data?
We work inside your email, CRMs, and accounts only as much as the audit needs, and all of it is confidential, all the time. We can sign your NDA before we start.
What if I am not sure I want to sell?
The audit is just as useful for owners who want to keep the business and take a real vacation. The same risk that scares buyers is the same risk that keeps you working weekends.
What does the audit cost?
The audit is fixed scope and fixed price. We quote it before we start. There are no add-ons and no follow-on retainer.
Will the audit prove I need a build?
It will show you where the real risk is. Sometimes the answer is one focused build. Sometimes it is two or three over a year. Sometimes it is small process changes you can run yourself. We tell you what we see.
Founder Replacement Build
Capture how you work and how you decide so the business owns it.
Full Operation Build
Build the entire stack end to end, so the business runs without you in the room.
Key Person Risk Audit
The front door to every build.
AI assists the work. It does not replace professional legal, financial, tax, or medical judgment.
Ready to start with the Key Person Risk Audit?
Book the audit. We will know whether this is the right build by the end of it.
Book a Key Person Risk Audit