Owner and key-person dependency
Which relationships, approvals, decisions, and tasks depend on one individual, and what happens if that person is unavailable.
Service
Succession & Transition Readiness
Before a sale, retirement, or leadership change, make sure the business can keep running well without relying on what only one person knows.
What readiness means operationally
A transition can expose how much of the business lives in one person's memory, inbox, or spreadsheets. Readiness is about making that knowledge visible, shared, and maintained, so that the business keeps serving clients whatever happens next.
- Owner and key-person dependencies are identified.
- Essential workflows are documented in a form others can follow.
- Responsibilities and decision rights are clear.
- Vendors, software accounts, and access are inventoried.
What this service is not
Our operational readiness services do not substitute for legal advice, tax advice, a formal business valuation, brokerage services, investment advice, or transaction representation. We coordinate with your qualified professionals in those areas where needed. We do not act as your lawyer, tax adviser, appraiser, or transaction representative.
Areas we review
The scope is agreed with you. Each area below can be reviewed on its own or as part of a broader roadmap.
Process and institutional knowledge
Recurring work, client-specific steps, and the reasons behind them, written down in a form a successor can follow.
Roles and decision rights
Who is responsible for what, who signs off, and where authority sits during and after a transition.
Operational continuity
Access, backups, calendars of recurring obligations, and the steps needed to keep client work moving.
Technology and vendor dependencies
Which systems, subscriptions, and outside providers the business relies on, and who holds the credentials and contracts.
Transition readiness roadmap
A sequenced plan with owners and milestones, covering the work to do before the transition date.
How a readiness review typically runs
Timing depends on the size of the business and the transition date.
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Confirm scope
Agree on the transition context, the people involved, and what must remain in place.
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Inventory
List the processes, roles, systems, and outside dependencies that keep the business running.
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Document
Capture the essential steps in a practical format that can be maintained, not a one-time binder.
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Plan
Build a roadmap with owners, dates, and checkpoints, and coordinate with your legal and financial advisers.
Working with your other advisers
A transition typically involves attorneys, tax advisers, valuation professionals, and transaction advisers. NVSR Advisory focuses on the operational side. We share relevant operational information, with your permission, so those advisers can work from an accurate picture of how the business runs.
How readiness is measured
Readiness is measured by what can be shown: documented processes that have been tested, named owners for key tasks, and a roadmap that has been reviewed. We agree on the specific measures during scoping.
Prepare the business for its next chapter.
Share where you are in your planning and what you are most concerned about. We will help you decide what readiness work makes sense now.