Mid-market companies face unique continuity challenges. A structured approach ensures nothing falls through the cracks.
The Mid-Market Gap
Companies under $1M in revenue can often improvise around a continuity event. Companies over $10M typically have a CFO, an attorney, and a structured continuity plan in place. Mid-market businesses, $1M to $10M, sit in the gap. They're large enough that an unstructured response would be costly, and small enough that they often haven't formalized one.
A Four-Phase Approach
Phase 1, Assessment. We map the business's structure, key contributors, ownership, debt, and existing coverage. The output is an honest picture of where the exposures are.
Phase 2, Gap Mapping. We compare current coverage and structure to the actual continuity exposure. Gaps are quantified and prioritized.
Phase 3, Strategic Recommendations. We present a written framework with specific recommendations across key person, buy-sell, SBA, and liquidity. Each recommendation includes the why, the how, and the cost.
Phase 4, Implementation & Monitoring. We coordinate implementation with your attorney and CPA, file the documentation, and monitor compliance and performance over time.
Where to Begin
The Strategic Continuity Review is the entry point. Thirty minutes, structured, education-first, and designed to leave you with a written framework you can act on.
Schedule a Strategic Review
A 30-minute structured conversation that produces a written advisory framework, calm, educational, and built around your goals.
Book Your Strategic Review