Business · Continuity Review
A Structured Continuity Review for Operating Business Owners.
A 30-minute advisory conversation focused on key-person risk, buy-sell funding, SBA compliance, and the liquidity needed to keep the business operating through transition.
Who This Review Is For
- $500K to $10M in annual revenue
- Operating business with one or more owners or critical contributors
- Open to a structured, education-first advisory conversation
You'll Leave With
A continuity gap summary across key-person and ownership risk
Buy-sell funding alignment recommendations (or framework if none exists)
SBA collateral assignment guidance, where applicable
A written advisory plan to share with your CFO, CPA, or attorney
Before You Book
You don't need polished numbers, directional context is enough. Bring:
- Approximate annual revenue and ownership structure
- Existing buy-sell agreement (if any) and whether it's funded
- Outstanding SBA loans and collateral requirements, if applicable
- Names and roles of any individuals considered key-person risk
Business Continuity Review
A 30-minute structured conversation about key-person risk, buy-sell funding, and operational liquidity.
30 minutes
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This is not a sales call. It's a structured advisory review designed to deliver clarity on your business's continuity position.