Protect Your Business Before It’s Too Late

Business Risk Bulletproofing: Identify & Fortify Your Weakest Links

Your business faces risks every day—some you have planned for, others you may not have through about. A lawsuit, defection of an owner or a key employee, an unexpected financial setback—each of these can destabilize even the most well-run business. The question isn’t if challenges will arise; the question is whether you’re prepared.

Studies indicate that as many as one of every two businesses will experience a major failure in their business not because of market or economic forces, but because of the consequences of unanticipated events.  That’s failure in terms of such events as bankruptcy, litigation, dissolution or a forced sale.  The Exit Planning Institute has identified these events as the Five D’s: Divorce, Disability, Death, Disagreement and Distress.

As a service to the closely held business owners that we serve, we offer an initial evaluation of the risks of your company and a summary report. We will prepare a preliminary risk analysis of your business that identifies the most critical vulnerabilities in your company’s operations, legal framework, financial structure, and ownership agreements, together with a roadmap for addressing those vulnerabilities.

The goal is simple: uncover the potential threats before they become expensive crises. Take this survey to help you understand where you should concentrate your efforts in less than five minutes.

What’s Included in Your Risk Analysis Report:

✔ Operational Risks: Are there weaknesses in your contracts, vendor agreements, or internal processes?

✔ Ownership & Management Risks: Are your shareholder, partnership, or operating agreements protecting or exposing you?

✔ Legal & Compliance Risks: Could your policies or governance structures lead to regulatory trouble?

✔ Financial Risks: Are your cash flow, debt structures, and financial controls built to withstand disruptions?

✔ People Risks: What happens if a key partner, executive, or employee leaves unexpectedly?

Why This Matters Now

A proactive evaluation today can save you from a lawsuit, financial loss, or business disruption tomorrow. Business owners who take risk management seriously not only avoid unnecessary costs but also create more valuable, resilient companies.

Limited Availability

This is an outreach service that we are offering now without charge or commitment to business owners who are serious about protecting their investment. There are no hidden costs or commitments—just a clear, actionable report outlining where your business is most vulnerable and what steps you can take. Are we interested in working further with your? Of course. But that is something that you decide.

Complete Our Business Risk Bulletproofing Evaluation Today. It will take a few minutes of your time and the results are often surprising. Or you can contact us to start working on a bulletproofing plan now, before unexpected challenges force your hand.