Key Person Risk Assesment
Identify where revenue, decisions, and continuity depend on specific individuals rather than transferable structure.
Our Services
We value ideas, talent & voices of people!
Speak to one of our advisers over the phone or just submit all details and we’ll be in touch shortly!
Overview
Mukio’s Business Optimization services are designed to enhance efficiency, maximize profitability, and streamline operations. We provide data-driven strategies that help businesses identify opportunities for growth, reduce costs, and improve overall performance.
Key Services
We offer comprehensive business optimization solutions that drive sustainable success and operational excellence.
Our Approach
Key person risk isn't visible until someone gives notice or gets sick.
Most FSP principals know intuitively that certain people hold the business together — but they don't know where dependency lives, how concentrated it is, or what it costs in valuation or operational fragility.
Key Person Risk Assessment is the layer where invisible dependency becomes quantifiable and addressable.
1. Dependency Mapping: We map revenue, decision rights, client relationships, and operational knowledge to identify where concentration exists.
2. Scenario Modeling: We model what breaks when specific people step away — advisers, the principal, key ops or compliance staff.
3. Financial Impact Analysis: We quantify the valuation discount buyers will apply based on key-person dependency (typically 20–40% off practice value).
4. Mitigation Roadmap: We identify which dependencies must be addressed immediately and build a roadmap to reduce structural risk over time.
Who It’s For?
Our Key Person Risk Assessment service is built for principals who need to understand where their practice is operationally fragile.
Principals concerned about what happens if a senior adviser leaves or gets poached
Practices preparing for sale, succession, or partner entry where dependency will be scrutinized
Firms that have grown but feel increasingly fragile as more people become "irreplaceable"
Schedule a free consultation!
Contact us now to schedule a consultation.