Founder and key people
Could the business operate successfully without its founder or individuals who hold essential relationships, decisions or knowledge?
Our proprietary measurement architecture
The People Balance Sheet
Your financial accounts tell one part of the story. The People Balance Sheet examines the organisational strengths a future owner can inherit, and the dependencies that may put them at risk.
Discuss the PBS
What it reveals
What would a new owner actually inherit?
Financial due diligence examines the numbers. The People Balance Sheet looks at the organisational strengths and vulnerabilities behind them.
Leadership and bench strength
Can the management team act independently, and is there enough leadership depth to sustain the business?
Culture and governance
How are decisions made? Who takes responsibility? What dynamics shape organisational resilience?
Transferability
Which relationships, processes and know-how are embedded in the organisation, rather than dependent on individuals?
One report. Two perspectives.
Sell-side
Assess, strengthen and evidence the business before a sale, MBO, EOT or succession.
Buy-side
Identify organisational strengths, dependencies and potential integration or continuity risks before completing an acquisition.
The signature deliverable is the PBS Due Diligence Report. The introductory eight-question Stress Test is a separate, self-reported snapshot and is not a substitute for it.