AI risk. Operating strength. Business value.

Understand what makes
your business resilient.

A structured assessment of AI exposure, operational durability and market resilience, for owners, buyers and advisors making consequential business decisions.

The assessment framework

Three perspectives.
One practical conversation.

AI Disruption Resilience

Protect the core value.

Consider whether AI could replace the value customers pay for, or support the people and processes delivering it.

Operational Durability

Build beyond the owner.

Examine repeatable processes, staffing, customer concentration, documentation and technology readiness.

Economic & Market Resilience

Prepare for pressure.

Review the business’s position as financing conditions, demand and wider market conditions change.

From assessment to action

The findings are the starting point.

The assessment can surface weaknesses that are difficult to see in financial results alone. Use it to focus on the work that makes the operation more durable and transferable.

  • Document critical processes and knowledge.
  • Reduce dependence on individual decision-makers.
  • Connect systems and clarify reporting.
  • Introduce automation where it strengthens the operation.

The score supports a review; it does not replace financial, legal or operational due diligence.

A useful starting point

What you should know.

What does the score measure?

It considers exposure to AI disruption, how well the business can operate through an ownership transition, and its resilience to economic and market pressure.

Is this only for businesses planning to sell?

No. Owners can use it to identify improvements before a sale is on the horizon. Buyers and advisors can use it to focus their questions and review operational risk.

Can a low score be improved?

Many gaps are practical and addressable: undocumented processes, heavy owner dependency, disconnected systems and inefficient workflows. The assessment helps establish priorities.

Does the score replace due diligence?

No. It helps focus the conversation and the review. Financial, legal and operational due diligence still matter.