Not in crisis yet? Start here.
Most companies don't call us until someone has already left. The Financial Continuity Risk Diagnostic tells you how exposed you are — before that day comes.
Every finance team has hidden single points of failure.
Most mid-market companies operate with one or two people who hold everything together — the close, the systems access, the vendor relationships, the undocumented workarounds. When that person leaves, the exposure becomes visible. By then, it's too late to prepare.
The Diagnostic is designed for companies that want to get ahead of that risk — not react to it.
A structured review across four critical areas.
Key Person Dependency
Who holds critical knowledge, access, and relationships? How concentrated is the risk in one or two individuals?
Process Documentation
Are your month-end close, reconciliation, and reporting processes documented well enough to survive a departure?
Systems & Access Controls
Is access to critical financial systems properly controlled, documented, and recoverable if the primary user is gone?
Continuity Readiness
Does your organization have a plan — even a basic one — to maintain operations through an unplanned finance leadership gap?
A clear picture of your exposure — and what to do about it.
Financial Continuity Risk Score
An overall risk rating across the four assessment areas — with clear findings and context for each.
Key Person Dependency Map
A visual map of who holds what — knowledge, access, relationships — and what happens if they leave.
Documentation Gap Analysis
A clear inventory of what is and isn't documented, with a prioritized list of what to fix first.
Systems & Access Inventory
A review of critical system access — who has it, how it's controlled, and where the gaps are.
Prioritized Recommendations
A practical action plan ranked by risk level — so you know exactly where to focus your energy.
Live Briefing with Leadership
A debrief session with your leadership team to walk through findings and answer questions.
Know your exposure before it becomes a crisis.
The Diagnostic is a fixed-scope. No long commitments. Just clarity.