Captured know‑how isn't just safer. It's worth more.
When the person who knows how you really quote, price, and keep customers is the one closest to retirement, that knowledge is worth money — and right now it isn't written down, and it isn't yours to keep. We turn it into something the business owns, before it moves on with someone. Buyers, and the advisors who help owners sell, look for exactly this: a company that can run without its most knowledgeable person is worth more than one that can't.
Could the office run for three months without your most knowledgeable person? Buyers ask exactly that — and when the answer is “yes, it's captured, and it's ours,” your business is worth more.