Owner Dependency Diagnostic™

Your Information

Company Name

Your Name

Revenue Range

Estimated Years to Transition

Revenue Dependency

Where does revenue actually live — in the enterprise, or in you?

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Q1Are your most valuable client relationships held by the enterprise, or by you personally?

3Transfer-ReadyRelationships are enterprise-held. Multiple leaders have client access and authority.

2DevelopingSome accounts are transitioning. Owner still involved in most key relationships.

1ExposedClients prefer or expect owner involvement. Relationships are not yet transferable.

0CriticalAll major client relationships run directly through the owner. No independent client presence.

Q2Is new business development driven by your personal reputation and network, or by an enterprise system?

3Transfer-ReadyBusiness development is systematized and operates without owner involvement.

2DevelopingEmerging systems exist. Owner involved but not required for most new business.

1ExposedPipeline depends heavily on owner visibility, referrals, and personal reputation.

0CriticalAll new business traces back to the owner. No enterprise-level demand generation exists.

Decision Authority

Who actually holds the authority to decide — and does the organization follow them?

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Q3Are major decisions delayed when you are unavailable — or does the organization proceed without you?

3Transfer-ReadyAuthority is delegated and documented. Decisions proceed without owner confirmation.

2DevelopingMost decisions proceed. A few significant ones still require owner input.

1ExposedLeadership waits. Significant decisions queue until owner is available.

0CriticalAll decisions flow through the owner. No meaningful decision authority exists below owner level.

Q4Is there a clear second-in-command with documented authority whom the organization already follows without needing your confirmation?

3Transfer-ReadyRole defined, authority documented. Organization follows without owner confirmation.

2DevelopingPerson identified and respected. Authority scope not fully defined or documented.

1ExposedSomeone is informally known as next-in-line. No formal authority. Organization defers to owner.

0CriticalNo second-in-command exists in any meaningful form.

Operational Architecture

Does the business run on systems — or on your knowledge and presence?

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Q5Do critical processes and institutional knowledge exist primarily in your head — or are they documented and transferable?

3Transfer-ReadyAll critical processes are documented, institutionalized, and executable without the owner.

2DevelopingDocumentation exists for most processes. A few critical areas remain founder-held.

1ExposedSignificant institutional knowledge is undocumented. Key decisions depend on founder recall.

0CriticalMost operational knowledge resides personally with the owner. Business cannot run from documentation alone.

Q6Could your leadership team run day-to-day operations for 30 consecutive days without contacting you?

3Transfer-ReadyFully tested. Operations run without owner involvement. Documented and verified.

2DevelopingProbably yes. Not formally tested. Leadership has demonstrated capability in most areas.

1ExposedPartially. Operations would proceed in some areas. Several key areas would stall.

0CriticalNo. Operational continuity requires owner involvement. Absence would create immediate disruption.

Transfer Readiness

Is the enterprise transferable — or are you the enterprise?

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Q7Would revenue materially decline if you were absent from the business for 90 consecutive days?

3Transfer-ReadyNo material impact. Revenue systems are fully independent of owner presence.

2DevelopingMinor disruption expected. Recovery likely within 30 days. Most revenue is structurally protected.

1ExposedYes. Meaningful revenue disruption expected within 30 to 60 days of absence.

0CriticalYes — immediately. Revenue disruption begins within days. Owner is the primary revenue driver.

Q8Is the business currently transferable or saleable without requiring your full continued involvement after closing?

3Transfer-ReadyEnterprise value is demonstrably independent of founder. Transfer plans documented and tested.

2DevelopingProbably transferable. Some post-close involvement expected but not required long-term.

1ExposedUnlikely without an extended earnout. Buyer would require ongoing owner involvement.

0CriticalNot transferable in current form. The business is not separable from the founder.

ODD™ v3 — Your Results

Dependency Analysis

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Domain Breakdown

What This Means for Your Transition

Your scored results will be sent securely to your ECG advisor for review.

Governance Disclosure: This diagnostic is an informational governance tool. It produces readiness indicators only — not a valuation, legal opinion, financial plan, or qualified earnings report. All implementation decisions require coordination with qualified legal, tax, financial, and transactional advisors. | ECG IP Holdings LLC | Governance Before Design™

Your Live Score

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Independence Score (0–100)

DependentIndependent

Revenue

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Decisions

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Operations

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Transfer

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Owner DependencyDiagnostic™

Your Information

Domain Breakdown

What This Means for Your Transition

Owner Dependency
Diagnostic™