PDC Group
An Owner Assurance Firm
THE PDC OWNER ASSURANCE PLAN™
Everything needed for owner assurance. In one place. Before it's needed.
The PDC Owner Assurance Plan™ is the primary deliverable of every PDC engagement. It transforms your business into a visible, organized, survivable, and transferable enterprise—supported by the infrastructure to keep it that way.
What Your PDC Owner Assurance Plan™ Includes
1. Owner & Business Profile
A current snapshot of the owner, business structure, ownership, key entities, advisors, and long-term intentions.
2. Current Readiness Position
A clear view of the business's Continuity, Transition, and Exit Readiness, primary risks and owner dependencies.
​3. Current Estimated Business Value
An estimate of the company's current value, together with the major factors supporting or limiting that value.
4. Activated Owner Decision Vault™
The owner's critical decisions, documents, relationships, instructions, responsibilities, and authorizations organized in one secure, structured, and accessible system.
5. Revenue Continuity Plan
A captured continuity flow showing how clients move through the business, who is responsible, and the resources needed to continue serving them and generating revenue if the owner becomes unavailable.
6. Leadership, Authority, Access & Activation
The people designated to act, the responsibilities they hold, the authority they have, the information they can access, and the conditions under which the plan is activated.
7. Critical Documents & Advisor Coordination
A consolidated view of the legal, financial, tax, insurance, estate, operational, and ownership documents required to support the owner's decisions, together with advisor recommendations.
8. Owner Assurance Gaps
A clear summary of the gaps between the business’s captured current state and the future state needed to strengthen continuity, transition, or exit readiness.
9. Owner-Directed Action Plan
A prioritized roadmap documenting what the owner has determined should happen next to strengthen continuity, protect revenue, close remaining gaps, and move the business toward its transition or exit goals.
10. Assurance Maintenance Plan
An optional ongoing Assurance Maintenance service, available for an additional monthly fee, that ensures your Owner Assurance System, Owner Assurance Plan, and Owner Decision Vault remain current, tested, accessible, and aligned as your business changes.
How the Plan Is Created
Your Owner Assurance Plan is produced through the PDC Owner Assurance System™ across Continuity, Transition, and Exit Readiness, delivered through the Owner Decision Vault™, and guided by the PDC Assurance Methodology™.