Acquisition · People Due Diligence
Your pre-close read on the team you’re about to inherit.
QofE tells you what you’re paying for. Legal tells you what you’re signing. Nothing tells you what you’re inheriting — the leadership, the culture, the behaviors and norms that decide year one. In days, the Human Diligence Report gives you leverage before you close.
You can do all the diligence in the world, but you don’t really know the organization you’ve acquired until after close — when the business is yours and every challenge is your responsibility.
The Human Diligence Report gives you leverage and pre-close clarity.
Why now
A live deal is a clock.
A closing date changes the economics of information. The same organizational insight that might sit on a shelf in a stable company can materially change an acquisition decision. As the closing approaches, the value isn’t in knowing more. It’s in knowing the right information — in time to do something about it.
Three clocks are running at once.
The deal clock
The decision can’t wait
You close in 60 days. The read on the people has to land before then — and “now” is exactly what makes it worth doing.
The cost-of-being-wrong clock
Cheap insurance
It’s not “$8,000 for an assessment.” It’s a fraction of one percent against a multi-million-dollar decision you’re about to make blind on the people side.
The can’t-un-know-it clock
While you still have leverage
Before the wire, you can renegotiate, plan retention, or walk. After close, the same findings become a remediation project — costlier and less optional.
What you’ll see
The things that don’t show up in the data room — named, before you own them.
We survey across the organization, leadership and staff alike, and ask everyone the same questions. Four things come back that you can’t get from a management presentation.
How the team holds up under the change you’re bringing.
Under changeWhere capability actually sits — beyond the org chart.
Real capabilityPerformance at all costs, people at all costs — or the right blend of both?
Performance × PeopleDoes it pivot to opportunity — and hold focus when pressure pushes back?
Focused × FlexibleRead three ways — what people do, how it’s experienced, and what’s said to matter. Where those three disagree is usually the most useful page in the report.
The part of diligence the data room can’t show you
Every acquisition comes with a story.
Management has a view of the business, the culture, the leadership team, and the opportunities ahead. Most of that story is directionally true. The question is whether the organization experiences the company the same way.
When there’s a meaningful gap between the management narrative and organizational reality, it rarely shows up in financial diligence. It shows up after close — through turnover, missed targets, integration challenges, and leadership issues that become the buyer’s problem to solve.
What we can show you
- → Where management’s view of the organization aligns with employee experience — and where it doesn’t
- → Areas of organizational strength, resilience, and stability worth preserving after close
- → Sources of friction, misalignment, or strain that could complicate execution
- → The recurring themes that surface across assessments, regardless of role or level
- → How employees describe the company, leadership, and future in their own words
What it isn’t
- — A scorecard on individual leaders or employees
- — A prediction of who will stay, leave, or succeed
- — A personality or psychometric assessment
- — A replacement for financial, legal, or operational diligence
It’s a snapshot of the organizational realities behind the numbers — delivered while you still have options to adjust valuation, negotiate protections, plan integration, or walk away.
The artifact
A prioritized executive report — and a clear next move.
- A robust report, tailored to you. Downloadable, savable, and shareable — so you can plan your next move.
- A one-hour debrief, included. Not an upsell — a finished product. We walk you through what we found and what we’d watch.
- Delivered in days. Fast enough to matter inside a live diligence window.
The math
Spend millions on diligence to understand finance and legal. Spend a fraction of that to decode the team and culture of the company that remains post-close.
Fixed & transparent
Full assessment + executive report + one-hour debrief, included.
A fraction of a percent against the capital at risk. No upsell ladder — anything past the debrief becomes a Workbench engagement, on your terms, after you close.
Request the Report →Why this fits a live deal
Built for how you actually buy.
Not a six-figure consulting engagement and not a generic personality score. A people read that moves at deal speed and tells you what to do with the findings.
This enhances diligence — it doesn’t replace it. Your QofE and legal tell you what you’re paying for. We tell you whether the people who produce those numbers will still be aligned, adapt to change, and be able to scale in year one.
Know the team you’re about to inherit — before the wire goes out.
Tell us about the deal. If it’s a fit, you’ll hear from us within one business day to schedule a brief call and confirm next steps.
Request the Human Diligence Report
We review every request personally. This is not a live checkout — no payment is collected here.