CRITICAL
KNOWLEDGE CO.
Your senior principals are retiring. Their knowledge is leaving with them.
When expertise walks out the door, professional services firms lose millions in repeated mistakes, failed client relationships, and institutional memory.
The Critical Knowledge Audit
I diagnose where critical knowledge is leaking.
The audit includes:
Interviews with senior technical staff to extract tacit knowledge
Review of current systems to identify knowledge gaps
Strategic roadmap detailing what to capture, how to structure it, and who should own it
What you get:
You know exactly which knowledge is at risk when senior partners retire.
Your team has a clear roadmap for what to capture, how to structure it, and who owns it.
You stop losing institutional memory every time someone leaves.
The engagement runs 4-6 weeks and delivers an implementation-ready plan for your team or partner to execute.Built specifically for mid-to-large professional services firms facing succession, M&A, or rapid growth.
About
I'm a Certified Knowledge Manager who has spent over a decade building knowledge systems for project-driven professional services firms.I specialize in diagnosing where expertise gets lost before critical transitions happen. I've designed intranets, built training systems, and developed lessons-learned workflows that actually get used.
Let's talk about your knowledge risk.
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