Investor Advisory and People-Risk Diligence


Not all investment risks appear in financial statements.

Leadership capability, retention exposure, culture issues, executive misconduct concerns, succession gaps, and organizational instability can materially impact value creation.

Oz HR Consulting provides practical, executive-level assessment of people and organizational risks that investors, boards, and acquirers should understand before and after a transaction.


Human Capital Due Diligence

Support may include:

  • Leadership team assessment

  • Key employee retention risk

  • Compensation and incentive review

  • HR compliance review

  • Culture and engagement assessment

  • Organizational design review

  • Workforce scalability assessment

Executive and Founder Risk Reviews

Support may include:

  • Leadership effectiveness assessment

  • Executive team dynamics

  • Succession readiness

  • Founder dependency risk

  • Executive conduct concerns

  • Organizational trust indicators

Post-Acquisition Advisory

Support may include:

  • 100-day planning

  • Change management

  • Leadership transition support

  • Retention strategies

  • Integration planning

  • Communication planning