Who we'd call

Not every problem is best solved alone.

Hexiss isn't designed to replace attorneys, CPAs, business brokers, or other professionals. It's designed to help you recognize when one of them belongs in the conversation.

Running a business often means knowing when to bring in the right person at the right time. When your results point beyond what Hexiss covers, we'll help you understand what type of professional can help and why.

If you're thinking about selling

Business brokers value the company, position it for the market, and manage the sale process. Bring one in once a sale is a real possibility, not just a passing thought.

Business Broker
Partner Name

A business broker values the company, positions it for the market, and manages buyer conversations end to end.

When to call: Your results show transfer via sale as your direction, or the business is scoring well but you have no valuation and no sense of what it would actually sell for.

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If it's a legal or succession question

Attorneys handle business structure, succession and estate planning, contracts, and anything with real legal exposure. This is not something to piece together yourself.

Attorney · Succession & Business Law
Partner Name

Attorneys handle business structure, succession and estate planning, contracts, and buy-sell agreements.

When to call: No attorney has reviewed your business structure or contracts in the past three years, or there's no buy-sell agreement in place. Both are flagged directly in your Legal & Compliance results.

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If it's a financial or tax question

CPAs handle tax structure, financial reporting, and the numbers behind a transition. Get them involved early if a sale, transfer, or major change is on the table.

CPA · Tax & Advisory
Partner Name

CPAs handle tax structure, financial reporting, and the numbers behind a sale or transfer.

When to call: Your results flag cash flow stress, reserves under a month, or you're not tracking Seller's Discretionary Earnings, the number a buyer or lender will actually ask for.

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If it's a coverage gap

Insurance brokers assess what's actually covered versus what you assume is covered, business interruption, key-person, liability. Worth a second look even if you already have a policy in place.

Insurance Broker
Partner Name

Insurance brokers assess what's actually covered against what you assume is covered, business interruption, key-person, general liability.

When to call: Your results show no confirmed business interruption coverage, especially alongside high owner dependency. That combination is flagged as a compound risk in your report.

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If it's systems or process

IT and systems consultants help document workflows, set up the software that replaces tribal knowledge, and reduce how much runs through any one person's head. Relevant if the business has outgrown spreadsheets and sticky notes.

IT & Systems Consultant
Partner Name

IT and systems consultants set up the software and workflows that get knowledge out of your head and into something the business can run without you.

When to call: Your results show no CRM, accounting, or job-tracking software in use, or day-to-day processes exist only in your head and haven't been written down anywhere someone else could follow.

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How this works

Not a replacement. A second set of eyes.

Hexiss isn't designed to replace attorneys, CPAs, business brokers, or other professionals. It's designed to help you recognize when one of them belongs in the conversation.

Running a business often means knowing when to bring in the right person at the right time. When your results point beyond what Hexiss covers, we'll help you understand what type of professional can help and why.