Scope & Kickoff for Verity Market Study

February 24, 2026 at 07:59 AM|22 min|JD Busfield, James Adcock, Brent Sitarski, Matt Sheakley
Neutral

Bottom Line

JD's team will proceed with a market study for the Verity business line to assess its growth potential, focusing on industry analysis and avoiding internal bias by interviewing the internal team last.

Key Takeaways

Project Scope:: The study will analyze the life care planning/expert witness industry landscape, trends, and competitive dynamics, but will not provide specific recommendations for Verity's internal operations.

Primary Risk:: The main project risk is the potential lack of quality information from external interviews with attorneys and RNs.

Internal Dynamics:: The Verity team leader (Sherry) is protective of the business and must be kept informed to avoid internal conflict.

Business Context:: The study aims to inform a 'grow or maintain' decision for Verity, a currently profitable but poorly understood business within the portfolio.

Your Action Items
JD's team to begin the market study, starting with external industry research and sourcing for interviews.
Other Action Items
Finalize alignment between Brent and Matt on the market study scope and kickoff. — Brent and Matt
Formally communicate project kickoff and approach to Sherry to keep her involved/aware. — Brent
Prepare a moderated question set for a potential future interview with key customer Mark Simon. — JD's team
Investigate the two identified PE-backed consolidators in the life care planning space as part of the competitive analysis. — JD's team
Decisions
Proceed with the scoped market study for the Verity business line as presented. — Brent
Internal team interviews (led by Sherry) will be conducted last in the project timeline to avoid bias. — James
Any interview with key customer Mark Simon will be moderated by internal stakeholders (Sherry, Brent, or Matt), not JD's team. — Brent
Topics
Verity Market Study Scope Project Risks & Timeline Internal Stakeholder Management AI Tool Usage Industry Consolidation Trends

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