Assessments.
Structured tools to surface what's working, what's not, and where focused effort will matter most.
These are structured diagnostics intended to highlight strengths, surface risks, and clarify where focus will have the greatest impact. Assessments can be completed independently or used as a starting point for deeper strategic conversations.
Move from assumptions to insight.
Business owners often sense when something isn't working as well as it could — but don't always have a clear way to pinpoint why. Assessments help you move from assumptions to insight, identify hidden constraints to growth, prioritize improvements strategically, reduce decision fatigue, and gain perspective without committing to advisory support. They're especially useful during growth, transition, or moments of recalibration.
Business Value Assessment (Value Builder)
The primary assessment we offer is based on the Value Builder System — a proven methodology used by advisors to evaluate the strength and scalability of a business. This assessment evaluates your business across eight key drivers that influence performance, risk, owner dependency, and long-term value.
Whether you're navigating growth, working to reduce owner dependency, or simply want to understand where your business stands today — this assessment gives you a meaningful, structured starting point for strategic clarity.
What You Receive
Your Value Builder Score
Takes approximately 15 minutes to complete. Results are delivered immediately upon submission.
Take the Business Value AssessmentResults can be reviewed on your own or discussed during a Value Builder review session for deeper interpretation.
More tools for focused clarity.
For business owners seeking clarity in specific areas, the following assessments offer targeted insight and reflection. They may be used independently or alongside strategic advisory conversations.
PREScore
The PREScore assessment evaluates your current level of preparedness across key areas related to planning, readiness, and execution.
This assessment is helpful if you're early in your business journey, refining foundational systems, or seeking clarity before committing to deeper support.
Freedom Score
The Freedom Score assessment focuses on how your business supports — or constrains — your time, energy, and flexibility as an owner.
This assessment helps you identify areas where your business may be creating unnecessary strain, understand how dependent operations are on you, and clarify opportunities to improve balance and sustainability.
There's no single "right" next step after completing an assessment.
Some business owners use results to validate instincts and confirm direction, identify one or two priority focus areas, inform planning or operational improvements, or prepare for a strategy session or advisory engagement. If you'd like help interpreting results or translating insights into action, support options are available — but never required.
If your results raise questions or you'd like to explore what they mean for your business, a Value Builder review session is a natural next step.
Explore Strategy Sessions The goal is always clarity — not urgency.Clarity creates action.
If you're ready to strengthen your strategy, simplify your operations, and lead with greater confidence — take the next step.
Availability is limited to ensure a high-touch, principal-led experience.