Data-informed tools to help you understand where your business stands — and where to focus next.
These assessments are designed to provide clarity, not urgency. Each one offers a structured, honest look at a specific dimension of your business — so you can make better decisions and build with intention.
The Value Builder System™ is a research-backed assessment that scores your business across eight proven drivers of value. It provides a clear, honest picture of business health — and identifies where the greatest opportunities for improvement exist.
Whether you're building toward scale, planning a future transition, or simply want to understand where your business stands today, this assessment gives you a meaningful starting point.
Takes approximately 15 minutes to complete. Results are delivered immediately upon submission.
Take the Business Value AssessmentThese assessments offer additional dimensions of insight — useful alongside the Value Builder or as a standalone starting point for a specific area of focus.
The Personal Readiness to Exit (PREScore) assessment measures how personally prepared you are to transition out of or away from your business — financially, emotionally, and strategically. It helps identify gaps between where you are and where you need to be before a meaningful transition can happen.
Useful for business owners thinking ahead about succession, sale, or a significant leadership shift — even if a transition is years away.
The Freedom Score assesses the degree to which your business currently supports the life you want to live — in terms of time, flexibility, income, and independence. It reveals the gap between the business you have and the business that would genuinely support your goals.
Useful for business owners questioning whether their current model is sustainable — or whether it's time to redesign how the business works for them.
Each of these tools is designed to provide honest, structured insight into a specific dimension of your business or readiness. The results are most valuable when used as a foundation for thoughtful conversation and intentional planning — not as a source of pressure or urgency.
If your results raise questions or you'd like to explore what they mean for your business, a Strategy Session is a natural next step.
Explore Strategy Sessions The goal is always clarity — not urgency.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.