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Know what your business is worth, and what it could be

Most owners are flying on instinct about the single biggest asset they own. The report replaces the guess with a number, a diagnosis of where the problems and opportunities are, and a list of what to fix first.

Request the Insights Report See how it works

What you get

Every finding is specific to your business, and none of it needs an accountant to translate.

What the business is worth today, built from your actual financials
A diagnostic across eight areas: financial benchmarking, vision, strategy and planning, strategic finance, people, sales and customers, systems and processes, and risk and governance
The difference: what it would be worth with stronger financials, stronger results in those eight areas, and a higher multiple
What to work on first, and why

Who it's for

Built for owners who want more from their advisors than a clean set of books.

Profitable owners, usually $1M to $20M in revenue, who want to grow on purpose
Entrepreneurs juggling several businesses who need one clear picture across all of them
Leaders preparing for an acquisition, a key hire, a new location, or an exit
Owners whose CPA, financial advisor, and attorney have never compared notes

Financial Scorecard p. 18

Overall score

Current ratio 2.1 / 1.3 ✓
Quick ratio 1.8 / 1.2 ✓
Return on equity 24.5% / 18.0% ✓
Return on total assets 11.2% / 8.4% ✓
Revenue per employee $139,000 / $165,000 ✗
Wages as % of revenue 42.7% / 39.8% ✗

Strategic Overview p. 5

Overall score

Financial benchmarking
Vision
Strategy & planning
Strategic finance
People
Sales & customers
Systems & processes
Risk & governance

Business Valuation p. 9

Worth today: $2.96M
Could be worth: $6.42M
Difference: $3.46M

Revenue	$5,200,000
EBITDA	$740,000
Equity	$2,000,000
Multiple	4.0
Valuation	$2,960,000

$3.46M

Worth today

Could be worth

A diagnostic across eight areas

Financial benchmarking
Vision
Strategy and planning
Strategic finance
People
Sales and customers
Systems and processes
Risk and governance

Sample Business Insights Report summary page: business goals, current and potential valuation, valuation difference chart, diagnostic scores across eight areas, financial performance versus industry, and next 90 days — Report summary (sample)

Sample diagnostic page: an overall Strategic Overview rating, then star ratings across the eight areas (financial benchmarking, vision, strategy and planning, strategic finance, people, sales and customers, systems and processes, and risk and governance), with current and potential valuation — Eight-area diagnostic (sample)

Sample pages with illustrative figures; your report uses your own numbers.

How it works

Share where you are A short intake and a secure upload. We ask about your goals as much as your books.

We do the digging Your team works through the financials, operations, and structure to find what is quietly working against you.

Working session We walk it through together and pressure-test the priorities against what you want.

Leave with a plan You keep the report, the priorities, and a concrete next step for each one. What you do with it, and whether we help, stays your call.

Request your Insights Report

Tell us where to reach you and we'll set up a short call to scope the engagement. No obligation past the conversation.

Partners

For bookkeepers and tax preparers

If you do the bookkeeping or file the returns for a business that isn't ready for monthly advisory, the Business Insights Report brings them strategic value without extra work for you. Ask about our Partner Program.