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Health & Value Assessment

What’s Your Business Really Worth to a Buyer?

Our free Health & Value Assessment shows you how buyers would evaluate your company today - and what’s standing in the way of a premium exit.

What's in my Health & Value Report?

Your answers in the Health & Value Assessment will help us generate your curated report. You'll learn:

What your business is worth

Your value multiplier per your industry

Health assessment per our proprietary methodology

Business value & growth initiative tailored for you

Value acceleration strategies

What We Assess

Our Health & Value Assessment spans the five key drivers of exit value:

  • Financials - Clean books, EBITDA trends, margin quality, recurring revenue, working capital

  • People - Leadership bench strength, key person risk, succession readiness

  • Operations - Process documentation, scalability, technology integration

  • Risk - Legal exposure, owner dependence, compliance gaps, supplier/customer reliance

  • Growth & Market - Market positioning, value prop, competition, future potential

How It Works

1

Take the Free Assessment

Answer a series of strategic and operational questions—no financials or sensitive data required upfront.

2

We Analyze 153 Key Data Points

Our tool benchmarks your business against what real buyers want: scalability, profitability, independence, and risk mitigation.

3

Get Your Health & Value Report

We deliver a detailed breakdown of your valuation potential, blind spots, and priority action items.

4

Book a Free Review Call

Our team walks you through your results, answers your questions, and maps the next steps—no pressure, just clarity.

Is the HVA Right for You?

This is for you if:

  • You have 10–250 employees

  • You want to exit in the next 1–7 years—or just want more freedom now

  • You want real insight—not generic advice

It’s not for you if:

  • You’re looking for a fast sale without prep

  • You’re not willing to see and address tough truths

  • You think you’ll just “know when it’s time”

TESTIMONIALS

What Owners Are Saying

“We thought we had a $15M business. The HVA showed us we had a $9M business—with a roadmap to fix it.”

— EOS Company Owner, Colorado

“I didn’t realize how dependent my company still was on me until I saw the Value Gap Score. Game-changer.”

— Professional Services CEO, Texas

READY TO GIVE US A TRY?

Unlock Your Business's Value Today.

This isn’t a sales pitch disguised as a tool.

It’s your first step toward clarity, options, and long-term peace of mind.

Call to Action: Take the Value Gap Assessment

Unlock the full potential of your business with our Value Gap Assessment. [Take the Value Gap Assessment]