Resources & Assessments

Resources &

Assessments

Welcome to your go-to resource for expert insights on financial strategy, value acceleration,
and business growth.

Here, we share practical tips, industry trends, and proven strategies to help business owners like you maximize profitability and scale with confidence.

Explore our curated free self-assessments

Explore our

curated free

self-assessments

to evaluate your company’s financial health and growth potential.

Freedom Score

Freedom Score is a 10-minute, online questionnaire that evaluates your financial readiness to fund the next phase of your life after your business.

PreScore™

PREScore™ (or Personal Readiness to Exit Score) is an 8-minute, online questionnaire that evaluates a business owner’s readiness to exit their company on a personal

Value Builder Assessment

The Value Builder Score™, is an evaluation system driven by an algorithm that evaluates a business on the eight core value drivers acquirers from a buyers point of view.

Access our free eBooks for expert insights

in Business Growth & Financial Success

Access our free

eBooks for expert

insights in

Business Growth &

Financial Success

Start implementing proven CFO strategies to scale, boost profitability,
and build a self-sustaining business

The End Game

As a business owner, you’re familiar with the challenges and complexities that come with steering your company day-to-day. But have you considered the transformative power of picturing your endgame?

This simple yet strategic action is more than just setting a goal; it’s about creating a clear roadmap for your entrepreneurial journey.

The 4 Degrees of Delegation

As a business owner, your instinct may be to oversee every detail of your company. While this has led to your success, fighting fires and answering mundane questions creates a bottleneck. The hallmark of a valuable company is one that can thrive without you.

How do you get there? – Master the art of delegation.

How to Productize Your Service in 8 Simple Steps

You know the only way to create a valuable company is to ensure it runs without the owner, but when the founder is the key to delivering a quality product or service, it’s hard to make any progress.

The answer is to “productize” the service.

The Rainmaker's Dilemma

In a study of 23,158 companies, we found 40% of business owners have one thing in common. They are Rainmakers – the primary revenue driver for their company. Rainmakers are exceptional at rapidly accelerating business growth, but our data suggests they eventually hit
a ceiling. Revenue stagnates and business value plateaus, forcing owners to confront the Rainmaker’s Dilemma.

The solution? Become an Architect.

Riches in the Niches

Specialization allows you to hone your expertise, streamline operations, and build a brand synonymous with excellence. This focused approach not only enhances customer loyalty but also makes your company an attractive acquisition target. In a competitive marketplace,
being the best at one thing is far more valuable than being average at many.

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