The Owner Value Diagnostic
One prepared session. A clear read on what is holding your business back, where the value is, and what to do first.
A prepared, private working session.
We prepare on your numbers and your operation first. Then we spend a focused, confidential session finding where the value is: the constraint that governs your throughput, the profit leaks, the owner dependency, and where automation would pay. You leave with a concrete plan you can run with your team or with us.
Six deliverables, one memo your board could read.
Constraint & profit-leak map
The one point governing your throughput, and every place margin quietly leaks, ranked by what each is costing you.
Process map
How work actually moves through your operation today: the manual, repeated, error-prone steps and what they cost.
Founder-dependency assessment
What runs only because you run it, and what that dependence does to your capacity and your company’s value.
Revenue quality review
How durable the revenue really is: concentration, recurrence, and pricing power, read the way a buyer would read them.
AI & automation opportunity map
Where automation would actually pay in your business, ranked by impact. A tool in the plan, not the plan.
A 90-day plan and value roadmap
A sequenced plan that fits your team’s real capacity, and a 12 to 24 month path to a more valuable company.
No generic advice
Every recommendation ties to your business, not a checklist you have already seen.
No disruption
Changes fitted to how you already work. Practical leverage, not novelty.
Total confidentiality
We expect messy realities. Everything is confidential, and the purpose is never judgment.
Clarity, even if the answer is no
You will leave knowing the right path, even when it is to wait or fix something else first.
Most owners then have us work the plan with them. That conversation comes after, on the strength of the findings.
What makes an established company more valuable.
A short, practical letter for owners and operators: finding the constraint, fixing profit leaks, where automation pays, and what buyers actually pay for.
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