Where It Starts The Strategic Diagnostic

Know exactly where your business stands — and what it would take to sell it well.

Before any real work begins, we look at your business the way a serious buyer would. The Strategic Diagnostic is the clearest picture you’ll get of what your business is worth, what’s quietly holding it back, and what to fix first.

Most owners learn what their business is really worth the day a buyer makes an offer. That’s too late.

By then the gaps are priced in, and the discount is yours to absorb. The Diagnostic answers the question now — while there’s still time to do something about it. You walk away knowing your readiness, your real risks, and the specific work that moves your valuation.

A complete read on your business — in writing.

Not a verbal opinion that fades after the call. A documented diagnosis you can act on, scored the way a buyer would score it.

01

A recorded deep-dive call

We go through the business, the numbers, and where you want to end up — the full picture, not a surface chat.

02

Two to three weeks of analysis

Financial performance reviewed against industry benchmarks, the competitive landscape, and profiles of the buyers who would actually acquire a business like yours.

03

A written report, 15–25 pages

Your business scored across the five dimensions buyers evaluate, with owner-dependency and key-person risk named plainly — no euphemisms.

04

A prioritized roadmap

What to fix across the next 90 days, the next 6–18 months, and the longer horizon — sequenced so the highest-value work comes first.

05

A walkthrough call on delivery

We go through the findings together, so you know exactly what they mean and what to do next.

Three steps. About three weeks.

Step 01

Book a call

A short conversation to understand the business and make sure the Diagnostic is the right starting point.

Step 02

Deep-dive & analysis

The recorded deep-dive call, then two to three weeks of focused work behind the scenes.

Step 03

Report & walkthrough

The written diagnostic, delivered and explained — with a clear, prioritized path forward.

Start with a clear picture.

The Diagnostic is where most engagements begin — the fastest way to know what your business is worth and what to do about it. Book a call and we’ll talk through whether it’s the right first step.

The Strategic Diagnostic begins at $1,500. Engagements beyond it are scoped to the business, after the first call.