The SMB Health Assessment
A 90-minute, honest read on how your business is actually running today — not a sales pitch, a real diagnostic.
What it is
This isn't a generic questionnaire. We sit down together — virtually or in person — and go through your actual numbers: revenue, margins, cash flow, cost structure, and how the business runs day to day. Ninety minutes, focused entirely on your business.
What you get
Within 48 hours, you get a one-page Health Scorecard: an overall health rating, your top 3 red flags, and your top 3 priority actions — a clear, specific starting point, not a vague summary.
Who it's for
Owners who aren't necessarily planning to sell anytime soon, but want a clear, outside read on where the business actually stands — what's working, what's quietly not, and what's worth fixing first.
Price
$299 — flat fee, one session.
Thinking more about eventually stepping back than growing the business further? The free Readiness Self-Assessment might be the better starting point: Readiness Self-Assessment