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See What a Real Assessment Looks Like

Every engagement produces a tailored report for your specific situation. Here are examples by business type.

View all 9 sample reports →
Growth-Stage SMB

Apex Industrial Solutions

$7M industrial distributor, 14 employees, first-time CEO.

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Family-Owned Business

Hartwell and Sons Plumbing

$8.2M plumbing company, 3rd generation, succession planning.

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Professional Services

Garrison, Mercer and Associates

$6.8M law firm, 14 attorneys, $680K in uncollected fees.

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PE Portfolio Company

Cornerstone Building Products

$18M building materials, PE-backed, $9M value creation gap.

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VC-Backed Startup

Relay Health

$1.8M ARR healthcare SaaS, 22 employees, Series A prep.

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Nonprofit

Crossroads Community Alliance

$2.1M youth development org, 18 staff, $180K grant at risk.

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Solo Entrepreneur

Clarity Coaching

$185K executive coach, 14 clients, revenue ceiling, 12 hrs/week on admin.

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Bootstrapped Founder

TrueNorth Analytics

$420K ARR B2B SaaS, 6 people, self-funded, 52% client concentration.

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Non-Tech Small Business

Midwest Mechanical

$4.2M HVAC company, 28 employees. Results first, no jargon.

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