Business Owner Tools

Take The Business Exit Readiness Index Survey (BERI)

Click link above to take this 10 minute, 20 question online assessment that can assist you in determining your financial and mental readiness for your exit. There is no fee to take the assessment and your answers are sent immediately to your e-mail and kept completely confidential.

Take the Owner Dependence Index™ Survey (ODI)

Click the link above to assess your company's Owner Dependence in several critical areas, including: Owner Involvement, Internal Operations, Strategy and Planning, Governance and Ownership, Financial Matters, Performance Management, Sales and Business Development, and Company Culture. This short, twenty minute assessment will ask you forty questions about your involvement with your business as a step towards measuring your business's dependence on you and ultimately how to increase your business's value.