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Owner tools

Three short tools
we walk through with every owner we meet.

No email gate, no follow-up sequence. These are the same artifacts our clients use during the planning process — printed, ready to take notes on, and worth more than most owners get from a 90-minute meeting.

Start with one

Pick the one that fits where you are.

Each is short by design — designed to surface a single question that most owners have never sat down with.

The financial picture

The Wealth Gap

If you stopped working tomorrow, would the money carry the life you want for as long as you live it? The Wealth Gap is the difference between what you have and what you need — and most owners have never run the number.
5 minutes 2-page worksheet
Run the calculation →
The readiness picture

Are You Ready?

A ten-point self-diagnostic that defines what "ready" actually means — for a transition, a sale, or just running the business another twenty years on your own terms. Most owners check 2 or 3 boxes the first time they see it.
3 minutes Single page
Take the diagnostic →
The risk picture

The Five Ds

A substantial share of business exits aren't chosen. Death, disability, divorce, partnership disagreement, distress. The five scenarios most owners are not planning for — and the plan that protects the business and the family against each one.
Reading 2-page primer
Read the primer →
No registration, no email gate, no follow-up sequence. These tools are on the site because they should be free to read. If they make you want to talk, the conversation is a short link away.

Once you have looked at one,
let's look at the others together.

Most owners use these tools alone the first time. The second time is in a conversation with us — where the numbers actually move.

Request a 15-minute conversation Take the Blind Spot Assessment
Get Your Blind Spot Grade →