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Owner tools

Three short tools
to see where you stand.

No email gate and no follow-up sequence. Each tool is built on the same questions we work through with clients. Read it on screen, or print it and write on it.

Start with one

Pick the one that fits where you are.

Each one is short on purpose. It asks one question and gives you a way to answer it.

The financial picture

The Wealth Gap

If you stopped working tomorrow, would your money carry the life you want for as long as you need it to? The Wealth Gap measures the distance between what you own outside the business and what that life costs.
5 minutes Three-step worksheet
Run the calculation
The readiness picture

Are You Ready?

Twelve plain statements about your business, your family, and your money. Mark the ones already true for you. It works whether ready means selling, passing the business to family, or running it for another twenty years.
5 minutes Twelve-point checklist
Take the checklist
The risk picture

The Five Ds

Not every exit is chosen. Death, disability, divorce, disagreement between owners, and distress from outside can each force the decision. This primer covers the questions to answer and the plans to have in place before any of them happens.
Reading Five-scenario primer
Read the primer
No registration and nothing to sign up for. These tools are here because they should be free to use. If one of them raises a question you want to talk through, the conversation is a short link away.

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

Start on your own. When you want a second set of eyes, a 15-minute conversation is enough to see where your answers point and what to look at next.

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