Assessment Tools
Know Where You Stand.
Structured assessments that surface what matters โ whether you're improving operations, protecting valuation, or evaluating a transaction.
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CompanyTuneUp
Business health assessment across 8 operational domains โ finance, technology, operations, HR, marketing, legal, risk, and owner dependence. Current state, gap analysis, and prioritized improvement roadmap.
Best for: established SMBs that want a clear picture of operational health before investing in growth or preparing for a future exit.
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SellerDiligence
Exit readiness assessment for business owners considering a sale. Identifies issues that reduce valuation or complicate a transaction โ before a buyer finds them. Includes pre-sale remediation roadmap.
Best for: owners 12โ36 months from a potential exit who want to protect their valuation and close faster.
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TransactionDiligence
Technology and operational due diligence for business brokers, advisors, and acquirers. Standardized assessment across sell-side readiness and buy-side risk โ scored and documented for transaction use.
Best for: brokers and advisors who need consistent, credible technology assessment built into their deal process.