Our flagship diagnostic. Two lenses: how efficiently your business creates enterprise value, and how efficiently your owner balance sheet converts that value into lasting personal wealth. Five proprietary scores. Every recommendation ties back to improving them.
No cost. 15 minutes. No obligation.
The Keystone Value Creation Assessment™ is a high-conviction, data-driven assessment for owner-operated businesses with $2M to $50M+ in revenue. It evaluates how the business creates value and whether the owner is positioned to keep it. Investment ranges from $5,000 to $30,000, scoped to business size and complexity.
Most business owners have two parallel financial lives: the business, and everything outside it. Both drive wealth. Both carry risk. And almost no one is looking at both at the same time. The Owner Wealth Assessment is the second pillar of the diagnostic, a separate engagement that can be added on.
Every recommendation in the report ties back to improving one or more of these scores. Every quarterly meeting becomes an opportunity to measure whether they are improving.
Can the business consistently produce the same economic outcome as it grows?
See the indexWhere is the business making money, and where is it quietly losing it?
See the indexHow effectively does the business convert revenue into cash?
See the indexWhat is constraining capacity, and can the model repeat?
See the indexHow attractive is the business to a buyer today, and what caps the multiple?
See the indexThe Keystone Value Creation Assessment™ is not five separate reports. It is one connected diagnostic. Each score influences the others: a business that cannot replicate its model cannot scale, and a business that cannot run without its owner is not ready to exit. The pentagon below shows how the five scores sit around a single assessment.
Every recommendation in your report improves one or more of these scores, and every quarterly meeting measures whether they are moving.
The Keystone Value Creation Assessment™ audits your last 12 to 36 months and gives you a written summary whether you engage us or not. If there is not a clear opportunity to create value, we will tell you directly.