The Business Value Snapshot

Fifteen minutes.
A real read on what
your business is actually worth.

A structured, directional valuation across eight operating categories, plus a personalized roadmap of the value drivers moving the number most. Free, confidential, no login required. Your report arrives by email when you're done.

Fifteen Minutes
Free & Confidential
No Login Required
— Methodology
Eight categories. Forty-seven subcategories.
Planning, Leadership, People, Sales, Marketing, Operations, Finance, and Legal — each evaluated against the standards of a high-performing company. The same structure used by Certified Exit Planning Advisors nationwide.
— Valuation
Three tiers. Honest math.
Current valuation grounded in industry-multiple data, alongside an Optimized and Premier tier showing what the business could be worth at higher operating health. No inflated numbers — the math is the math.
— Wealth Gap
Tied to your real life.
Calculated using the 4% safe-withdrawal standard. The Snapshot tells you whether the sale of your business — at today's valuation — would actually fund the income you need afterward. Most owners have never run this number.
Begin

Take the Snapshot.

Honest answers produce useful reports. There are no wrong answers — the value of the assessment is in seeing where you actually stand today.

Your responses are confidential and routed directly to Austin.
ClearPath Advisory · Bozeman, MT
What You'll Receive

Your report, in your inbox.

— No. 01
Total Health Score
Your overall operating health, scored 0–100, plus a breakdown of each of the eight categories so you can see where the strength and the fragility actually sit.
— No. 02
Three-Tier Valuation
Current valuation based on your inputs and industry multiples — alongside Optimized and Premier scenarios showing the upside if specific gaps are closed.
— No. 03
Wealth Gap Analysis
A directional read on whether your current valuation, combined with assets outside the business, would fund the lifestyle you've described — and the gap if it doesn't.
— No. 04
Prioritized Roadmap
Each category ranked by what would move the valuation needle most — so you can see, in order, which value drivers deserve attention first.