The Optionality Score™
How optional is your firm?
The most valuable firms are the most optional ones: free to sell, merge, hold, or transition on the owner's terms. Answer honestly and see how a buyer would view your firm today, where value is leaking, and the highest-payoff moves to make next.
The Optionality Score™
How optional is your firm? Answer honestly and see how a buyer would view it today, where your value is leaking, and the highest-payoff moves to make next.
Before you begin
- Score honestly. The only person an inflated score fools is you. Rate your firm as you fear a buyer would in diligence.
- 48 quick questions, about 6 minutes. Eight categories, weighted by how much each drives real optionality and value.
- You get a grade, a tier, your biggest strengths and risks, the three highest-ROI improvements, and an optional estimated value range.
Optional: add a few numbers
Enter your firm’s key figures and we’ll estimate a rough value range tied to your score. Every field is optional. Skip and you’ll still get your full score.
Add deeper diligence numbers (optional)
Category breakdown
Biggest strengths
Biggest risks
Unlock your full report
You can see where you stand above. Enter your details to unlock the rest of your report instantly: your three highest-ROI moves, your estimated value range, your 12-month potential score, and a printable copy to keep.