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.

RWM M&A Advisors

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.

Build Optionality · Create Value · Sell on Your Terms

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.
0 — Not at all1 — Rarely2 — Somewhat3 — Mostly4 — Fully true
0 of 48 answered0%

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)
0
out of 100
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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.

      We’ll only use this to send your results and follow up, confidentially. No spam, ever.