You value clarity, structure, and thoughtful decision-making
You want to step out of day-to-day execution and look at the business as a whole
You’re considering what to focus on next and want to decide deliberately
Your business is working, and you want a clearer view of why
The Business Assessment is a clear-eyed diagnosis of what’s actually driving friction, overwhelm, or stalled momentum in your business.
This isn’t brainstorming or surface-level discovery.
It’s structured, objective perspective, so you can see where clarity is breaking down and what deserves your attention next.
Most founders wait too long to get outside eyes on their business.
This assessment shortens that gap.
You want insight you can use, whether or not you move forward into deeper strategy work
We walk through what I’m seeing, pressure-test assumptions, and clarify what’s actually happening inside the business.
I review what you’ve provided to understand how the business is operating today and where closer examination will be most useful.
We start with a brief discovery call to confirm fit and scope.
You’ll then complete a comprehensive intake and submit relevant materials (financials, services, org structure if applicable, goals, metrics).
We meet again to review conclusions and walk through the final deliverable together. This includes a clear view of what is currently working well, where attention or adjustment may be useful, and a shared understanding of the current state of the business.
— Caitlyn B.