Complimentary
Business Freedom Session
Clarity. Insight. A path forward.
This is a working session, focused entirely on your business and your options.
We roll up our sleeves, talk through your goals, and map out what’s really possible.
You’ll receive an objective look at your business using the Value Builder Score — a diagnostic that evaluates how your company performs across the 8 drivers of business value and personal freedom. If you choose, we can also provide an estimated valuation of your business.
We’ll use this report as a springboard to work through your current challenges, explore future options, and identify short-term actions and long-term plans.
What to Expect From the Business Freedom Session
Before the Session (15 minutes)
We’ll send you a private link to complete the Value Builder Score — a confidential, 15-minute diagnostic that assesses the core drivers of your business’s value, performance, and exit readiness.
All materials you share and our conversation remain confidential. If preferred, we’re happy to sign an NDA — just let us know in advance.
During the Session (60 minutes)
Together, we unpack the findings and focus on the key challenges and opportunities ahead.
Most business owners discover they’re caught between urgent tasks and important ones — this session helps untangle that.
We’ll dive deeper into one specific area so you walk away with meaningful insight and practical actions.
For example, a business owner thought they needed new sales hires (“hunters”) — but we discovered the bigger opportunity was in renewals, recurring revenue, and improving the performance of their existing team.
We’ll also explore what might be getting in the way, and what’s required to break through it.
After the Session
You’ll receive:
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A full Value Builder Report
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A summary of key risks and opportunities
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Suggested next steps — whether you continue working with me or take the insights forward on your own