Business A$3.0M EBITDA
RevenueProject / transactional
Largest customer42%
Owner dependenceHigh
Management depthThin
SystemsInformal
Revenue visibilityLow
Illustrative example6× → $18M
The full-enterprisediagnostic forprivately held businesses.
Know what you own. Decide where to take it.
ERG helps owners see their businesses from the outside—assessing enterprise quality, identifying constraints, and finding the highest-leverage paths toward greater value, resilience, transferability, and optionality.
Free · ~10 minutes · data is not stored or transmitted to ERG.
Look again
A better version of your business may already be hiding inside the one you own.
ERG helps you find what is suppressing value, what is worth fixing, and which changes could materially improve the business.
Same $3 million of EBITDA. Very different businesses.
Same earnings. Different enterprise quality.
A profitable company is not necessarily a highly valued one.
The same earnings can support very different values depending on their durability, predictability, transferability, and strategic quality.
Same profit≠Same value
Business B$3.0M EBITDA
RevenueRecurring / contracted
Largest customer9%
Owner dependenceLow
Management depthStrong second layer
SystemsInstitutionalized
Revenue visibilityHigh
Illustrative example10× → $30M
Illustrative only. Multiples are examples used to show how business quality can affect value; they are not valuations, market quotes, or predictions of transaction outcomes.
From what is to what could be.
Diagnose the risks. Find the opportunities. Build toward Peak Value.
The goal is not to tell a better story. It is to build a better business.
Founder-dependent→Management-led
Project revenue→Recurring / contracted
Concentrated customers→Diversified portfolio
Commodity offering→Differentiated position
Informal operations→Systematized enterprise
Owner's job→Transferable asset
The ERG Diagnostic
Turn a complicated business into a clear set of priorities.
The Diagnostic turns financial, commercial, operational, management, and ownership information into a prioritized enterprise view: what is strong, what is exposed, where value is leaking, and what may be worth building next.
Full Diagnostic currently in private pilot.
Illustrative report extractERG / Enterprise View
Priority 01Reduce founder dependence in commercial relationshipsLong lead time · Transferability · High impact
Priority 02Improve revenue visibility and concentrationMedium lead time · Resilience · High impact
Peak Value
Underwrite the paths to greater value.
Compare the credible paths forward by value impact, capital required, execution risk, time to proof, and the strategic options each path creates.
Explore Peak Value ↗Strengthen
Improve margins, cash conversion, revenue quality, management depth, systems, and owner independence.
Transform
Change the business model, strategic position, portfolio, capabilities, scale, or market relevance.
Create Options
Sell, hold, recapitalize, transition, step back, acquire, reorganize, or keep compounding from a position of strength.
The 1,000-Day Exit
Build it early enough that the numbers can prove it.
“Exit” is not synonymous with “sell.” It can mean exiting daily operating dependence, transitioning leadership or ownership, recapitalizing, or simply creating the freedom to choose. The advantage is time.
Establish the truth
Baseline the enterprise. Identify constraints. Test the credible paths.
Fix what suppresses value
Reduce structural risks, dependencies, concentration, and operating fragility.
Build what increases value
Improve economics, revenue quality, management capability, systems, and strategic position.
Prove it
Let the changes show up in results, evidence, operating behavior, and market readiness.
For the advisor team
Get everyone on the same page.
Give the owner, CPA, CFO, wealth advisor, attorney, banker, and family office the same facts, priorities, and enterprise picture before each specialist acts.
For Advisors ↗
Shared enterprise pictureStart with the business you have today
Know what you own. Decide where to take it.
The readiness assessment gives you a fast first picture. The full Diagnostic goes deeper when the questions are worth pursuing.