Readiness Profile
Identify where the business is strong and where structural weaknesses are limiting readiness.
The ERG Diagnostic
Diagnose the enterprise. Prioritize what matters.
The ERG Diagnostic provides a structured assessment of enterprise quality across the factors that determine how durable, transferable, scalable, and strategically valuable a business really is.
Private pilot. Early Diagnostics are conducted directly with ERG while the software workflow is being completed.
Value leaks
Value can disappear quietly long before a transaction.
Weak pricing discipline, excess working capital, customer concentration, owner-held relationships, avoidable complexity, underused assets, or capital tied up where it earns too little can all suppress the quality and value of the enterprise.
What ERG looks for
- Margin and pricing leakage
- Cash trapped in working capital
- Revenue or relationship concentration
- Owner-dependent commercial activity
- Underused or poorly deployed assets
- Complexity that adds cost without adding value
What you receive
A decision-grade view of the business.
The full diagnostic is designed to answer the questions that matter most before a sale, succession, step-back, capital event, or other major transition.
It separates facts, risks, value opportunities, and strategic hypotheses so you can distinguish what matters now from what may be worth pursuing next.
Critical Risks
Identify issues that should not disappear inside an average — including continuity, governance, and concentration risks.
Owner Dependency
Identify where revenue, authority, knowledge, or relationships still depend too heavily on one person.
Strategic Options
Understand which paths — sell, hold, succession, management transition, or outside capital — are currently more or less credible.
Value Leaks & Capital Constraints
Find where margin, cash flow, buyer confidence, or strategic flexibility may be leaking through pricing, working capital, concentration, owner dependency, underused assets, avoidable complexity, or the capital structure.
Peak Value Paths
Surface three to five possible futures that could make the business more durable, transferable, or strategically valuable.
Value Transformation Opportunities
Identify ways the business could credibly become more durable, transferable, or strategically valuable — and what evidence would be required.
Prioritized Action Plan
Leave with a sequenced view of the issues most worth addressing first.
What actually happens
A structured process, not an open-ended consulting engagement.
The Diagnostic is designed to turn business information into a decision-grade enterprise view you can use independently, with your existing advisors, or with ERG. Core scores and risk flags come from explicit rules; automation helps organize and explain the findings rather than deciding the score.
Provide the core operating, financial, commercial, ownership, and transition information needed to establish the baseline.
Where relevant, ERG reviews financial statements and other operating evidence needed to distinguish assumptions from substantiated facts.
The methodology tests readiness, owner dependence, value leaks, major risks, strategic options, and credible paths to greater value.
You receive a written enterprise analysis with the highest-priority issues, value opportunities, strategic paths, and the evidence behind the conclusions.
Use the work yourself, take it to your existing advisors, or bring in ERG for hands-on support where judgment and execution are valuable.
Choose the depth you need
Start with the baseline. Go deeper when the stakes justify it.
The readiness assessment gives you a useful first picture. The full ERG Diagnostic is for owners who want a more complete analysis without committing to an open-ended consulting engagement.
10-minute screen
Readiness Assessment
A self-reported first screen.
- Provisional readiness profile
- Six enterprise dimensions
- Risk triggers
- Three priority issues
Private pilot
ERG Diagnostic
A deeper standalone enterprise analysis.
- Broader structured inputs
- Full analytical report
- Strategic path hypotheses
- Value transformation opportunities
Hands-on
1,000-Day Exit
For owners who want help choosing and executing a path.
- Peak Value scenarios
- Commercial and capital questions
- Execution priorities
- Proof before market
What the diagnostic is — and is not
Readiness is not valuation. A hypothesis is not evidence.
The core score comes from explicit rules rather than a black-box AI model.
Self-reported findings are distinguished from claims that have been independently substantiated.
Industry, size, business model, and transition timing can change how a result should be interpreted.
The diagnostic is not a QoE report, audit, legal opinion, tax opinion, or transaction guarantee.
When software is not enough
The product identifies the terrain. Advisory is for owners who want help crossing it.
The 1,000-Day Exit remains a premium implementation path.
For selected companies, ERG can go beyond diagnosis: verify the baseline, test alternative Peak Value paths, help choose the strategy, and work alongside management and specialist advisors as the company builds and proves the chosen path.
- 3–5 Peak Value paths
- Commercial strategy
- Capital / ownership questions
- Execution and proof
Start with the business you have today
Know what matters — and what could materially improve the business.
Start with the readiness assessment. If the results surface something worth pursuing, discuss the full ERG Diagnostic.