Executive view of your Agency Owner Freedom Index, valuation, three index scores, and the highest-return next moves.
The one-page view your fractional exec will lead the review with.
The composite score of Performance, Strength, and Owner Independence. Your one shift: move from inspiration to institution.
Install an operating layer with clear accountability for day-to-day management.
Turn into a 90-day rockEach index scored with confidence, momentum, and the constraint holding it down.
Financials, SDE, and the valuation ladder inputs.
TTM $173,500 at 23.7% margin → $41,161 adjusted SDE.
Structural health across the 14 valuation drivers.
Under-built for revenue. Operations and brand dependency are the two lowest-scoring drivers.
How much of the business runs without you.
Most day-to-day decisions still route through the founder. Delivery independence is the fastest lever.
Generated from index gaps, missing evidence, integrations, and owner-involvement signals.
Scoring 0.0 / 15 — high risk band.
Scoring 0.0 / 10 — high risk band.
Scoring 0.0 / 7 — medium risk band.
Scoring 0.0 / 7 — medium risk band.
Scoring 0.0 / 7 — medium risk band.
Install an operating layer with clear accountability for day-to-day management.
Detach the brand from the founder — productize the offer under a company identity.
Build a measurable pipeline owned by someone other than you.
Install an operating layer with clear accountability for day-to-day management.
Detach the brand from the founder — productize the offer under a company identity.
Adjusted SDE × framework-driven multiple. Each adjustment is traceable back to an index.
Move to Agency Goals to set the annual targets, departmental owners, and 90-day rocks.