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Interactive Business Assessment Wizards

Get instant, data-driven insights for your business or organization. Choose an assessment below to get started in 5 minutes.

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Each wizard is designed for a specific audience and delivers tailored insights

B2B · Landscaping

Landscaping M&A Analyzer

Discover your landscaping business value and acquisition readiness across 6 key dimensions.

Business ValuationM&A Readiness18 Questions
Nonprofit

Nonprofit Fundraising Analyzer

Measure fundraising momentum across 5 dimensions. Choose from 4 pathways: Major Gifts, Lapsed Donors, Campaign, or Corporate.

Donor RetentionMomentum Score16 Questions
Legacy Planning

Legacy & Continuity Planner

Assess preservation readiness across four paths: Founder Vault, Business Continuity, Donor Archives, and SME Knowledge Transfer.

PreservationKnowledge Transfer16 Questions
Broker 4D Matrix

Vertical M&A Readiness

Industry-specific exit readiness analysis with tailored scoring across 5 deal-critical dimensions

B2B · HVAC

HVAC Services M&A Analyzer

Evaluate recurring revenue, workforce bench, EPA compliance, and dealability for HVAC service businesses.

Recurring RevenueCompliance14 Questions
B2B · Roofing

Roofing M&A Analyzer

Storm-normalized analysis of your roofing business across safety, revenue quality, labor, and dealability.

Safety & OSHAStorm Normalization14 Questions
B2B · Security

Security & DirecTV M&A Analyzer

RMR-focused analysis across compliance, contract quality, churn risk, and dealability for security businesses.

RMR QualityUL Compliance14 Questions