GET CLARITY
The Operational Liberation™ Assessment
A defined, executive-level diagnostic that shows you exactly where founder dependency and operating gaps exist — and what to address first.
$3,500
•
Typically completed in about 10 business days once requested information is received.
This Assessment Is Built for You If…
Your business has grown, but the way you operate hasn’t caught up.
Too many decisions still come back to you.
Roles exist, but ownership isn’t always clear.
You have processes, but they’re inconsistent or undocumented.
You lack reliable visibility into performance.
Your leaders still escalate too much instead of owning outcomes.
You’re preparing for the next stage of growth and know the current operating model won’t support it.
Most clients are founder-led businesses generating approximately $750K–$5M+ in annual revenue with teams of roughly 5–25+ employees.
WHAT WE EVALUATE
Five Dimensions of Operational Readiness
01
Strategy & Priorities
Is the business aligned around what matters most — or constantly reacting?
02
Structure & Ownership
Are roles, decision rights, and accountability clear?
03
Systems & Processes
Can the work run consistently without living in someone’s head?
04
Performance & Visibility
Do leaders have the KPIs and operating rhythm needed to see what’s working and what’s not?
05
Leadership & Execution
Can leaders own outcomes and move the business forward without constant founder intervention?
We evaluate how these five dimensions work together — because operational problems rarely live in just one place.
THE PROCESS
How the Assessment Works
01
Intake
You complete a focused intake so we understand the business, team, growth stage, and current operating challenges.
02
Information Review
We review the operating information needed to understand how the business currently functions.
03
Leadership Interviews
We speak with the relevant leaders to understand how ownership, decisions, communication, and execution actually work day to day.
04
Operational Analysis
We evaluate the business across the five dimensions of operational readiness and identify where founder dependency and operating gaps exist.
05
Findings & Roadmap
We synthesize the findings into clear priorities and a practical roadmap showing what should be addressed first.
06
Executive Readout
We walk you through the findings, priorities, and recommended next steps so you leave knowing where the business stands and what to do next.
Typically completed in about 10 business days once requested information is received.
WHAT YOU RECEIVE
Clarity You Can Actually Act On
The Assessment is designed to leave you with a clear picture of where the business stands, what is creating founder dependency, and what should happen next.
Operational Liberation™ Assessment findings
Evaluation across the Five Dimensions of Operational Readiness
Founder-dependency and operating-gap analysis
Prioritized operational roadmap
Executive findings readout
Clear recommended next steps
INVESTMENT
$3,500
Typically completed in about 10 business days once requested information is received.
Frequently Asked Questions
Do I need to prepare anything before the Assessment?
We’ll tell you exactly what information we need. The goal isn’t to create extra work — it’s to understand how the business actually operates today.
Who should participate?
The founder and the leaders closest to how the business operates should participate where relevant. We keep involvement focused and purposeful.
What if we already know some of our operational problems?
That’s common. The Assessment helps determine whether the visible problems are the actual constraints or symptoms of something deeper — and puts them in the right order of priority.
What happens after the Assessment?
You’ll leave with findings, priorities, and a clear roadmap. You can execute that roadmap internally, move into an Operational Transformation engagement, or explore Ongoing Operating Advisory if continued strategic support makes sense.
Is the $3,500 Assessment fee applied toward future work?
Yes. If you move forward with an Operational Transformation engagement within 30 days of completing the Assessment, your full $3,500 Assessment investment will be applied toward that engagement.
You Don’t Need to Keep Guessing What’s Holding the Business Back.
Get clear on where founder dependency and operating gaps exist — and what to address first.