Value creation index

An investment and advisory partnership was running its business assessment on a chain of stitched-together tools. It worked as a form, but it could not benchmark a business, route it to the right partner, or measure it again later.

Without one consistent measure, nobody could say where value was being made or lost between the first look and the return.

One engine in two stages. A free check-up scores a business against its peers and names the two areas that matter most. A full diagnostic goes deeper across the key measures, with AI findings that a person reviews before anything is delivered.

The first question is whether the owner is building for growth or for exit. The results give a score against peers, a 90-day plan and a value ledger: what each improvement is worth to EBITDA and to the multiple.

The weakest area routes to the partner best placed to fix it, and the business is rescored every quarter, with a portfolio view across every business measured.

One line from first look to return, measured the same way at every stage.

The partnership moved from a chain of tools to its own engine, rebuilt and live within a week of the decision to rebuild it.

AI drafts the findings and the follow-ups. A person reviews every finding before it reaches a client, and nothing is sent automatically.

Benchmarks are shared only in aggregate, never business by business.