Blueprint Advisory

Business Value & Transition Score™

Establish your operational baseline, calculate your indicative valuation, and score your exit readiness. A comprehensive automated diagnostic for business owners.

Understand what your business may be worth, identify transition risks, and receive a personalized roadmap for your next chapter.

$495 Flat Program Fee 15-Minute Questionnaire Instant PDF Report
How It Works

A Scalable Diagnostic Engine for Privately Held Business Owners

Many business owners want to benchmark their value and transition readiness but aren't ready to hire an advisory team or list their company with a broker. The **Business Value & Transition Score™** provides a quick, automated diagnostic pathway.

For a flat launch fee of **$495**, you complete a confidential 60-question operational intake. Our platform calculates your transition metrics, and delivers a professional PDF report immediately to your inbox detailing your readiness score, risk factors, and valuation range.

“A successful transaction is not the goal. A successful transition is.”

Deliverables

What the $495 Diagnostic Includes

Receive your custom, data-backed diagnostic report outlining the core metrics of your company.

01

Indicative Valuation Range

Calculated based on Adjusted EBITDA run-rate combined with industry-specific multiples adjusted by risk parameters.

02

Transition Readiness Score™

A 100-point scale evaluating your company's transferability across owner dependence, customer concentration, and financials.

03

Key Risks Identification

Pinpoints high-risk operational areas like license dependency, customer concentration, or undocumented SOPs.

04

Strategic Recommendations

Receives your top 3 prioritized action items to implement over the next 12 months to protect and build value.

Our Process

What to Expect & How It Works

Blueprint Advisory is an institutional transition planning firm. We believe in providing transparent, step-by-step guidance. Here is how your transition journey unfolds:

1. Assessment

Submit your assessment parameters below. We establish your baseline transition readiness score and define initial valuation metrics.

2. Advisor Review

A senior advisor reviews your report metrics, evaluates operational risks, and validates Adjusted EBITDA add-backs.

3. Transition Blueprint

Receive a detailed, custom strategic roadmap outlining your exit options, timeline, and actions over 12-36 months.

4. Implementation Support

We support you during execution, coordinating with CPAs, legal attorneys, wealth managers, and transaction teams.

Boutique Institutional Credentials

Our advisors have extensive experience across service, trade, and distribution businesses, operating strictly under independent, planning-first, fee-only parameters focused solely on owner outcomes.

To see how these steps look in practice, explore our client outcomes on our Case Studies page.

Get Your Business Value & Transition Score™

Submit your confidential assessment request to initiate your assessment workflow.

All metrics and data are treated with strict institutional confidentiality.

Questions

Frequently Asked Questions

Is this a certified business appraisal?

No. A certified appraisal is a forensic document for courts or partner disputes. Our Score diagnostic is a planning tool providing an indicative valuation range and exit readiness score to benchmark your transition strategy.

How long does the questionnaire take to complete?

It consists of 60 multiple-choice questions and takes 15 to 20 minutes. We recommend having your last fiscal year's revenue and profit figures handy.

How secure is my business data?

We treat your financials with strict confidentiality. All data is encrypted in transit and at rest, and we never share or sell your details to third-party brokers.

Can I apply the $495 cost to other services?

Yes. If you upgrade to our Advisor Review Session™ within 30 days of receiving your report, your entire $495 payment will be credited toward the session fee.

*Disclaimer: Indicative valuations are based on owner-reported numbers and standard market averages. This report is for educational purposes only and does not constitute formal tax, legal, or transaction valuation opinions.*
Get Started

Benchmark Your Legacy

Don't wait for a life event to force a transition. Calculate your readiness score and value parameters today.