Client Profile
Enter the client's information. This populates the cover page, header, and report metadata. Use the client's preferred name where noted.
Eight Value Driver Scores
Score each driver 1–10 based on your session evidence. No score above 6 without specific client evidence. Add your observation — these populate the scorecard automatically.
Exit Path Viability
Assess all six exit paths based on current scores. Every path must have a viability designation and an advisor note. Never present all paths as equal — your job is to give a clear recommendation.
Narrative Summary
Write the advisor's professional assessment. Every paragraph must reference this specific business — not generic language that could apply to any client.
90-Day Roadmap
Three specific actions — not more, not fewer. "Improve your financials" is not an action. "Hire a bookkeeper who delivers monthly P&L by the 10th of each month" is an action.
Value Range
Enter the industry multiple range and the client's reported revenue. The planning range calculates automatically. Review the Valuation Language Guide before completing this section.
Recommended Next Steps
Select the recommended engagement and add your closing note. Make a specific recommendation — not a menu of options. The client hired you for a point of view.