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The Complete Picture of Your Business

Go beyond surface-level metrics. Get business valuation, comprehensive analysis across 22 key areas, and a 12-month action plan to accelerate growth.

Join the WaitlistSee What's Included

Sample Valuation Summary

Estimated Business Value

$2.4M

3.2x Revenue Multiple

Value Drivers+$420K
Value Gaps-$180K
Potential Value$2.8M

22 Areas of Analysis

We evaluate every dimension that impacts your business health, value, and growth potential.

Clarity & CommunicationGoals & MilestonesPurpose & Decision-MakingStrategic PlanCompetitive PositionGrowth RoadmapFinancial LiteracyCash Flow ManagementInvestment DecisionsTeam StructureCulture & AccountabilityTalent DevelopmentSales EffectivenessMarketing StrategyCustomer ExperienceOperational SystemsTechnology & AutomationDocumentation & SOPsLegal & ComplianceRisk ManagementGovernance StructureFinancial Benchmarking

What's Included

A comprehensive package designed to give you clarity and direction.

Business Valuation

Understand what your business is worth for internal planning purposes.

22 Assessment Areas

Comprehensive evaluation across every dimension that impacts business health.

16 Financial Ratios

Deep financial analysis with historical trends and industry benchmarks.

12-Month Action Plan

Prioritized recommendations mapped across the next 12 months.

Value Gap Analysis

Identify exactly where you are leaving money on the table and how to capture it.

Prioritized Insights

Ranked recommendations based on impact and effort to help you focus on what matters.

How It Works

From conversation to action plan in four simple steps.

01

Voice Discovery

Have a conversation with your Orca Advisor so your business is understood.

02

Connect Your Data

Link your accounting data to provide the financial foundation for analysis.

03

AI Analysis

Our AI analyzes your data across 22 dimensions and compares to industry benchmarks.

04

Get Your Report

Access your comprehensive report with valuation, scores, insights, and 12-month action plan.

A Roadmap You Can Execute

Your 12-month action plan is personalized based on your assessment results. Every plan starts with foundational work—clarifying your vision and defining roles and responsibilities—then progresses to address your specific improvement areas.

Each recommended tool and engagement is mapped to a specific month, giving you a clear, actionable timeline to follow.

Personalized to your assessment results
Specific tools and engagements for each month
Prioritized by impact on your business

Sample Action Plan

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Strategic Vision
Role & Responsibility
Growth Discovery
Right Fit
Profit Levers
Trade Capital Impact
Cash Optimization
Customer Journey Map
Risk Analysis
Advisor Review
Governance
Report Update
Financial Performance Analysis
"The business insights report caused us to start having conversations about our business that we have needed to have for a while. It correctly pinpointed the areas we needed to work on and helped us have a plan for addressing them."

Lisa Courter, United Gold Buyers

Compare Assessments

Snapshot Assessment

$200

Quick business health check

  • 4 assessment areas
  • 10 financial ratios
  • Industry benchmarking
  • Profit gap analysis
  • Key takeaways
Learn More

Business Insights

Coming Soon

Comprehensive deep-dive

  • 22 assessment areas
  • 16 financial ratios with trends
  • Business valuation
  • 12-month action plan
  • Prioritized insights
Join the Waitlist

Frequently Asked Questions

The Business Insights Assessment is a comprehensive deep-dive that goes far beyond the Snapshot. You get business valuation (for internal use), analysis across 22 areas (vs 4), 16 financial ratios with historical trends, and a full 12-month action plan—not just current-state insights.
The assessment takes approximately 40 minutes to complete. Once submitted, our AI generates your comprehensive report quickly so you can start taking action.
Yes. Your report includes a business valuation analysis for internal planning purposes. Note that this is not an official valuation—it is designed to help you understand your business value internally and identify opportunities for improvement.
Your action plan includes recommended tools and engagements mapped across the next 12 months. Each recommendation is prioritized based on your specific assessment results to help you focus on what matters most.
Absolutely! If you have already completed a Snapshot Assessment, we can use that data as a starting point. Contact us and we will credit your Snapshot payment toward the Business Insights Assessment.
The Business Insights Assessment is a comprehensive one-time report. For ongoing advisory support, strategic check-ins, and continuous AI-powered guidance, consider our Orca Advisor monthly subscription.

Be First to Access Business Insights

Join the waitlist to get early access when we launch.

Join the WaitlistTry Snapshot First - $200

Already have a Snapshot? You'll get priority access and can apply your payment.