The Complete Picture of Your Business
Know what your business is worth today, exactly where it stands, and the highest-impact moves to grow its value, all in one report.
Takes about 40 minutes. $300, one time, with no subscription required.
Sample Valuation Summary
Estimated Business Value
$0.0M
3.2x Revenue MultipleThe Process
How It Works
From conversation to action plan in four simple steps.
Voice Discovery
Have a conversation with your Orca Advisor so your business is understood.
Connect Your Data
Link your accounting data to provide the financial foundation for analysis.
AI Analysis
Our AI analyzes your data across 22 dimensions and compares to industry benchmarks.
Get Your Report
Access your comprehensive report with valuation, scores, insights, and 12-month action plan.
Inside the Report
What's Included
A clear picture of where your business stands, and exactly what to do about it.
Business Valuation
What your business is worth today and how that number is built, plus the scenarios that raise it. For internal planning, not an official valuation.
See where you stand
A clear read on how every part of your business is performing, from sales and people to systems and risk, so you know where you're strong and exactly what to fix first.
Your numbers, in context
Your key financials tracked over time and measured against your industry, so you can see how you stack up against competitors and where there's room to grow.
A plan to reach your goals
A month-by-month action plan that sequences the highest-impact moves toward the goals you set, starting with the foundations.
The upside you're missing
The gap between your value today and your best-in-class potential, with the specific changes that close it.
Where to focus first
The handful of findings that matter most, ranked by impact, so you start with what moves the needle.
Your 12-Month 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 at your own pace. It is a guide for the year ahead, not a deadline.
Sample Action Plan
See a Full Sample Report
Want to know exactly what you'll receive? Explore a complete, real Business Insights report, covering the 8-pillar business health scorecard, valuation analysis, financial benchmarking, and the full 12-month action plan.
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.
What We Measure
22 Areas of Analysis
Eight business pillars, broken into 22 graded areas covering everything that drives your health, value, and growth.
Vision
Clarity & Communication · Goals & Milestones · Purpose & Decision-Making
Strategy & Planning
Strategic Plan · Competitive Position · Growth Roadmap
Strategic Finance
Financial Literacy · Cash Flow Management · Investment Decisions
People
Team Structure · Culture & Accountability · Talent Development
Sales, Marketing & Customer
Sales Effectiveness · Marketing Strategy · Customer Experience
Systems & Processes
Operational Systems · Technology & Automation · Documentation & SOPs
Risk, Governance & Compliance
Legal & Compliance · Risk Management · Governance Structure
Financial Benchmarking
Your ratios tracked against your industry
Started with a Snapshot?
If you completed a Snapshot through your bank or economic development partner, contact us and we will credit what you paid for it toward the Business Insights Report.
Your data stays protected.
Encrypted data transmission and two-factor authentication, with an architecture built to SOC 2 standards.
Frequently Asked Questions
Get Your Business Insights
One report. The valuation, the grades, and a clear plan.
Takes about 40 minutes. $300, one time, with no subscription required.