Choose Your Assessment
Understand your complete financial picture with tailored insights and recommendations to make smarter business decisions.
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Snapshot Assessment
Quick insights into your business performance
$200
Business graded across 4 key areas
10 key financial ratios analyzed
Industry benchmarking comparison
Profit gap analysis w/ opportunity sizing
Actionable key takeaways
Business Insights Assessment
Comprehensive deep-dive and strategic roadmap
Coming Soon
Business graded across 19 areas
Business valuation and potential analysis
20 key financial ratios with trends
Prioritized key takeaways and insights
12-month strategic roadmap
Orca Advisor
Your always-on strategic business partner
Coming Soon
Unlimited AI chat conversations
Strategic check-ins to keep you on track
Toolkit for strategic challenges
Personalized recommendations