Is EVO Right for You? Find Out in Five Minutes.
EVO is a serious program — and it’s designed for serious owners. Not every business is at the right stage, and not every situation calls for what EVO delivers. The statements below are designed to help you find out quickly.
Read Through the Following. Count How Many Apply.
- My business would struggle — or at least slow significantly — if I stepped away for 30 days.
- A lot of the important decisions flow through me, even ones that shouldn’t.
- I don’t have full confidence in what my business would sell for today.
- I have a rough idea what my business is worth, but I’ve never had it formally assessed.
- Growth has stalled, and I’m not certain whether the issue is people, systems, strategy, or something else.
- My financial reporting tells me what happened — but doesn’t help me see what’s coming or why.
- I’ve thought seriously about selling, transitioning, or stepping back — but I’m not sure the business is ready.
- I’m transferring the business to family or a leadership team, and I want to make sure it can thrive without me.
- The business is profitable, but the profitability doesn’t feel commensurate with the effort and risk.
- I want to build something genuinely valuable — not just a job I own.
What Your Count Means
6 or more: You are a strong EVO candidate. The challenges you’re experiencing are exactly what EVO is designed to address. Let’s talk.
3–5: EVO may be right for you. There are likely specific areas where structured advisory work would create meaningful value. A discovery conversation will help clarify the fit.
Fewer than 3: You may not need the full EVO program right now — but there’s a good chance a targeted engagement in one or two areas could still deliver significant results. We’re happy to explore what makes sense.
A Note on Timing
Many owners come to us when a trigger event is imminent — a planned sale, a health issue, a family transition. We can help in those situations, but EVO delivers its best results when there’s runway. If you’re 2–5 years from a potential transition or exit, now is the right time to start.
If you’re closer than that — or if something has changed — tell us where you are. We’ll give you an honest read on what’s realistic and what’s achievable in your timeframe.
Schedule a Discovery Call
If several of these resonated, the next step is a conversation. No pitch. No pressure. Just a candid look at where your business stands and what it could be worth. Feel free to send us an email or use the form on the “Contact Us” page to schedule your initial discovery call.