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Business Health Assessment
A diagnostic across strategy, finance, sales, operations, people, systems, and AI — with a prioritized view of where to focus next.
Build · Optimize · Scale
Complexity to momentum.
Run a healthier business. Real progress. Exit on your terms.
We help owners systemize operations, measure what matters, and build businesses that scale — and sell — without burning them out. From health assessments to fractional COO leadership and exit advisory.
People/Systems/Sales/Operations/AI
- 20+ yrs
- Business & operational experience
- 43
- Startups built, launched or supported
- 2,000+
- Businesses assisted
- $7M → $50M
- Helped a client scale revenue in under 3 years
Founder and operator experience behind ForgePoint Partners.
What we do
A full operating system for owners
From diagnosis to execution to exit — connected ways to help you build a business that runs without you.
Membership
ForgePoint Insights
A $99/month membership: the full 105-question diagnostic, business-health intelligence, owner dependency and scalability indices, and a 90-Day Focus Framework.
Leadership
Fractional COO Services
Senior operational leadership embedded with your team. We build the systems, rhythms, and accountability that make scale repeatable.
Systems
Operating Systems
Organizational design, management accountability, SOPs, KPIs, and dashboards your team can run without the owner in every loop.
Custom
Advisory
Targeted engagements for the hard problems: org design, pricing, hiring systems, and operational turnarounds for growing companies.
Capstone
M&A / Exit Advisory
Get exit-ready years before you sell — value creation, due-diligence prep, and a deal team that protects your outcome.
Free Business Health Assessment
How healthy is your business?
A free 28-question diagnostic across seven critical business areas. In about 5–7 minutes you'll see where your business stands — and where you should focus next.
- Overall Business Health Score, 0–100
- Seven business area scores and your Business Maturity Level
- Your strongest business area and your greatest risk
- Your Growth Readiness and your #1 recommended priority
Start the free assessment28 questions · ~5–7 minutes · Free
Your scorecard
ExampleStrategy & Leadership72
Financial Health64
Sales & Revenue81
Operations & Execution58
People & Organization77
Systems & Scalability49
AI & Technology66
Overall health67/100
Your free assessment reveals where your business stands and your #1 priority. The full 105-question diagnostic, deeper intelligence, history, and 90-Day Focus Framework are part of ForgePoint Insights.
ForgePoint Insights
Understand your business. Know what to fix.
The intelligence layer that helps an owner see what's happening inside the business — and where to focus next.
ForgePoint Insights
A self-service business diagnostic, intelligence, and operating-resource membership — not consulting.
$99/month
- Full 105-question Business Health Diagnostic
- Full Business Health Report & priority intelligence
- Top 5 Strategic Priorities
- Owner Dependency Index
- Scalability Index
- Growth Readiness analysis
- Assessment History across devices
- 90-Day Focus Framework
- Insights-level Business Operating Toolkit
- Persistent member account & history
Take the free assessment first to see your initial business-health results, then upgrade to Insights for the full diagnostic, deeper intelligence, history, and 90-Day Focus Framework.
The ForgePoint method
From diagnosis to a business you can sell
Most owners stall because operations live in their head. We move it into systems — so the business gets healthier, lighter, and worth more.
See if it's a fit- 01
Diagnose
We run the health assessment and map what's helping or hurting growth across your operations.
- 02
Systemize
We build the systems, dashboards, and team rhythms that turn your business into a repeatable machine.
- 03
Scale
With the operator seat filled, you focus on vision and growth while the engine runs without you.
- 04
Exit
Years ahead of a sale, we make the business transferable — and maximize what it's worth when you're ready.
How we work
Diagnose. Systemize. Scale.
Most owners stall because operations live in their head. We move it into systems — first by understanding exactly where the business stands, then by building the structure, accountability, and intelligence that make it stronger, lighter, and worth more.
Let's talk
Book your free consultation
Tell us a little about your business and what you're trying to solve. We'll send back a tailored recommendation — assessment, membership, fractional COO, or exit planning — within one business day.
No pressure, no sales scripts — a real conversation.
Working with owners of businesses $1M–$30M revenue.