Free Assessment

The Business Alignment Scorecard

Can Your Business Grow — and Run — Without You?

Rate yourself honestly on each of the 12 questions below using a scale of 1 to 5. A 5 means you've totally mastered this area. A 1 means it's not yet in place — either because it's not a fit yet or your business is too new. Your total score reveals your alignment level.

1 — Not yet / Too new·5 — Totally mastered
0 of 12 answered

The Assessment

Rate Yourself on 12 Questions

Be honest — there are no wrong answers, only useful ones.

01

Money Mindset

Examine the beliefs driving your financial decisions — pricing, investing, asking for what you're worth, and making choices from confidence rather than fear.

1Am I charging what I'm truly worth?
2Do I make financial decisions based on facts, not fear?
3Can I invest in growth without guilt or panic?
4Do I have a clear picture of my business finances at all times?
02

Business Independence

Assess whether your business can operate, serve clients, and generate revenue when you step back — or whether everything stops the moment you do.

5Can my business operate when I'm unavailable?
6Are my core processes documented and repeatable?
7Can someone else serve clients and make routine decisions?
8Have I built a team or systems I genuinely trust?
03

Wealth & Legacy

Explore whether your business is building lasting, transferable value — or just keeping you busy. Are you building something that could outlast you?

9Do I pay myself consistently and intentionally?
10Do I have retirement or wealth strategies outside the business?
11Does my business have value that exists independently of me?
12Do I have a succession or exit plan, even a rough one?

Your Results

Where Will You Land?

Answer all 12 questions above to reveal your level.

Survival Mode

12–24 pts

Your business depends entirely on you. Every decision, every dollar, every client relationship runs through you — and that's limiting your growth.

Stability Mode

25–36 pts

You've built some foundation, but key areas still rely on your constant presence. There are clear opportunities to create more freedom and leverage.

Freedom Mode

37–48 pts

Your business has real independence. You've built systems and trust — now it's time to protect profits and think about the legacy you're creating.

Legacy Mode

49–60 pts

Your business is aligned with the life and wealth you want. You've built something that can grow, run, and create value — with or without you.

What You'll Receive

Your Business Alignment Score across all three pillars
A personalized breakdown of where you're strong and where to focus
The 30-Day Owner Independence Challenge with your three action steps
Resources to help you move from your current mode to the next level

Get Your Free Scorecard

Enter your name and email and we'll send your personalized Business Alignment Scorecard — plus the 30-Day Owner Independence Challenge.

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