The Methodology

The Value Engines
Business Operating System

10 engines. 39 subcategories. 30+ deployable tools. Scored on a 3-tier scale. Measured every 60 days. Re-valued annually in dollars.

How We Measure

The 3-Tier Scoring Scale

Critical0 – 49%

Major constraint, active risk to value

Owner-dependent operations, missing systems, poor data quality, high concentration risk

Caution50 – 75%

Functional but limiting, uneven execution

Systems exist but inconsistent, partial documentation, leadership depth incomplete

Cadence76%+

Strong, scalable, buyer-ready

Documented, consistent, owner-optional, defensible, diligence-ready

The Framework

The 10 Value Engines

Each engine is a diagnostic dimension, a workstream, a scorecard category, a valuation dimension, and a measurable contributor to enterprise value.

The Differentiator

Proof of Work.
Proof of Value.

Every 60 days, we re-score the engines worked that cycle and hand the leadership team a progress scorecard showing exactly what moved and by how much.

Once a year, we run a full Value Engines re-valuation and quantify the total enterprise value delta in dollars. That's six proof points per year plus one authoritative annual number.

No other advisory firm in this category measures at this cadence.

See where your engines stand

The Owner Equity Score gives you a quick-read across all 10 engines. Free. 3 minutes.