Business Freedom 360™

Know What Your Business Is Worth. Build One That Is Worth More and Depends on You Less.

Business Freedom 360 shows you what your business may be worth, what is limiting its value, and where it still depends too heavily on you. Then it gives you the truth, strategic clarity, and prioritized path to build a healthier, more valuable business that supports your life and depends on you less.

A founder-level diagnostic and strategic architecture engagement for established founder-led companies navigating growth, complexity, leadership transitions, succession, exit, or increasing owner dependency.

Choose Your Engagement
Built around Business Health Executive Performance Life Quality

The Core Need

You Don’t Need Another Idea. You Need the Truth.

Most founders we meet are not short on ideas. They are short on clear, integrated answers.

Growth

The business may be growing, but growth is creating more pressure.

The Team

The team may be capable, but too many decisions still come back to the founder.

The Numbers

The numbers may be accurate, but they do not provide enough forward visibility.

Profit

The company may be profitable, but the founder is unsure where profit, enterprise value, or personal freedom is being lost.

You may be tired of carrying so much, burned out by the constant responsibility, or quietly wondering whether selling the company is the only way to get your life back.

Even if exit is not on the immediate horizon, you may simply want to take a two-week or 30-day vacation without worrying that the business will stall, drift, or pull you back in.

And every advisor seems to see only one part of the problem.

Before you hire more people, invest in more growth, pursue an acquisition, prepare for succession, or consider an exit, you need to know:

  • What is really happening?
  • What is keeping the business dependent on you?
  • What matters most right now?
  • What should the future company look like?
  • What is the correct sequence for building it?

That is what Business Freedom 360 is designed to answer.

Choose Your Engagement

What It Is

What Is Business Freedom 360?

Business Freedom 360 is BFA’s founder-level diagnostic and strategic architecture process.

BF360 is grounded in BFA’s TriMetric perspective, connecting Business Health, Executive Performance, and Life Quality.

TriMetric · One

Business Health

Is the company financially healthy, operationally sound, resilient, profitable, fundable, and valuable?

TriMetric · Two

Executive Performance

Can executive leadership think, decide, align, and execute without everything coming back to the founder?

TriMetric · Three

Life Quality

Is the business supporting the founder’s desired vitality, relationships, freedom, and impact?

Business Freedom 360 connects these three perspectives to reveal what is limiting the company, where founder freedom is being trapped, and what must change to create a business that is more valuable, more transferable, and capable of running without you carrying it every day.

Core Outcomes

BF360 Gives You Three Things

Outcome

Truth

A clear view of what is actually happening across the company, executive leadership, and founder experience.

Outcome

Priority

Clarity about the constraint, decision, or Freedom Lever that deserves attention first.

Outcome

Path

A practical, sequenced recommendation for moving toward greater health, value, optionality, and founder freedom.

Choose Your Engagement Compare all three side by side

The Three Engagements

Understand the Business. Architect the Future. Put the Critical First Steps into Action.

Some founders need to understand the health, value, and most important constraints of the business.

Others need to align the whole TriMetric picture and architect the company’s next stage.

And some need BFA to help put the critical first steps into action.

Business Freedom 360 is available through three distinct engagement paths based on the complexity of the company, the decisions ahead, and the amount of implementation support required.

Start Here

Which Question Are You Trying to Answer?

“What may the business be worth, what is limiting its value, and what should we address first?”

BF360 Focus

“What must change across the business, executive leadership, founder role, and operating system to create the desired future?”

BF360 Clear Path

“Can you create the plan and help us put the critical first steps into action?”

BF360 Accelerated

Choose Your BF360 Engagement

The Three BF360 Engagements

Business Freedom 360 Focus

$3,500

Know What the Business May Be Worth and What to Address First

BF360 Focus is a Business Health and Value diagnostic for a founder who needs an objective view of current and potential value, the constraints suppressing it, and a high-confidence 90-day direction.

Recommended for you if

  • You believe one or two constraints are creating most of the pressure
  • You want a clear Business Health and Value picture before making a larger strategic commitment
  • You are facing an important decision and want objective clarity first
  • You have the internal capacity to implement once the priority is clear
  • You are not yet asking BFA to design the complete future company

Your primary question is, “What may the business be worth, what is limiting its value, and what should we address first?”

What you receive

  • Founder kickoff and desired-future interview
  • Complete Business Health Diagnostic
  • Calculated current and potential business value
  • Value-gap analysis: key factors suppressing value and transferability
  • Review of core financial information
  • Primary value drivers, risks, and constraints
  • Freedom Lever Impact Map
  • High-level tax-strategy opportunity screen
  • High-level AI and intelligent-systems opportunity screen
  • 90-Day Value Creation Priorities identified
  • 12-Quarter Preview of Value Creation
  • Founder findings, recommendations, and next-path session

Choose BF360 Focus whenYou need to understand what the business may be worth, what is suppressing its value, and what to prioritize over the next 90 days, but you do not yet need full TriMetric architecture or implementation support.

Choose BF360 Focus
Full TriMetric Alignment · Recommended for most established founder-led companies

Business Freedom 360 Clear Path

$10,000

Define the Future Company and Build the Complete Roadmap

Clear Path expands the Business Health and Value findings into a full TriMetric view of the company, executive leadership, founder role, and the life the business is meant to support. BFA helps you define what must change, then creates the complete architecture and sequence for building it.

Recommended for you if

  • Several business constraints appear interconnected
  • Too many decisions still depend on you, and you are tired of carrying the business
  • You have existing or emerging executive leadership
  • You are preparing for growth, succession, acquisition, recapitalization, or exit — or you simply want to step away for two weeks or 30 days without worrying about the business
  • You are unsure whether the primary issue is financial, operational, revenue-related, leadership-related, or structural
  • You need a complete plan before investing more money or hiring more people

Your primary question is, “What must change across the business, executive leadership, founder role, and operating system to create the desired future?”

What you receive

Clear Path includes the Business Health and Value work in BF360 Focus, then expands it into:

  • Full TriMetric assessment across Business Health, Executive Performance, and Life Quality
  • Founder and key executive interviews
  • Executive leadership and owner-dependency analysis
  • Review of roles, decision rights, meetings, and accountability
  • Deeper financial-performance analysis
  • Forward financial visibility and reporting architecture
  • Advanced Tax Strategy Briefing
  • Detailed AI Opportunity and Intelligent Systems Review
  • Executive Performance System gap analysis
  • Strategic Intelligence requirements: building the company’s brain so critical knowledge, context, and decision-making do not live only in the founder’s head
  • Execution Discipline requirements
  • Recommended future executive leadership and operating structure
  • Detailed 12-Quarter Founder Freedom Roadmap
  • Prioritized 90-Day Critical Strategic Implementation Plan
  • Recommended first 6-Week Founder Freedom Sprint plan
  • Executive strategic-readout session
  • Written recommendation for internal implementation, project support, FEU, or another appropriate path

Choose Clear Path whenYou need more than the right first priority. You need to understand what the future business should look like and the correct sequence for building it.

Choose Clear Path

Business Freedom 360 Accelerated

$25,000

Build the Complete Roadmap and Put the Critical First Steps into Action

Includes Clear Path plus the 6-Week Founder Freedom Sprint. You receive the diagnostic truth and complete Roadmap, then BFA works with your team to put the agreed critical first steps into action.

Recommended for you if

  • You already know that a plan alone will not be enough
  • Your team lacks an internal Integrator or implementation leader
  • Previous strategic plans have stalled after the planning meeting
  • You need help creating ownership, rhythm, accountability, and momentum
  • The company is facing a meaningful transition or urgent constraint
  • You want BFA beside the team while the critical first steps are implemented

Your primary question is, “Can you help us get this moving?”

What you receive

Everything included in BF360 Clear Path, plus:

  • 6-Week Founder Freedom Sprint
  • Selection of the highest-value initial constraint
  • Clear six-week implementation outcome and measurable completion criteria
  • Defined ownership, milestones, and commitments
  • Installation of the rhythm and accountability needed for the Sprint
  • Relevant Executive Performance System tools and technology configured
  • Direct creation or installation of the agreed first-step deliverables
  • Weekly BFA-led execution cadence and issue solving
  • Sprint conclusion review
  • Updated recommendation for the next critical steps
  • Clear pathway into internal ownership, another Sprint, FEU, or a strategic operating-partner structure

Choose Accelerated whenYou do not want another strategy document sitting on a shelf. You want the complete plan and BFA’s help putting the critical first steps into action.

Choose BF360 Accelerated

Side by Side

Compare the Three BF360 Engagements

BF360 Focus Clear PathMost established companies Accelerated
Investment$3,500$10,000$25,000
Primary questionWhat should we address first?What must the future company become?Will you help us put the critical first steps into action?
Primary scopeBusiness Health & ValueFull TriMetric AlignmentFull TriMetric Alignment
InterviewsFounderFounder and key executivesFounder and key executives
Primary plan12-Quarter Value Preview + 90-Day Value Priorities12-Quarter Roadmap and 90-Day CSI PlanRoadmap, CSI Plan, and implementation
EPS architectureBusiness Health & Value implicationsDetailed architectureDetailed architecture plus implementation launch
6-Week SprintNext-step recommendationDetailed Sprint planFull Sprint included
ImplementationNot includedNot includedSix weeks included
Best fitBusiness Health & ValueFull TriMetric architectureArchitecture plus implementation

Scroll the table sideways to compare →

Choose BF360 Focus — $3,500 Choose Clear Path — $10,000 Choose BF360 Accelerated — $25,000

A Note on Choosing

This Is Not About Choosing “Good, Better, or Best”

The right BF360 engagement depends on the decision your company needs to make.

A founder who needs Business Health and Value clarity, a current and potential value estimate, and one clear priority may receive everything needed through BF360 Focus.

A more complex company that needs full alignment across Business Health, Executive Performance, and Life Quality will usually need Clear Path.

A company that lacks the internal capacity to execute the plan may receive the greatest value from Accelerated.

The purpose is not to sell you the largest package. It is to provide the right amount of depth, architecture, and implementation support for your actual situation.

How It Works

What Happens After You Choose Your BF360 Engagement?

There is no obligation to continue with BFA after your completed BF360 engagement.

  1. Secure Your Engagement

    Choose the BF360 engagement that best reflects your current need.

  2. Prepare the Information

    You will receive clear instructions for securely providing the appropriate financial, business, tax, leadership, and organizational information.

  3. Complete the Interviews

    BFA conducts the founder and executive interviews included in your selected engagement.

  4. Establish the Truth

    Every BF360 engagement establishes Business Health and Value truth. Clear Path and Accelerated expand the work into a full TriMetric assessment of Executive Performance and Life Quality.

  5. Review the Findings and Plan

    You receive the documented findings, priorities, and Roadmap included in your engagement.

  6. Decide How to Move Forward

    You may implement internally, coordinate the plan with your existing advisors, engage BFA for a Sprint, or explore ongoing FEU support.

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The Outcome

Walk Away With More Than a Report

Depending on the BF360 engagement you select, you will leave knowing:

  • What the business may be worth today, what it could be worth, and what is creating the gap
  • Where the business is consuming too much of your time, energy, and attention
  • Which decisions still depend too heavily on the founder
  • What is limiting profit, performance, and enterprise value
  • Which Freedom Lever deserves attention first
  • What should be addressed now and what should wait
  • What the future executive leadership and operating structure may require
  • Where tax, AI, automation, or intelligent systems may create leverage
  • What your next 90 days should prioritize
  • What the next 12 quarters should build toward
  • Whether your team can implement internally or needs additional support

The goal is simple

Replace complexity and uncertainty with truth, priority, and a high-confidence path toward greater value, greater freedom, and a business you do not have to carry alone.

Case Study

From Frustration to Freedom

The Story of Joe the Arborist

Joe runs a $1.2 million tree-service company. He came to BFA frustrated by a $90,000 tax bill and the lack of proactive strategic support around the business.

The tax bill was the visible problem. The deeper issue was that no one was helping him look across the entire business and connect the financial decisions, operating structure, strategic priorities, and life he wanted the company to support.

Our team identified more than $30,000 in missed tax-saving opportunities, helped clarify potential structural changes, and developed a focused strategic plan.

Today, Joe has greater clarity, improved profitability, and more time with his family. His experience reflects what many founders discover:

The issue that finally gets your attention is not always the issue that most needs to be solved.

Why It Works

Most Advisors See One Piece. BF360 Examines the Whole Picture.

  • Most tax professionals primarily look backward.
  • Most coaches focus primarily on the founder.
  • Most operational advisors focus on processes.
  • Most technology firms focus on tools.

Business Freedom 360 connects

Financial performanceBusiness healthExecutive performance Owner dependencyRevenueOperationsRisk Tax strategyIntelligent systemsEnterprise value Founder Life QualityLong-term optionality

Because improving the company without improving the founder’s life is not Business Freedom. And improving the founder’s life without building a healthier company is not sustainable.

Choose Your Engagement

Questions

Frequently Asked Questions

Which BF360 engagement is right for my situation?

BF360 Focus is designed for a founder who needs a Business Health and Value assessment, an estimated current and potential value, and clarity about the right first priority.

Clear Path is recommended when the company needs full TriMetric alignment across Business Health, Executive Performance, and Life Quality, plus complete future-state architecture and a long-term Roadmap.

Accelerated is appropriate when the company needs both the complete Roadmap and BFA’s help putting the critical first steps into action.

Can I begin with BF360 Focus and add Clear Path later?

Yes.

A BF360 Focus client who chooses to move into Clear Path within six weeks of the final findings presentation may apply the full $3,500 investment toward the $10,000 Clear Path engagement.

If more than six weeks have passed, or the business has materially changed, BFA may recommend a brief review before beginning the next phase.

Can I complete Clear Path now and add the Sprint later?

Yes.

A Clear Path client may add the 6-Week Founder Freedom Sprint for $15,000 within six weeks of the final strategic readout.

If more time has passed or the business has materially changed, BFA may recommend a brief Roadmap refresh before implementation begins.

Is BF360 Accelerated the same as an ongoing FEU engagement?

No.

Accelerated includes one defined six-week implementation Sprint focused on the highest-value initial constraint.

The Fractional Executive Unit is an optional ongoing relationship for companies that need continued executive leadership, implementation support, or operating capacity.

Can my existing team or advisors implement the Roadmap?

Yes.

The BF360 findings, strategies, plans, and recommendations belong to you. Your internal team or existing advisors may implement them.

BFA implementation support is available but is not required.

What if I already have a CPA, CFO, EOS Implementer, coach, or other advisor?

BF360 is designed to complement existing advisors.

Most advisors see one functional area. BF360 helps connect the financial, operational, leadership, strategic, technological, and founder-life perspectives so everyone can work from a clearer and more integrated plan.

Is BF360 mainly a tax review?

No.

Tax strategy is one component of the Business Health perspective. BF360 examines the business as a whole, including financial performance, leadership, owner dependency, operations, revenue, risk, intelligent systems, enterprise value, and founder Life Quality.

Is my information confidential?

Yes.

Financial, tax, leadership, and organizational information is handled securely and confidentially.

Choose Your BF360 Engagement

Choose the Business Freedom 360 Engagement That Matches Your Need

“I need to know what the business may be worth, what is limiting its value, and what to address first.”

BF360 Focus — $3,500

Choose BF360 Focus

“I need the complete future-company architecture and strategic Roadmap.”

BF360 Clear Path — $10,000

Choose Clear Path

“I need the complete Roadmap and BFA’s help putting the critical first steps into action.”

BF360 Accelerated — $25,000

Choose BF360 Accelerated

Confidential. Founder-focused. Built around your real company.

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