Business Health Diagnostic Lite Snapshot

See What Your Business Is Really Telling You

Get a personalized, first-pass snapshot of your company’s financial performance, owner dependency, and business value.

Using a few key numbers and business inputs, the BHD Lite Snapshot helps identify where profit may be underperforming, where value may be getting trapped, and which areas deserve a closer look before your next major decision.

Get My Personalized Snapshot

You’ll see how your business is performing and clear next steps to increase its value, profitability, and owner freedom.

You Built the Business. But Do You Know What the Numbers Are Really Saying?

Hi, I'm Scott Landis, and a lot of business owners we talk to know something is off before they can really put a finger on it.

Revenue may be up, but profit still feels too thin. The team is busy, but too much still comes back to you. On paper, the business may look successful, but you’re not sure what is actually increasing its value. Or maybe holding it back.

That’s what the BHD Snapshot is for.

We take a look at a few key numbers and the way the business is operating, then help you see where profit, owner freedom, or business value may be getting stuck, and whether it makes sense to dig deeper.

—Scott Landis

Co-Founder
Business Freedom Advisors

Here’s how it works:

Step 1: Share a Few Key Numbers

You will provide several important pieces of business information, including:

+ Revenue

+ Operating income

+ Assets and liabilities

+ Basic margin context

+ Owner involvement

+ Current business goals and concerns

You may enter the information directly or provide your most recent profit-and-loss statement and balance sheet.

Step 2: We Build Your First-Pass Snapshot

Our team reviews the information to identify early signals related to:

✅ Financial performance

✅ EBITDA and margin performance

✅ Owner dependency

✅ Business value and transferability

✅ Growth or performance gaps

✅ Financial risk and resilience

✅ Areas that may warrant deeper investigation

This is directional. It provides a first-pass valuation, and diagnostic.

Step 3: Review Your Findings With a BFA Advisor

You will meet with a Business Freedom Advisor to review the snapshot, discuss what the initial signals may mean, and determine the most appropriate next step.

That may be:

⚪️ Acting on a few findings yourself

⚪️ Continuing to monitor the business

⚪️ Moving into Business Freedom 360™ for the complete diagnostic and 90-day roadmap

⚪️ Deciding that no further work is needed right now

No pressure. Just an informed next decision.

What You’ll Receive

Your BHD Lite Snapshot includes:

Review of key financial and business information
First-pass financial health snapshot
Early constraint and owner-dependency observations
Initial Freedom Lever readout
High-level value and transferability observations
Personal review session with a Business Freedom Advisor
Recommendation on whether Business Freedom 360™ is the appropriate next step

Your 3-Step Path to Clarity

Step 1

Share a Few Key Numbers

Fill out your top financial data or upload your P&L and balance sheet.

Step 2

Review Your Results

Meet with a BFA Advisor for a free review of your Business Health Diagnostic LITE.

Step 3

Choose Your Next Step

If valuable, you can upgrade to the full BHD Pro for $3,500 — backed by a money-back guarantee.

Ready to See Where Your Business Stands?

Get your Business Health Diagnostic LITE Snapshot now.

You’ll complete a quick form and schedule your complimentary review.

You will receive instructions for submitting your information and scheduling your personal BHD Lite review session.

FAQs:

What does the “Lite” version include?

The BHD Lite Snapshot includes a review of several key financial and business inputs, a first-pass diagnostic snapshot, early observations about constraints and owner dependency, and a personal review session with a Business Freedom Advisor.

What’s the difference between BHD Lite and Business Freedom 360?

Business Health Diagnostic Lite — $350

A first-pass diagnostic snapshot designed to help you look beneath the score and decide whether deeper clarity is worth pursuing.

Includes:

Key financial review

Initial constraint signals

Owner-dependency observations

First-pass Freedom Lever readout

Advisor review session

Business Freedom 360™ — $3,500

The complete Business Health Diagnostic and 90-Day Founder Freedom Roadmap.

Includes:

Full Business Health Diagnostic

Analysis across the seven Business Health domains

Key constraint findings

Cost of Chaos snapshot

Freedom Lever priority map

Advanced Tax Strategy Briefing

90-Day Critical Strategic Implementation Plan

Recommended first 6-week sprint

Do I have to share detailed financials?

No — you can either enter your top five numbers or upload your 12-month P&L and Balance Sheet if that’s easier. We need enough information to make the snapshot useful. That generally includes revenue, operating income, assets, liabilities, and basic business context. You may provide those figures directly or submit recent financial reports.

What happens after my review?

We will discuss what the first-pass signals suggest. You may act on the findings yourself, take no additional action, or move into Business Freedom 360™ if deeper diagnostic clarity and a 90-day roadmap would be valuable.

Who will I meet with?

You’ll meet with a certified Business Freedom Advisor — experienced financial and operational professionals who specialize in founder-led businesses between $1M and $20M in revenue.

Gain Clarity. Reduce Guesswork. Lead with Confidence.

Start your free Business Health Diagnostic LITE Shapshot today.

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