BUSINESS HEALTH ASSESSMENT TOOL FOR PROFESSIONAL ADVISORS

For CPAs, Business Lawyers, and M&A Professionals

The client assessment framework that identifies succession risks before they become crises.

This professional tool includes:

✅ Complete Assessment Framework - the same proven 8 Freedom Factors methodology adapted for professional advisor use

✅ Client Conversation Scripts - how to introduce and position the assessment as business optimization rather than succession planning

✅ Professional Interpretation Guide - what each score pattern means for client risk and opportunity identification

✅ Risk Prioritization Matrix - systematic approach to identify which clients need immediate vs. long-term attention

✅ Co-Branding Guidelines - customize the assessment with your firm's branding for client use

✅ Revenue Opportunity Analysis - framework for identifying additional service opportunities revealed by the assessment

✅ Implementation Guidance - step-by-step approach to integrate this tool into your existing client service model

Transform difficult succession planning conversations into strategic business improvement discussions your clients actually want to have.