All Six Tools — Pick Your Starting Point
Start with HALO for the composite view, or jump directly to the diagnostic that matches your most pressing strategic question.
The composite view. Four-pillar HALO Index: High Assets, Low Obsolescence, Growth Readiness, Exit Readiness. HALO 70+ correlates with 8–12x EBITDA multiples vs. 4–6x below 50. Most companies start here.
Seven-pillar diagnostic for founders at growth inflection points. Identifies the exact constraints blocking your next revenue tier — sales infrastructure, ops scalability, hiring velocity, PMF depth, and more.
Seven-pillar valuation score covering Revenue Quality, Margin Profile, Customer Diversification, IP & Defensibility, Management Depth, Market Positioning, and Financial Readiness. Estimated EBITDA multiple range and prioritized improvement roadmap.
Five-pillar leadership diagnostic across strategic vision, operational execution, team development, financial stewardship, and change management. Reveals the growth ceilings tied to leadership gaps before they derail your trajectory.
Five-pillar M&A diagnostic: Due Diligence Readiness, Financial Structure, Integration Capability, Deal Team, and Cultural Alignment. Works for both buy-side and sell-side. Gap analysis with severity ratings per pillar.
Six-pillar exit diagnostic: Financial Documentation (20%), Customer Concentration (15%), Owner Dependency (20%), Recurring Revenue Quality (20%), Legal & IP (10%), Buyer Attractiveness (15%). EBITDA multiple estimate and gap-prioritized action plan.
The Results Point Somewhere. We'll Help You Get There.
Diagnostics show you the gaps. Our advisory team helps you close them. Senior operators who've built and exited at the mid-market level — not analysts running slide decks.
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