Practical decision support

Agency Finance Tools & Diagnostics

Assess leadership leverage, founder dependence and account expansion risk. Each tool turns a difficult business question into practical decision support and a clear next step.

Where should I start?

Start with the Founder-Dependence Checklist if you are unsure which issue is most urgent. It gives the broadest view of where owner involvement may be limiting resilience, growth and enterprise value.

These frameworks are the starting point. The interpretation is the next step.

A Diagnostic Sprint applies them to your actual numbers — benchmarked, written up, and turned into a decision.