Scale · Most owners start here

One report. Three answers.

What your business is worth. What’s holding that number back. What it takes to grow it. Reviewed with you, live, by an advisor. $2,500 flat fee.

Get my Diagnostic Report Back to Scale overview

Business Health Score and progress cards

What you actually get

Not a certified number. A full picture.

This is a value range and a roadmap, not a bank-ready certified valuation. Need one of those? See the Certified Valuation.

Value RangeSample

Estimated range

$1.2M–$1.6M

Key driverOwner dependency

Key driverCustomer concentration

Business Health Score5 factors

Owner DependencyFair

Financial ReadinessGood

Operational ReadinessFair

Growth PotentialStrong

Your Review CallLive, 1:1

Walk through the range15 min

Discuss strengths & gaps10 min

Your next-step plan5 min

What gets scored

Five things buyers actually score you on.

Owner Dependency

Can it run without you for 30 days?

Financial Readiness

Clean books at a healthy margin.

Operational Readiness

Documented, not tribal knowledge.

Customer Concentration

How much rides on one account.

Growth Potential

A story a buyer can underwrite.

Beyond the report

If a gap is outside our scope, we know who to send you to.

Your advisor refers you to these partners as needed. These are referrals, not services Bridge provides directly.

Tax & bookkeeping

TaxHive

Legal

Fabian VanCott
Kirton McConkie

AI & automation

Atonom

Financial advice

Bernstein
Exponent Wealth

Marketing

SentRise Marketing
TargetRiver Marketing

Common questions

What owners actually ask.

Is this the same as a certified valuation?

No. This gives a value range and a roadmap. A certified valuation gives a specific, bank-ready number.

What happens on the review call?

An advisor walks through your range, your Health Score, and what to work on first, live.

What do I need to provide?

Recent financials and basic business details. Your advisor tells you exactly what’s needed.

What if I want to keep working with Bridge after?

Your advisor recommends next steps, whether that’s Scale Membership or getting ready to list.

Talk to a Bridge advisor

Start with a free consultation.

Tell us where you are today. A Bridge advisor will help you understand the options and the next practical move.

Talk with Bridge Book a call directly

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