Scale your business
Transform your business in 12 months.
Not a one-time report. Ongoing advisor support through all four pillars, with your Business Health Score tracked quarter over quarter.
See if Scale Membership is right for you Start with the Diagnostic Report
SMB Playbook Membership
Four pillars, one operating plan.
Your advisor works the pillar that needs attention first, then moves through the rest, with your Business Health Score re-scored each quarter.
Illustrative pacing. Your advisor prioritizes the pillar that needs work first, based on your Business Health Score.
Months 1–3
1. Systemize
Document the SOPs and tools the business runs on, instead of running on you.
Months 4–6
2. Optimize
Put leaders, KPIs, and accountability in place so it runs without you in the room.
Months 7–9
3. Maximize
Grow revenue and profitability in ways that actually move your valuation.
Months 10–12
4. Position
Get prepared and positioned for an ideal exit, whenever you choose to sell.
Ongoing 1:1 advisor support, not a self-serve course
Quarterly Business Health Score re-assessment
Access to Bridge events: the M&A Series, Utah Small Business Summit, Utah ETA Meetup
Where you start
Five things buyers eventually score you on.
Sample scores, illustrative only. Your Business Health Score assessment scores your real numbers.
Owner Dependency
Can the business run without you for 30 days?
Fixed in: Systemize
Financial Readiness
Clean financials at a 20%+ cash flow margin.
Fixed in: Systemize, Maximize
Operational Readiness
Documented SOPs, not tribal knowledge.
Fixed in: Systemize, Optimize
Customer Concentration
One customer being too much of revenue.
Fixed in: Maximize
Growth Potential
A believable path to keep growing.
Fixed in: Maximize, Position
The number that decides financeability
Know your cash flow margin.
A margin around 20% or higher is the practical floor for a business a buyer can finance with an SBA loan. This is one of the first things Scale Membership works on.
Revenue$1,000,000
Cash flow at 20% margin$200,000
Annual SBA debt service (~15% of loan)−$150,000
Left for the buyer to live on$50,000
Real outcome
Four months, before going to market.
Individual results vary. Past outcomes do not predict future results.
Chiropractic · Prep-stage
4 months of Playbook prep
A chiropractic practice worked through the SMB Playbook’s prep priorities before going to market. Its valuation range moved from roughly $700,000 to $1.2 million in 4 months.
Methodology: SMB Playbook, four-pillar diagnostic
Beyond the Playbook
A network of vetted partners, when you need one.
Membership includes referrals to these partners for work outside our scope. 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.
I’m not ready to sell yet. Is this for me?
That’s exactly when to start. Most Bridge clients are 1 to 3 years out. Early planning means a stronger business when you decide to exit.
What if my business depends entirely on me?
That’s the single biggest thing that drags down value, and it’s fixable. Systemize and Optimize exist specifically to close that gap.
How is this different from the Diagnostic Report?
The Diagnostic Report is a one-time snapshot. Scale Membership is ongoing work across 12 months, with quarterly re-scoring and advisor support.
What does it cost?
Pricing depends on your business and where you’re starting from. Talk to an advisor and we’ll walk through what fits.
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.