Invest in a clearer view of your business.

Human-reviewed

Business report

A clear assessment of your business, with human review before delivery in 3-5 business days after we receive the required information.

$750USD / one-time

Choose the business report

Analysis of your information, reviewed by our team
Indicative business value range and key assumptions
Financial and operating observations
Initial improvement opportunities
Ready in 3-5 business days after required information is received

Best forOwners who want an initial assessment they can review in their own time.

Your $750 payment is credited toward report + consultation if you upgrade later.

Expert guidance

Report + consultation

The business report plus a conversation with an advisor to put the findings to use and agree on your next steps.

$2,750USD / one-time

Choose report + consultation

Everything in the business report
Preparation tailored to your questions and goals
A 1-2 hour consultation with financial and technical input
A written summary of agreed priorities
Our team reaches out within 2 business days with next steps

Best forOwners who want help interpreting the report and choosing their next steps.

$2,750 total. Already paid for the $750 report? Pay $2,000 more to upgrade.

In-depth advisory

Full diagnostic

A detailed financial and operating assessment, with a plan for improving earnings and business value.

Custom quoteBased on your scope

Request a quote

Detailed financial and technical review
Management interview and targeted follow-up
17-section report and financial model
Prioritized AI and operating improvement cases
A 90-day action plan and 12-24 month roadmap
A dedicated findings review and one round of clarifications

Best forOwners preparing for growth, succession, a future sale, or substantial operating changes.

Implementation is scoped and priced separately.

BUILD ON YOUR FIRST STEP

Start with the report. Keep the credit.

Your full $750 report payment is credited toward report + consultation whenever you decide to upgrade.

$2,750Report + consultation$750Your report credit$2,000To upgrade

Report packages are one-time prices in USD. The full diagnostic is quoted for your business. Scope, required information, delivery timing, and payment terms are confirmed before work starts.

Compare the depth of the engagement.

Choose the level of review and support that fits the decision you need to make.

What you receive	Business report	Report + consultation	Full diagnostic
Price (USD, total package)	$750	$2,750	Custom quote
Upgrade credit	$750 credited toward report + consultation	$2,000 more if you already purchased the report	Scope and fee agreed in your quote
Business report	Included	Included	Included in broader analysis
Expert review	Human review before delivery	Human review before delivery	Detailed financial and technical review
Report timing	3-5 business days after required information is received	Report in 3-5 business days; consultation scheduled separately	Agreed with your scope
Time with the team	Not included	1-2 hour consultation	Management interview, findings review, and clarifications
Financial analysis	Based on submitted information	Report assumptions discussed	Earnings adjustments, sensitivities, and supporting model
Improvement plan	Initial opportunities	Agreed priorities	Business cases, 90-day plan, and 12-24 month roadmap
AI assessment	Initial observations	Discuss potential uses	Review workflows, data, costs, and feasibility
Implementation and software	Separately scoped	Separately scoped	Separately scoped

Start with usable information.

Financial records, customer information, a description of how the business operates, and your goals form the starting point. The exact request list depends on the package.

Know what the fee covers.

Report + consultation is $2,750 in total. If you have already paid $750 for the business report, that payment is credited toward your upgrade, so you pay $2,000 more. We provide a custom quote for the full diagnostic before work begins.

Decide how to implement.

Software subscriptions, production builds, integrations, training programs, and ongoing support are separate from the diagnostic packages. You can use your own team or work with us.

AI CONSULTATION & ENABLEMENT

Need help putting the plan to work?

From a first workflow assessment to a working pilot and team training, we scope the work around the problem you want to solve.

Explore AI services

CONNECT WITH OWNERIQ

What’s next for your business?

Tell us where you want to go. Our team will respond within 24-48 hours.

Talk to our team