2026 rates guaranteed through Dec 31
See your business
the way a buyer
will.
Could your company sell, and for how much? Get a clear answer, fast. The Company Vitality Index™ scores your business across the factors that drive a sophisticated buyer's decision. Find your gaps now, so every action you take adds to what your business is worth.
Sample Report
Company Vitality Index™
3.3
Composite / 6
Know where you stand. Before a big commitment.
We're entrepreneurs too, and we know the first step is often one you want to take on your own. That's why we built a self-serve version of our CVI™ and Valuation tool, using the same approach Jade Partners brings to every client engagement. Get a clear picture of where your business stands today, then decide what's next, whether that's making changes yourself or partnering with us for the full journey.
Is your business actually saleable?
What gaps are quietly holding back its value?
What could it be worth if you made changes from a buyer's lens?
The CVI™ measures your business across the four pillars buyers care about most: Performance, Transferability, People, and Growth. Our Valuation tool then applies real market methodology to give you an evidence-backed dollar figure you can defend.
No fluff. No guesswork. Just practical, actionable information you can start using today.
A starting point, not a finish line
This first step gives you clarity on three things: how ready you are to go to market, what your business is worth today, and which gaps to close. From there, you can decide if or when to go deeper with a Jade Partners engagement to prepare for the exit you want. Your timeline, your goals, with our experience behind you.
Measure results based on what matters most to you
Whether you want to go to market as soon as possible or optimize value for maximum purchase price, this tracks exactly where you stand and what it takes to reach your goals. This sample CVI™ gem diagram shows your four pillars scored and plotted against what a buyer needs to see.
Your numbers, unlocked at the finish
The example shows the format. Your personalized score, valuation range, and written analysis unlock as soon as you complete the CVI™.
Sample Output
Example company
3.3
Composite / 6
Are you ready to go to market now? Every category must meet its minimum threshold, a strength in one area can't offset a gap in another.
Where to focus next
Transferability: Document vendor contacts, pricing, and history so your team can manage suppliers independently.
Growth: Build a simple 12-month pipeline forecast so a buyer can see exactly where new revenue comes from.
From a “gut feeling” to a defensible number.
The same rigor Jade Partners brings to every client engagement, now available on demand, at your own pace, and in complete privacy.
Step 1
Answer 44 questions
A guided assessment across all four pillars, with clear, in-context help on every question to support accuracy. Save-and-resume up to 90 days.
Step 2
Get your CVI™ score
See exactly where you stand across Performance, Transferability, People, and Growth, and know which moves will matter most to a buyer.
Step 3
Pinpoint the gaps
Results are broken down by category against both your exit-readiness goal and your value-maximization goal, so you know what to prioritize.
Step 4
See it in real dollars
Add a Valuation to tie your score directly to what your business is worth. Prefer to have your bookkeeper enter the financials? A built-in handoff makes it simple.
Receive instant results. No sales call required.
Get StartedBecause the buyer's score is the one that counts.
A strong evaluation relies on more than financial formulas. For a buyer, the real question is whether the business will keep thriving. They need to trust the foundation it's built on and see that it doesn't all depend on the owner.
Our CVI™ starts with what buyers look for. It's built backwards by design.
Weighted for accuracy
Not every factor counts equally to a buyer. Our proprietary weighting reflects how much each one actually moves the offer.
Designed by human experts
Every question was built by certified advisors who know what buyers and appraisers actually consider when they evaluate a business. It isn't a generic checklist.
Accessible and private
Advisor-level insight at a fraction of the cost. Complete it anytime, from anywhere, and get your results as soon as you finish.
The Bottom Line
The businesses that sell for the best price aren't problem-free. Their owners found the gaps early and turned them into strengths, before due diligence could turn them into discounts.
Simple, transparent pricing.
Start free. Unlock the full assessment when you're ready. Every tier is self-serve, confidential, and yours to keep.
Lock in 2026 rates before they rise in the new year.
Company Vitality Index™
Assess your company's salability
- Full 4-category CVI™ score + composite
- Visual Gem Diagram report
- Guided interpretation & top actions
- Downloadable PDF report
- Complete on your own time, from anywhere
- Proprietary formulas by Certified Exit Planning Advisors®
- Confidential data, never sold
CVI™ + Valuation
The complete picture: readiness and value
- Everything in the Company Vitality Index™ and Company Valuation
- Your CVI™ score directly informs your value multiple for the most accurate results
- Single combined report & dashboard
- Confidential data, never sold
Company Valuation
Your directional listing price, range of value
- Recast EBITDA / SDE-based valuation range
- 3 years of data, most-recent-year weighted
- Industry-calibrated multiples
- In-context help for every financial field
- Option to add your bookkeeper for financial input
- Confidential data, never sold
Four critical categories. One clear answer.
Each category is scored independently, then weighted by its impact on real transaction value. The result tells you whether you're ready to go to market today, and what to change to get there or to reach your maximum value.
Performance
The fundamentals buyers underwrite first, including profit margins, cash flow, revenue durability, and overall operating quality.
Transferability
How well the business runs without you, including documented systems and customer relationships that transfer with the sale.
People
The strength, depth, and retention of your leadership and team, the human capital that keeps value intact after an exit.
Growth
The credible runway ahead, market position, demand trends, and the growth story that justifies a premium multiple.
What is your business worth?
Same-day results, no sales call.
Whether your exit is one year away or five, the businesses that sell for the best price belong to owners who prepared early. The CVI™ shows you where to start.