STEPS Program Readiness Assessment
Build a Business That’s More Valuable Today & Ready for Tomorrow
Find out what’s driving your business value, where opportunities exist, and what it takes to build a stronger, more valuable company.
Better Decisions Start with Clarity.
Most business owners know where they want to go but not always what’s standing in the way.
The STEPS Program Readiness (Clarity 1) Assessment evaluates the operational, financial, and strategic drivers that influence long-term business value. The assessment helps owners understand where their business stands today, identify areas of improvement, and build a foundation for growth, succession, or transition. More than preparing for a future exit, the assessment is a first step toward building a stronger, more valuable business and making informed strategic decisions for the future.
For Owners Building Long-Term Value
The STEPS Program is designed for privately held business owners focused on strategic thinking, long-term planning, and continuous improvement. Whether your goal is growth or succession, the Readiness Assessment provides a clear starting point for building long-term value.
Growth-Focused Owners
Build a stronger, more valuable company by identifying the opportunities that will have the greatest impact on long-term growth.
Owners Planning Ahead
Whether a transition is years away or simply part of your long-term vision, start building the business you want before you need it.
Founder-Led Businesses
Reduce owner dependency by strengthening leadership, systems, and processes that allow your business to operate more independently.
Preparing for Succession or Sale
Maximize enterprise value and create more options by preparing your business to pass on to the next generation or for successful sale well before an ownership transition.
PROGRAM BENEFITS
What You’ll Gain
Whether your goal is accelerating growth, preparing for succession, or reducing owner dependency, the assessment provides the clarity to make more confident strategic decisions.
Understand What Drives Value
Identify the leadership, operational, financial, and strategic factors that influence enterprise value and highlight where your greatest opportunities exist.
Create More Options
Whether your future includes growth, family succession, leadership transition, outside investment, or an eventual sale, preparation creates flexibility.
Leave with a Clear Path Forward
Receive your Strategic Capacity Score, a comprehensive assessment report, and actionable recommendations to help prioritize your next steps.
Growth Drive Assessment
Understand Your Strategic Capacity
Powered by Growth Drive, the STEPS Program Readiness (Clarity 1) Assessment measures your company’s Strategic Capacity, its ability to grow sustainably, increase transferable value, and prepare for future opportunities or ownership transitions. The assessment provides a data-driven benchmark to help prioritize initiatives with the greatest long-term impact.
Leadership
Assess the strength of your leadership team, organizational alignment, and accountability to reduce owner dependency and support sustainable growth.
Financial Performance
Review the financial drivers that support profitable growth, healthy cash flow, and long-term enterprise value.
Operations
Evaluate the systems, processes, and operational capabilities that enable your business to scale efficiently and consistently.
Strategic Direction
Measure your company’s ability to execute on long-term goals, adapt to change, and intentionally build value over time.
What You’ll Receive
Every assessment concludes with a comprehensive report and a private strategy session that help you understand your results, prioritize opportunities, and identify practical next steps.
- Growth Drive Report
- Strategic Capacity Score
- Analysis of value drivers
- Strengths
- Risks
- Priority opportunities
- 60–120 minute collaborative session
- Review findings
- Discuss goals
- Prioritize initiatives
- Determine next steps
Your Journey
From Insight to Action
Once your assessment is complete, you’ll meet with advisors from HeimLantz and Clear Growth Advisors to review your results, discuss your goals, and identify next steps. Whether you move forward independently or with our team, you’ll leave with objective guidance and a clear path forward.
1. Complete the Assessment
Evaluate the operational, financial, leadership, and strategic factors that influence your company’s Strategic Capacity and long-term value.
3. Build Your Roadmap
Prioritize the initiatives that will have the greatest impact on business performance, enterprise value, and long-term readiness.
2. Review Your Results
Meet with advisors from HeimLantz and Clear Growth Advisors to review your assessment, discuss your goals, and identify key opportunities.
4. Move Forward with Confidence
Implement your roadmap independently or continue working with our advisors to build value over time.
POWERED BY TWO TRUSTED ADVISORS
Business Strategy Meets Financial Strategy.
The STEPS Program Readiness (Clarity 1) Assessment combines the expertise of HeimLantz and Clear Growth Advisors to help business owners strengthen both their companies and their personal financial future.
Clear Growth Advisors helps businesses increase enterprise value through leadership development, operational improvement, and strategic growth. HeimLantz helps owners align that growth with thoughtful tax planning, wealth management, valuation, succession, and long-term financial strategy.
Together, we help you increase business value while preparing you to achieve your long-term personal and financial goals.
FAQs
Is this only for owners planning to sell their business?
No. In fact, the greatest value comes from starting early. Whether your goal is growth, succession, or an eventual exit, building a stronger business today creates more opportunities tomorrow.
What makes this different from a business valuation?
A valuation estimates what your business may be worth today. The STEPS Program Readiness Assessment helps identify the factors influencing that value—and provides practical guidance for improving it over time.
What happens after I complete the assessment?
You’ll receive a comprehensive Growth Drive™ assessment report, your Strategic Capacity Score™, and participate in a private strategy session with advisors from HeimLantz and Clear Growth Advisors to review your results and discuss potential next steps.
Is there any obligation beyond the assessment?
No. The assessment can be completed as a standalone strategic evaluation or serve as the first step in a broader advisory engagement. The choice is entirely yours.
Who should participate?
The assessment is designed for owners of privately held businesses who want to improve enterprise value, strengthen leadership, reduce owner dependency, and prepare intentionally for the future.
STEPS Program Readiness Assessment
Take the First STEP
The Future of Your Business Won’t Build Itself.
