Business Owner Self-Assessment
Where is your Value Gap?
You have a number in your head for what your business is worth. The market may have a different number. That difference is your Value Gap — and it's one of the most useful things to understand before you think about stepping away.
This quick, educational self-assessment looks at five drivers that owners often consider when thinking about long-term business value. In about two minutes, you'll get a personalized snapshot and a clear, no-pressure next step.
- Rate your business across 5 key value drivers
- See a personalized snapshot of where your gaps may be
- Get one clear next step — no obligation
This assessment is an educational tool provided by Stone House Investment Management. Your answers are self-reported, and your results are general and for educational purposes only. This tool does not provide a business valuation or appraisal and is not investment, financial, legal, tax, or accounting advice. Please review the full disclosures at the end before relying on any results.
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Question text
Your results are ready
Where should we send your snapshot?
Enter your details to see your personalized Value Gap snapshot. We'll also have a Stone House advisor available if you'd like to talk it through.
Your Value Gap snapshot
Your results
This reflects your self-reported answers across five value drivers. It is a general educational snapshot — not a measure of your business's worth, and not a valuation.
How to read your results. Your results are based solely on the answers you provided and are intended for general educational purposes only. They are not a valuation, projection, prediction, or guarantee of any outcome. Many factors — including market conditions, industry, deal structure, timing, and circumstances outside your control — affect what any business may ultimately be worth. Statements below about how buyers generally behave are illustrative observations and may not apply to your business. Consider consulting qualified financial, legal, and tax professionals about your specific situation before making decisions.
Your five value drivers
What you shared with your advisor
Ready to explore your gap?
The clearest next step is a confidential Industry Analysis with a Stone House CEPA® advisor — a look at your business within the context of your industry, so you can make informed decisions about what comes next.
Request a confidential Industry AnalysisPrefer email? A Stone House advisor will follow up with you soon.
Important disclosures
Advertisement. This material is an advertisement as defined under Rule 206(4)-1 of the Investment Advisers Act of 1940.
Educational purpose only. This assessment is provided by Stone House Investment Management for general educational and informational purposes. It is not, and should not be relied upon as, investment, financial, legal, tax, or accounting advice, and it does not create or establish an advisory relationship.
Not a valuation. Your results are general and based solely on self-reported responses. They are not a business valuation, appraisal, fairness opinion, projection, or prediction, and should not be used as the basis for any transaction or decision.
No guarantee of results. No specific result, valuation, sale price, multiple, or outcome is promised or guaranteed. Statements about how buyers behave or how businesses are valued are general observations that may not apply to your business. Business value depends on many factors, including market conditions, industry, deal structure, timing, and factors outside your control.
Individual results vary. Any actions you take are at your own discretion and risk. Working with the Firm or any adviser does not guarantee any particular result.
Advisory services and risk. Stone House Investment Management is a registered investment adviser. Registration does not imply any certain level of skill or training. Advisory services involve risk, including the possible loss of principal. There is no assurance that any strategy, plan, or objective will be achieved.
Your information. Information you provide may be used to contact you and follow up regarding Stone House's services. See Stone House's Privacy Policy for details on how your information is collected and used.
Consult professionals. Consider consulting qualified financial, legal, and tax professionals regarding your specific circumstances before making any decision.
CEPA® is a registered trademark.
