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THE VALUE GAP QUIZ

Be among the first to take the Value Gap Quiz.

We’re putting the finishing touches on a short, free self-assessment built for business owners. Add your name below, and we’ll email you the link the moment it’s live — so you’re among the first to take it.

Join the early list

We’ll email you the Value Gap Quiz as soon as it’s live.

By submitting your information through this form, you agree to allow Stone House Investment Management to use the provided information for marketing purposes. This may include, but is not limited to, sending promotional emails, newsletters, and other marketing communications.

Investment advisory services are provided by Stone House Investment Management, LLC, an SEC-registered investment adviser. Contacting Stone House does not create an Advisory relationship.

What it’s for

What the Value Gap Quiz helps you see

For many owners, the business is the largest part of the retirement plan. The “Value Gap” is the distance between what your business could be worth today and what you’ll need it to be worth to retire the way you want. The quiz walks you through the same drivers that tend to shape that picture — so you can see where you stand and what to focus on next, well before you’re ready to sell.

How much it depends on you

How well the business runs day to day when you’re not in the room.

Clean, consistent financials

Books a buyer can follow and trust, without a lot of digging.

Revenue you can count on

Repeat, diversified business rather than a handful of large accounts.

Risk and readiness

The things that tend to give buyers pause — and where you can get ahead of them.

It takes about five minutes, it’s multiple choice, and there are no numbers to look up. It’s a starting point for a clearer conversation — not a valuation.

Investment advisory services are provided by Stone House Investment Management, LLC, an SEC-registered investment adviser. Contacting Stone House or taking the Value Quiz does not create an Advisory relationship.

Early Access

How the early list works

Add your name

Enter your first name and email in the form above.

You’ll hear from us first

When the quiz goes live, everyone on the early list gets the link before we share it more widely.

Take it on your own time

A few quiet minutes, whenever it suits you. Nothing to prepare.

See where you stand

You’ll get a plain-language starting point you can bring to a Stone House advisor whenever you’re ready.

From the podcast

Heard about the Value Gap on Blue Collar Wealth? You’re in the right place. This is the tool the team mentioned on the show — add your name and we’ll make sure it reaches you as soon as it’s ready.

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