How healthy is the margin in your business life?
Rate your satisfaction across the areas that drive cash flow, peace of mind, and legacy. It takes about three minutes. 24 questions across 6 areas, scored on the spot.
Start the Assessment
Enter your details. Your scored results appear the moment you finish.
Why we made this
Most owners feel the strain long before they can name it. This scorecard turns that feeling into clear numbers, so you can see where your money is working for you and where it is not.
How we read it
We read your results the way we read a tax return, as a diagnostic baseline. The score is the way in. The system you build from it is the real work.
What happens next
Your answers come straight to us. We reply with the one or two moves that will free up the most margin first. No pressure and no obligation, just a clear next step.
Three books, free to read and listen
This scorecard grows out of the frameworks in these books. Read or listen to any of them at no cost.
The Living Margin
The foundation. Stewardship, the first portion, and leaving room in your money so life's surprises never break you.
Read and listen freeThe Margin Method
The system for owners. The Clarity Engine, a Stability Salary, and the twelve-week rhythm that steady your pay and your books.
Read and listen freeThe Profit Way
The next step. Building a business that runs on systems and profit, one that can fund your future and outlast you.
Read and listen free