Health & Value Assessment

See What Your Business Is Worth and What Will Make It Stronger.

Propel’s Health & Value Assessment gives leadership teams a practical way to understand enterprise value, diagnose business health, and identify the highest-impact improvements to make next.

Business Health & Enterprise Value

Enterprise Value Starts With
Operational Clarity

Enterprise value is more than a number. It is a clearer way to understand how strong, scalable, and transferable the business really is — and where focused execution can create the greatest return.

 
 
Assessment

Start With a Clear Baseline

The Health & Value Assessment helps owners, leadership teams, advisors, and partners establish a baseline for business health and enterprise value before deciding what needs to change.

Enterprise value appraisal

Understand the current value of the business and the factors that influence it.

Business health snapshot

Identify operational strengths, gaps, risks, and opportunities across the company.

Focused improvement priorities

Turn assessment results into a practical roadmap for increasing value over time.

Health and Value Assessment dashboard
Value Improvement System

From Assessment to Action

Propel helps you assess the business, identify value drivers, turn priorities into initiatives, and track progress over time.

 

Establish Baseline

Start with a clear appraisal of value, health, and priority gaps.

Assess Health

See which parts of the business are helping or hurting value.

Improve Execution

Turn priorities into initiatives with ownership and accountability.

Track Results

Measure progress and show how improvement work is moving the business forward.

Sample report
 
The Output

A Report That Turns Insight Into Next Steps

The sample report gives buyers a simple preview of how Propel connects assessment responses to enterprise value, business health, and focused execution priorities.

  • Clear business health and value snapshot
  • Driver-level insight into what is helping or limiting value
  • Prioritized recommendations leaders can turn into initiatives
  • A stronger way for advisors and partners to show ROI for their services
View the Sample
The 24 Value Drivers
24 Value Drivers

The Levers That Make a Business More Valuable

The Health & Value Assessment helps teams diagnose, prioritize, and track the areas that make a business stronger, more scalable, and less dependent on any one person.

Financial
  • Clear pricing structure with strong gross margin analysis.
  • Predictable, recurring, or pre-contracted revenue streams.
  • Forward-looking financial forecasts.
  • Regular financial statement reviews with trend analysis.
Sales
  • Diversified customer base with reduced concentration risk.
  • Defined, repeatable sales process with tools and systems.
  • CRM-driven tracking and forecasting.
  • Sales structure that reduces owner dependency.
Marketing
  • Clear strategy for attracting ideal customers.
  • Lead generation plan with goals and performance reviews.
  • Consistent pipeline creation that supports growth targets.
  • Data-driven understanding of acquisition costs.
Leadership
  • Strong departmental ownership with fewer single points of failure.
  • Leadership systems for accountability and strategic reviews.
  • Effective meeting rhythms that drive decisions and results.
  • Performance-driven culture with retention and consistency.
Recruiting
  • Defined job roles with KPIs and clear expectations.
  • Structured interview process to hire the right talent.
  • Recruiting engine that delivers candidates at a sustainable cost.
  • Onboarding and training strategy for key positions.
Productivity
  • Standard operating procedures and automation across departments.
  • Integrated technology and project management tools.
  • Owners spending more time on the business, not only in it.
  • Teams with strong planning, time management, and execution habits.
Assessment Management & Campaigns

Manage Assessment Campaigns
From One Place

 

See how assessment campaigns can be managed, shared, and tracked inside Propel so teams and partners can move from outreach to insight to action.

Visibility

Show Progress After the Assessment

The value of the assessment is what happens next. Propel gives leadership teams visibility into improvement work, ownership, and execution so the business can keep moving forward.

Enterprise value and scorecards

Track business health, key metrics, and progress against the outcomes that matter.

Initiative roadmaps

Turn improvement priorities into clear projects, owners, timelines, and next steps.

Accountability and ownership

Keep improvement work moving with assigned owners and visible follow-through.

Health and Value improvement visibility

“We finally understand what is driving value in the business — and what we need to improve next.”

Ready to understand and improve business value?

 

Propel helps you assess business health, identify value drivers, and turn improvement priorities into execution.

Get Started