The Discover Assessment


Overview of Discover

Using Discover helps you deliver immediate value by generating a report which includes the company's operational health and value, its potential value, the top three growth opportunities within the company, and highlights any significant risk conditions the business may have. The areas identified are opportunities for you to deliver your products and services to the client.

The Value of Discover Video


Prior to Discover

Before you run a Discover Assessment, make sure you are comfortable with the questions that will be asked. You should even run a Discover Assessment on your own business to really dig deeper into what it will be like for the owner.

Make sure you are comfortable with all of the terms associated with the assessment. Review the Technical Questions page for more information and then print out our Meeting Prep page below.

Discover Meeting Preparation


Starting Discover

We recommend that you run the assessment together so the advisor can best understand exactly what the business owner is thinking while answering the Discover questions.

For a full in-depth view at this process, download our How to Start guide.


Results of Discover

The Discover Report provides a fast and reliable estimate for the value of your business - called the Enterprise Value. The report also gives other valuable data about the business regarding the operational strengths and weaknesses.

Sample Discover Report


  • Using Discover helps you deliver immediate value by generating a report which includes the company's operational health and value, its potential value, the top three growth opportunities within the company, and highlights any significant risk conditions the business may have. The areas identified are opportunities for you to deliver your products and services to the client.

    The Value Discover Brings Video

  • Before you run a Discover Assessment, make sure you are comfortable with the questions that will be asked. You should even run a Discover Assessment on your own business to really dig deeper into what it will be like for the owner.

    Make sure you are comfortable with all of the terms associated with the assessment. Review the Technical Questions page for more information and then print out our Meeting Prep page below.

  • We recommend that you run the assessment together so the advisor can best understand exactly what the business owner is thinking while answering the Discover questions.

    For a full in-depth view at this process, download our How to Start guide.

  • The Discover Report provides a fast and reliable estimate for the value of your business - called the Enterprise Value. The report also gives other valuable data about the business regarding the operational strengths and weaknesses.

    Sample Discover Report