Free tools

Ten minutes of homework.

Two self-assessments, built from the same questions I ask on a first call.

Score them honestly and you’ll know which conversation to have with me, or whether you need one at all. No form, no email required. Print them, mark them up, and keep them.

Culture Snapshot

Is your culture helping the business execute, or working against it?

Twenty statements across six dimensions: trust, leadership and accountability, performance and pressure, strategy and alignment, structure and autonomy, and growth. Rate each one, add it up, and see where the friction actually is.

  • Two pages, about ten minutes
  • Scoring bands from Performance-Ready to Growth-Constraining
  • Works best when two people who don’t report to you score it too
Download the Culture Snapshot
Owner Dependence Self-Rating

How much of the business is really you?

Six places a company can depend on its owner more than a buyer, a lender, or a successor would like: decisions, customers, know-how, the bench, key people, and suppliers. Rate each one against plain-language descriptions and get a dependence band from Low to Severe, plus the usual fixes in the order they pay off.

  • Two pages, about ten minutes
  • Total of 6 to 30, banded Low to Severe
  • Worth doing two years before you think you’ll sell
Download the Self-Rating
Scored it and want a second read? Grab 30 minutes on my calendar, free, and we’ll go through your numbers together. No pitch. Or, if the total surprised you, start your game: the Huddle is $350 a month for exactly this kind of untangling.

Schedule a free call See ways to work together

Both tools are free for use in your own business. Not for resale or redistribution. © 2026 SGR Advisory.