What we measure. What we won't claim.
A professional firm publishes what it can defend and refuses to publish what it can't. These are the outcomes the OWNABLE OS produces — and the ones no one should promise an owner-led business.
The three outcomes the firm claims
Transferability up
Measured on a 100-point scale. In the first 12 months of OS installation, we typically see a 15–35 point increase in a previously unscored business.
Hidden taxes down
The dollarized five hidden taxes — owner-dependency discount, working-capital drag, capital structure, governance, and concentration — typically reduce by 30–60% in the first 18 months.
Exit readiness written
A written, defensible exit-readiness position — including the documented gap list — that the owner can act on when the right window opens. Not a forecast. A position.
What we will not claim
The most important page on a professional firm's site is often the one that says what it will not promise. Promises about what a private market will pay for a private business at an unknown future date are not honest. We do not make them.
How outcomes are measured on every engagement
- Quarterly equity review with the same scoring rubric, every quarter.
- Transferability score deltas are signed by the engagement principal.
- Hidden-tax dollar reductions are tied to specific OS interventions in the install plan.
- Capital access is logged against the capital plan — what opened, what closed, why.
- Exit-readiness changes are logged with the date and the underlying decision.
"We will tell you what the OWNABLE OS will measurably change in your ownership position. We will refuse to tell you what a buyer will pay for it. Those are different conversations and they should stay that way."— The firm's posture on results
Read the rest of the doctrine
- The Firm →
The institutional structure behind the work.
- The Approach →
The five disciplines of long-term equity management.
- The Practice →
How engagements actually run.
- Who We Serve →
Founders, affiliated firms, strategic partners.
Frequently asked questions
What outcomes does the firm actually claim?+
We claim three: a measurable increase in transferability score, a measurable reduction in the five hidden taxes, and a written, defensible exit-readiness position. We do not claim valuation multiples, sale prices, or rates of return on the equity position.
Why don't you publish case studies with company names?+
We hold confidentiality on owner-led businesses. We publish patterns, ranges, and anonymized examples. When a client wants to be named publicly, we coordinate the disclosure with their counsel.
How do you measure transferability?+
On a 100-point scale across four dimensions: financial clarity, operational independence from the owner, customer and supplier concentration, and governance maturity. The score is the headline number on every quarterly equity review.
See your own baseline.
The Ownership Assessment returns the same scores we use on every engagement. 12 minutes.