Understand your business. Decide what to improve next.
Use your financial information and local market context to build a clearer picture of business performance, estimated value and potential opportunities. The Advisory OS helps organise the analysis and turn relevant findings into practical next steps.
The valuation is free. No commitment ~ cancel anytime About two minutes: three years of revenue and profit, your location, and your website.
Your AI + your operating system
Give your AI a way to help with the work.
Review your business information and assigned tasks with a compatible personal AI assistant. Use supported tools to move from a recommendation to an action, while keeping control of what gets done.
See how your AI connectsExample requests
“Show me the tasks in my current improvement plan.”
“Help me draft an answer using the documents on file.”
Inside the owner workspace
Inside the Advisory OS
Know what to do next. Get help doing it.
Follow a clear action plan, see your progress and use a compatible personal AI to help with supported tasks.
If you’d answer yes to these, we should talk.
Want to know what your business is worth?
Answer a few plain questions ~ including your basic numbers ~ and see your free baseline tonight. No accountant needed.
Want to see the money you're not capturing?
We quantify your untapped opportunities in dollars ~ the prices your customers would accept, the revenue hiding in plain sight.
Want your competitors' weaknesses?
We scan the rivals on your block and hand you the gaps they're leaving open ~ so you can be the only one filling them.
Want marketing that's already proven?
Campaigns that worked for businesses like yours in markets like yours, adapted to your neighborhood and ready to run.
Four yeses? We’ll get all of it for you ~ starting with your number.
See what it’s worth ~ freeFind practical opportunities in the business you already run.
Pricing, customer retention, local competition, staffing and cash flow all affect performance. The tools help you examine these areas and identify questions worth investigating. You decide what fits your business and what to act on.
Competitive intelligence
We scan your real local rivals and hand you the read on where you stand.
Whitespace
We find the ground your competitors left wide open for you to own.
Pricing moves
We surface the low-risk price you can raise, dollarized and defensible.
Marketing plays
We draft campaigns proven for businesses like yours, ready for you to run.
Referral engine
We build and automate a two-way referral network with local partners.
Cash flow & rewards
We find the bills that can ride a rewards card so your cash stays in your account weeks longer.
Think of it as a structured way to examine the business and organise potential next steps. You remain in charge of the decisions and the work.
Start with your numbers. Work through the priorities.
Provide your available financial information and business details. The OS uses them to prepare an assessment and suggest areas to investigate. Review the findings, choose the actions that make sense and update the information as the business changes.
Upload once
Your latest numbers go in, and every tool runs on them ~ pricing, positioning, risk, staffing, and a full valuation.
Do one small thing
The plan is ranked by payoff. Pick the move at the top, knock it out, and check it off. A few minutes is enough.
Watch it add up
Each completed move updates the number you are building toward, so progress is visible instead of theoretical.
Build a business with clearer numbers and stronger systems.
Improving a business takes time and consistent work. Use the assessment to identify priorities such as documented processes, financial visibility, customer concentration and owner dependence. These improvements may also help prepare the business for future financing, succession or a sale.
From there the choice is yours ~ scale it, grow it, hand it to a manager, or sell it for more than it is worth today.
Tools to help you understand and improve the business.
Use the toolkit to explore valuation, local market opportunities, pricing, labour, cash flow and risk. Findings depend on the information available and should be checked before making business decisions.
See everything the tools doThe full suite ~ plus everything else on the Lift Tools page.
One plan, every tool ~ run it yourself.
Run it yourself
The full Lift Toolkit for your business.
No commitment ~ cancel anytime
Prefer to bring in an advisor?
Some owners would rather have a trusted professional in their corner. You can add an advisor to your workspace anytime. Until then, reach out and we will point you to a trusted advisor in North America who knows the system.
Advisor, on your terms
Get a clearer picture of your business.
Start with your financial information and business details. Review the estimated value and potential improvement areas, then decide whether to explore the tools yourself or work with an advisor.
No commitment ~ cancel anytime
Talk to a person
Not sure where to start? Call us.
Tell us what the business does and we will say plainly whether this helps, what it costs, and what the first week looks like. Or send it in writing instead.