How it works

Know what it's worth.Then make it worth more.

Your Value Baseline shows you what a buyer would pay today. Then a Partner helps you grow it, or sell it, for more.

Curious what your business could become?

A Partner who's built and sold companies160+ value markers scoredA market estimate of your business, pulsed every quarter20+ tools to run a better businessCash flow management toolsQuarterly planning with your PartnerA 3-year Value Path, updated every yearOwner-optional systems and playbooksDiligence-ready, whenever you areGrowth strategist and M&A lead on your benchOwner Dinners and community events0% equity taken. It stays 100% yours
Start here

30 minutes · Free and confidential

Know what your business is worth.

A free, confidential call with a Horizon Partner. You’ll hear how a buyer sees your business today, a realistic range for what it’s worth, and the one thing holding the number down.

What we'll cover in 30 minutes:

A market read: what companies like yours are selling for right now
Where you stand: where yours lands, and what's holding it back
What you want next: grow, step back or sell, and when
Your path: a straight answer on whether we're the right partner for you
Your readiness: whether you're ready to build value with us
Step One: Your Value Baseline

Horizon · Value Baseline

A complete health check for your business.

Far more than a valuation. We pinpoint what to fix first: the clearest levers to grow profit, give you back time to build instead of operate, and lower the risk holding your value back.

1 day

of your time

4 weeks

to your results

160+

value markers

Horizon

Northline Mechanical · Value Baseline

$14.6M

What your business could be worth in 3 years. Today, $8.4M.

Value today+$6.2M hidden value

Horizon Score

58 / 100

Multiple

4.2x → 5.5x

Status

Saleable today

How a buyer sees you

Recurring contracts4.9
Safety and compliance4.1
Owner dependenceNeeds work2.6
Customer concentrationAt risk2.2

The Value Baseline

From $20,000 · per company, one owner included. Additional owners quoted on your discovery call.

Backed by the 10x Guarantee
Not ready for the full Value Baseline?Start with a two-hour Value Session for $5,000, fully credited toward it.

Ideal for owners who want

A buyer's-eye view of what it's worth
Early warning on the risks holding value back
A baseline to track progress over time

What's included

160+ value markers, including
Normalized earnings
Owner dependence
Customer concentration
Recurring revenue
A market estimate of your value, and the range
A confidential read from the market
Your business shown with no name attached
To buyers and bankers who’ve closed deals in your space in the last 12 months
Their honest feedback, built into your results
Benchmarks against the best businesses in your market
A Partner-led Value Day
A 1:1 results session with your Partner
Your three moves, in order
Your Value Baseline Results, yours to keep

Day one

Value Day

Think of it as a management meeting day. One day of your time, and we run the same checks a buyer's team would.

Your numbers, team, customers and systems
An in-depth interview with you
The analysis happens behind the scenes, not in your week

Four weeks later

Your results

All 160+ value markers, scored against the best businesses in your market, walked through 1:1 with your Partner.

Value Baseline Results3 of 160
Recurring revenueStrong
Pricing powerWatch
Owner dependenceAt risk
What it's worth today, and the range around it
The three moves that matter most, in order
Our call: sell now, or hold and let it compound

The questions we answer

Should I sell, or should I hold?
What's it actually worth today?
What would a buyer find that I'd rather find and fix first?

Most owners first see their business this clearly when a buyer hands them a number, with every flaw priced in as a discount. You see it first, while there's still time to fix it.

Your Value Baseline journey

Before

Your fit call

30 minutes with a cofounder. What companies like yours sell for, where yours lands, and whether we're the right fit.

Day 1
Data requestNorthline Mechanical4 of 8
✓3 years of financial statements✓3 years of tax returns✓Revenue by customer, top 20✓Owner pay and add-backsService contracts and renewalsOrg chart and key rolesAR and AP agingLeases, debt and equipment list

Your onboarding call

Your vision, in your words. Then one data request with what a buyer would ask for, so your team pulls it once.

Weeks 1 to 3
Northline_Baseline.xlsx162 of 164 scored
ABC
1MarkerScoreValue2Adj. EBITDA (restated)—$2.0M3Recurring contracts4.9+$1.9M4Owner dependence2.6+$1.4M5Customer mix2.2+$0.9M6+158 more markers7Value gap+$6.2M
EarningsMarkersBuyer view

The analysis

Your numbers restated and all 160+ markers scored, behind the scenes.

Weeks 2 to 3
Our analysis
01Market valuation02Peer benchmarks03160 value markers04Buyer read

Your valuation and analysis

Valued on real sold deals in your industry, benchmarked against peers, scored on 160 value markers, and tested with a live buyer or M&A advisor.

Week 4
Horizon

Northline Mechanical · Value Baseline

$14.6M

What your business could be worth in 3 years. Today, $8.4M.

Value today+$6.2M hidden value

Horizon Score

58 / 100

Multiple

4.2x → 5.5x

Status

Saleable today

How a buyer sees you

Recurring contracts4.9
Safety and compliance4.1
Owner dependenceNeeds work2.6
Customer concentrationAt risk2.2
AndreaKrystynMatt

Your results session

Three straight answers: could you sell it today, does it cover your work-optional number, and what could it be worth in 1 to 3 years. Plus a 12-quarter roadmap to your 3-year target, built on the 3 to 5 levers that matter most.

After your session

Your plan

ProfitReprice contracts
ValueHand off estimating
WealthSet your number

Receive your report and plan

One plan for your business and your life: the actions that close your profit, value and wealth gaps, in order.

Then

Choose your path

Then you decide. Grow it or sell it, by invitation.

Value Baseline testimonials

Megan RafuseCo-founder and CEO, Shift Collab

“I only started to think about my business as an asset when I started working with Horizon. No one ever talked to me about that. They gave us the areas to zone in on strategically, and now we have a path to the growth we want.”

COCo-ownerHealthcare platform

“Horizon gave us a clear and practical lens on where we stand today and what acquirers will care about most. Their process helped us identify gaps and prioritize next steps without overwhelming us.”

The 10x Guarantee

We find $200,000 in value, or your money back.

You keep your results either way.

$5.1Min value found by the average Value Baseline. Most owners clear the guarantee many times over.

For owners who share full financials and complete their Value Day. Claim within 30 days of your results.

Read the full guarantee →

Choose your path

Ways to work with us.

Every partnership starts with the Value Baseline. From there, we invite the owners we can help most into one of two 1:1 partnerships.

The Value Baseline

The most comprehensive health check for your business.

One timeFrom $20,000

Per company, one owner included. Additional owners quoted on your discovery call.

Book your discovery call

Includes

A Partner-led Value Day
160+ value markers scored
Benchmarks against the best businesses in your market
A market estimate of your value, and the range
A confidential read from active buyers and bankers
Your three moves, in order
Our call: sell now, or hold and build
A 1:1 results session
Backed by the 10x Guarantee

By invitation only

Growth Partnership

For owners building value, organically or through acquisition.

From$7,500 / mo

Annual program, by invitation

Start with a Value Baseline

Everything in your Value Baseline results, plus

Your Partner, every two weeks
Quarterly planning sessions
The ValueOS: cash flow, accountability, one-page plan
3-year Value Path and 12-quarter roadmap
Your value, re-scored every quarter
Your leadership team in the sessions
Owner Dinners and Worth Owning Live

By invitation only

Exit Partnership

For owners preparing to sell, on their timeline and their terms.

From$7,500 / mo

Set at your Value Baseline, based on your timeline

Start with a Value Baseline

Everything in your Value Baseline results, plus

A Partner who's sold at 8 and 9 figures
An M&A lead from day one
Normalized earnings, restated
Your data room and CIM, the confidential memo buyers read first
Risk clean-up and your equity story
Your deal team: legal, tax and wealth
Planning for life after the sale
KHMH

Not sure which path is right for you?

Book a call to see if we're a fit. 

Book a discovery call →

The Owner Shift

Build the value.Own your options.

We help you stop running a business and start owning an asset: one that grows in value, runs without you, and lets you sell, hold or step back on your terms. Then we get you to your end game.

Stop asking

How do we grow revenue?
How do I get more done?
Who's our biggest client?
What did we make this year?
How do I close this deal?
What's it worth?
How do we grow revenue?
How do I get more done?
Who's our biggest client?
What did we make this year?
How do I close this deal?
What's it worth?
How do we grow revenue?
How do I get more done?
Who's our biggest client?
What did we make this year?
How do I close this deal?
What's it worth?

Start asking

What would a buyer pay per dollar?
What still gets done if I step away?
How much value walks out with them?
What will it keep making without me?
Who else on the team can close it?
What would make it worth more?
What would a buyer pay per dollar?
What still gets done if I step away?
How much value walks out with them?
What will it keep making without me?
Who else on the team can close it?
What would make it worth more?
What would a buyer pay per dollar?
What still gets done if I step away?
How much value walks out with them?
What will it keep making without me?
Who else on the team can close it?
What would make it worth more?
“I only started to think about my business as an asset when I started working with Horizon. No one ever talked to me about that.”
Megan RafuseMegan RafuseCo-founder and CEO, Shift Collab

Learn more

Frequently asked questions

Can't find the right answer here? Visit our FAQ

Four weeks. Six to eight hours with you on the record, your numbers restated properly, and all 160 checks scored against what buyers in your market are paying right now. You end with what the business is worth today, what is holding the number down, and a first 90-day value sprint where every item has a finish line.

Most of the owners we work with are not selling. What makes a business sellable is the same thing that makes it run without you: less owner dependency, cleaner numbers, revenue that does not hinge on one relationship. You can sell it, step back from it, or keep it and let it compound. The work is the same either way.

Yes. A Value Session is two hours with a Horizon Partner, an operator who has built and sold companies, on your biggest opportunity, then a check-in 30 days later to make sure it moved. It costs $5,000, fully credited toward your Value Baseline if you go on to do one.

Ask about a Value Session →

You pay us a fee for the work. We are not a brokerage and we do not sit on your cap table, so nothing we recommend depends on you transacting. That is why we can tell roughly half of owners that now is not the right time.

Not unless you tell them. The Value Baseline runs with you and your numbers only. Nobody on your team is interviewed, and nothing goes to anyone outside the room.

Then the four weeks matter more, not less. An inbound offer is priced on what a buyer can see and verify, and the gaps get found either way. Better that you find them first, while there is still time to fix or frame them.

No, but the order of work changes. Talk to us first and we will tell you what is worth doing in the time you have, and introduce you to the people who run the process. Some of the 160 markers move a price in ninety days; most do not, and we will not sell you the ones that cannot.

You own the plan, whether you run it yourself or keep us in the room. Most owners keep going: the build runs in 90-day value sprints with your Partner every two weeks, and we rescore the drivers as the number moves.

Our work fits owners of profitable businesses roughly in the $2M to $100M revenue range. Below that, the right answer is usually that the money is better spent on growth than on diagnostics, and we will tell you so.

Curious how much value is trapped in your business?

In 30 minutes, one of our cofounders will show you what companies like yours are selling for, where yours lands, what’s holding it back, and whether we’re the right partner for you.

The 10x GuaranteeWe find $200,000 in value, or your money back.How the guarantee works →