Free Tools

Three free tools. One picture of where you stand.

Each one answers a different question — how strong is your practice, how much business development you need, and what your biggest gap is costing you. They all speak the same language, so the answers add up.

Start here · 3 minutes

The BEACH Assessment

The full diagnostic. Score yourself across the six dimensions that decide whether an independent practice holds together — and see your primary blocker.

  • Six-dimension score
  • Your single biggest blocker
  • A personalized next step

2 minutes

Business Development Calculator

How much business development do you actually need to hit your goal — and where should it go? Get your BD score and a weekly plan split across referrals, inbound, content, and outreach.

  • Your BD Effectiveness Score
  • New clients needed to hit your goal
  • A weekly plan by channel, sized to your network

60 seconds

Primary Blocker Cost

Already know your scores? See the dollar cost of your weakest dimension in unrealized revenue — the number that makes the case for fixing it first.

  • Cost of your weakest dimension
  • Full six-dimension breakdown
  • The waypoint that fixes it

Ready to work the plan, not just see it?

The tools tell you where you stand. The system helps you do something about it.