The iBD Ownership Assessment™

Get your Velocity Score.

Your Velocity Score™ totals your progress across 27 milestones of the iBD Ownership OS™, from setting ownership goals to using a budget and developing your leaders. Review your business with the Assessment, record your scores and choose what to work on next.

Get the free Assessment

Includes the Assessment and one-page Roadmap PDFs. Complete them at your own pace to calculate your score out of 81.

What independence means

What do you want ownership to make possible?

Independence means you can support the life you want without having to run the business every day. We call that point Independence Escape Velocity™. Your Time, Cash Flow and Wealth goals define what it takes to get there. You may choose to keep operating, grow with a leadership team, step back or sell.

When your income and the company's performance depend on your continued operating work, stepping back puts both at risk. That's the Owner-Operator Trap™.

Your decisions affect all three. Plan for them together.

Time

How you spend your time.

The hours you spend operating, owning and living your personal life. Define the role and weekly schedule you want, then plan who can carry the work you want to leave.

Cash flow

The income that funds your life.

Your personal income from salary, ownership distributions and other sources. Set an annual after-tax target and test what the business can afford as your role changes.

Wealth

The net worth you own.

The value of your ownership interest and other assets, less what you owe. Set the wealth you want to build and the business value needed to support it.

What your score tells you

Track the ownership work you have put into practice.

Each milestone covers a specific part of the system, such as setting cash-flow targets, using an annual budget or preparing a leadership handoff. Its score reflects the work and evidence you can show.

Your Velocity Score™

0–8127 milestones.
Each scored from 0 to 3.

0Not Started
1Learning
2In Progress
3Installed

Use each milestone's requirements to choose your score. Add all 27 reviewed scores for your total.

Leave unreviewed milestones unscored.

Separate learning from doing.
The four levels distinguish understanding an idea, starting the work and meeting the milestone's full requirements. Check what you actually use, with credit for suitable work you already have.
Choose your next priority.
Use the individual scores to find gaps that limit your ownership goals. To reduce your operating hours, for example, assess who can take over and whether the business can fund the change.
Track progress over time.
Keep each dated review. Comparing milestone scores shows what you have put into practice, what remains unfinished and what needs attention again.

Your Velocity Score tracks progress across the milestones. Your actual hours, personal income and net worth show whether that work is producing the time, cash flow and wealth you want.

See the system · 11 minutes

Align your business operations with your ownership goals.

See how Plan, Build and Elevate connect your time, cash flow and wealth goals to company strategy, financial planning and the team that runs the business.

This recording uses an earlier overview sheet. Use the current Assessment's milestone-specific 0–3 rubrics and evidence requirements to establish your score.

How you get your score

Review your business. Record your scores. Choose your next priority.

The 40-page Assessment explains each milestone and its scoring requirements. Compare them with your existing work, then record all 27 scores on the one-page Roadmap. Add them for your Velocity Score and choose a priority that serves your ownership goals. You can complete the review over several sittings.

Your Roadmap + full Assessment