Your path to independence
Get your Velocity Score.
See what to work on next to build a business that gives you the freedom of time and money, whether you scale, step back or sell.
Your Velocity Score™ tracks progress putting the iBD Ownership Operating System into practice. Complete the free Assessment to review 27 milestones: specific pieces of work, from setting your ownership goals to building a team that can run the business.
The goal is independence
Know where you’re headed. See what needs to change.
Independence Escape Velocity™ is the moment your business gives you the freedom of time and money, whether you scale, step back or sell. Your life is supported without depending on your continued day-to-day operating work.
The Ownership OS connects that goal to your company’s finances, operations and leadership. Score each milestone from 0 to 3 against its specific requirements to see which parts you understand, are building or are already using.
- 0
Not Started
You have not begun the work.
- 1
Learning
You are learning the concept and what it requires.
- 2
In Progress
You are building and applying the capability.
- 3
Installed
Your evidence meets the milestone's requirements for use.
After reviewing all 27 milestones, add your scores for a total out of 81. Leave unreviewed milestones unscored. Use the individual results, your goals and the work that must happen first to choose a priority. Compare dated reviews to see your progress.
Your score tracks the work behind your progress. Your actual hours, personal income and net worth show whether it is producing the independence you want.
Your Assessment and one-page Roadmap
Work through the milestones. Put your next priority on one page.
The Assessment explains each milestone and how to score it. Your Owner’s Roadmap puts the results, your next priority and your next review date on one page. Work at your own pace, using the company plans and practices you already have.
Start your review
Get the free Ownership Assessment.
See where to focus your ownership work. Use the Assessment and Roadmap to establish your score and choose your next priority.
Request the AssessmentOpens the Assessment request page.
Already have it? Find your milestone ↓Nine modules · 27 milestones
Find the milestone you want to work on.
Start with Ownership Goals, or match the milestone number on your Roadmap to a module below. You can explore every milestone without completing the Assessment first. Open its milestone list for the scoring requirements, teaching, concepts and related podcasts. Your goals and the work that must happen first help you choose a priority.
01 / Plan
Plan for the Future
Set your time, cash-flow and wealth goals, understand business value and build your working Playbook.
Module 1 · Milestones 1–3Ownership Goals
Set targets for your hours and role, personal income and net worth.
Explore the module →
Module 2 · Milestones 4–6Expand Knowledge
Understand the value of keeping your business, its market value and possible sale proceeds.
Explore the module →Open milestones 4–6
Module 3 · Milestones 7–9Owner's Playbook
Build your Owner's Playbook and use it in monthly and quarterly reviews.
Explore the module →02 / Build
Build a Valuable Business
Develop financial planning, predictable revenue and profitable operations.
Module 4 · Milestones 10–12Sustainable Financials
Use connected financial statements, an annual budget and a five-year forecast.
Explore the module →
Module 5 · Milestones 13–15Predictable Revenue
Connect company strategy, customer acquisition costs and the revenue system.
Explore the module →Open milestones 13–15
Module 6 · Milestones 16–18Transferable Margins
Improve gross margins, track operating performance and organize day-to-day work.
Explore the module →Open milestones 16–18
03 / Elevate
Elevate from Operator to Owner
Develop leadership, align compensation and prepare your changing role.
Module 7 · Milestones 19–21Leadership Team
Define who leads finance, revenue and operations, then plan and develop your team.
Explore the module →Open milestones 19–21
Module 8 · Milestones 22–24Executive Compensation
Align base pay, annual incentives and long-term participation with responsibilities and goals.
Explore the module →Open milestones 22–24
Module 9 · Milestones 25–27Operator Transition
Prepare your changing role, make capital decisions and plan CEO succession.
Explore the module →Open milestones 25–27
Ownership conversations
Listen to the podcast.
Hear from owners, leaders and advisors about business value, financial decisions and life beyond your operating role.
Browse the podcastExplain an idea
Use the concept library.
Find an explanation when a term, decision or relationship needs more context.
Browse conceptsThe monthly iBD newsletter
One ownership decision to think through.
A short note, a practical exercise and a related podcast conversation.
Read the monthly notesFrom your score to your next decisions
Put the work into your Owner's Playbook.
Your score and Roadmap help you choose the work. Your Owner’s Playbook connects it to your goals, numbers and leadership responsibilities. Use the Playbook each month, reset priorities each quarter and plan each year as you build toward independence.
Review your progress
Establish your score. Return to it.
Complete the Assessment to establish a starting point. Revisit your milestone scores during quarterly reviews to see what has changed and choose your next priority.
Review your Velocity ScoreBuild your working plan
Make the Playbook your own.
Bring your company's goals, numbers, leadership responsibilities and meeting tools together. Use the public teaching to begin independently.
Explore the Owner's PlaybookGet help building it
Work through the Blueprint.
After your Assessment, the Boardroom Blueprint™ guides you through Modules 1–3 to build your first usable Playbook over three working months. Keep using it independently or with The Boardroom’s ongoing coaching, tools and AI support.
Explore the Boardroom Blueprint