FREE ASSESSMENT FOR owner-operated businesses


The Business Growth Assessment is a free, 5-minute online tool specifically for Financial and Professional Services businesses - including accounting, bookkeeping & tax - financial, insurance & mortgage - legal, advisory & consulting - real estate, coaching & other professional services.
It asks 15 multiple-choice questions across 7 critical growth areas and instantly delivers three things: a Business Growth Score (0–45 scale), a Business Growth Profile (one of four named types), and identification of the biggest bottleneck currently holding the business back, including an estimated annual dollar cost of that gap.
You didn't go to school for marketing and business growth automation. Nobody trained you in lead generation, pipeline management, or client acquisition and retention systems. You built your skills in accounting, tax, financial planning, insurance, legal, mortgages, real estate and advisory - and you're genuinely good at it.
But when it comes to growing your business consistently? Most Financial and Professional Services providers are doing some version of RAM - Random Acts of Marketing:
Posting on LinkedIn when they remember - which is irregularly
Relying on referrals that arrive unpredictably and can't be scaled
Losing leads because follow-up fell through the cracks
Paying for 8–12 tools that don't talk to each other
Occasionally using online ads without plan or process
Working harder every year but hitting the same revenue ceiling
This isn't a skills problem. It's a systems problem. And it has a very specific solution.
The Business Growth Assessment is part of the framework that changes how you think about growth - from random and exhausting to systematic and predictable. It's free. It's practical. And it was written specifically for Financial and Professional Services business owners. Most are surprised by what it reveals.
Profile 1: Overwhelmed Entrepreneur (0-15)
Profile 2: Busy Grower (16-26)
Profile 3: Strategic Builder (27-37)
Profile 4: Systems Thinker (38-45)
Take the Assessment to find out exactly which profile fits your practice - and what it is costing you.
Answer 15 straightforward questions about how your business attracts, converts, and retains clients.
Get your instant score, profile, biggest bottleneck, and estimated annual dollar cost of your gaps.
With your results in hand, you have three options: implement the recommendations yourself, book a free 15-minute clarity call with Patrick Muldoon to discuss your results, or go deeper with the Business Growth 360° Diagnostic & Roadmap for a comprehensive 90-day action plan. There is no pressure - the assessment results are yours to use however you find most valuable.

Patrick Muldoon, CPA - Founder & President
The Business Growth Assessment was built by Patrick Muldoon, CPA - with 35 years inside financial and professional services businesses at PwC, Deloitte, RBC, and private companies.
It is built on the patterns I have seen across hundreds of financial and professional services businesses.
The gaps are almost always the same.
And they are almost always fixable.
CPA / CFO /Advisor
PwC
Alumni
Deloitte
Alumni
RBC
Alumni
HighLevel
Expert
35+ Yrs
Experience
✅ Free - no credit card, no obligation
✅ 15 multiple-choice questions
✅ 7 growth areas evaluated
✅ Takes approximately 5 minutes
✅ Instant results - on screen and by email
✅ Delivers: Growth Score (0-45) + Business Profile + Biggest Bottleneck + Dollar Cost of Gaps
✅ 4 possible profiles: Overwhelmed Entrepreneur, Busy Grower, Strategic Builder, Systems Thinker
✅ Built by Patrick Muldoon, CPA - 35+ years in financial services, Big 4 accounting and consulting background
✅ No sales calls - just results and optional next steps
The Business Growth Assessment is a free online tool created by Patrick Muldoon, CPA and Business Systems Architect. It evaluates an owner-operated business across 7 key growth areas and generates a personalized Business Growth Score and Profile - showing exactly where the business is strong, where it is losing ground, and what to prioritize first. It is completely free, takes approximately 5 minutes, and requires no credit card.
The assessment is designed for owner-operated business owners doing $100K to $50M in revenue who want a clear, honest picture of where their business's growth gaps are. It is especially valuable for businesses that rely primarily on referrals, have inconsistent lead flow, or have tried various marketing tactics without building a real system.
The assessment has 15 multiple-choice questions with no trick questions - just practical questions about how your business currently attracts clients, follows up on leads, manages its pipeline, retains clients, and tracks results. Each question includes a brief "Why It Matters" note for additional context. Most business owners complete it in approximately 5 minutes. You receive your Business Growth Score and Profile immediately upon completion.
The assessment evaluates your business across 7 critical growth areas: Trust & Presence, Attract & Capture, Nurture & Close, Retain & Resell, Metrics, Measurement and Optimization. Each area receives its own sub-score contributing to your overall Business Growth Score.
You receive three deliverables immediately: your Business Growth Score - an overall score across all 7 growth areas, your Business Growth Profile - a breakdown identifying your top strengths and biggest gaps, and Initial Recommendations - a brief overview of what to prioritize first based on your specific profile. For a comprehensive 90-day action plan and deeper analysis, you can proceed to the Business Growth 360° Diagnostic.
The free assessment is a broad snapshot - it takes 5 minutes and identifies your key gaps. The Business Growth 360° Diagnostic is a deep dive - 88 questions, a comprehensive scored report, a full 90-day action roadmap, and a full solutions library. Think of the assessment as the "do I have a problem worth investigating?" step and the 360° Diagnostic as the "here is exactly what the problem is and here is how to fix it" step.
Yes - completely free. No credit card required. No hidden charges. No obligation to purchase anything. No sales calls. The assessment is provided as genuine value to any owner-operated business owner who wants an honest picture of where their business stands. You will receive your score and profile immediately at no cost.
Yes. Your information is kept strictly private and used only to generate your assessment results and send you relevant resources from Business Growth Success Inc. We do not sell or share your personal information with third parties. View our full Privacy Policy at BusinessGrowthSuccess.com/privacy-policy.
Absolutely. The assessment is available to business owners in the United States, Canada, United Kingdom, Australia, New Zealand, Ireland, and any other English-speaking market. The principles of business growth, lead generation, client retention, and business systems apply equally across all of these markets.
No. You will receive your results, a follow-up email with additional resources, and an invitation to learn about the Business Growth 360° Diagnostic if you want to go deeper. That is it. No sales calls, no pressure, no obligation.
Both tools reveal your growth gaps — but they answer very different questions. Here's how they compare.
| Feature | Free Assessment | 360° Diagnostic★ Full Picture |
|---|---|---|
| Questions | 15 | 88 |
| Time to complete | 5 minutes | 20–30 minutes |
| Categories assessed | 7 | 7 |
| Score delivered | ✓ YES | ✓ YES |
| AI-Powered Action Plan | ✗ NO | ✓ YES — 90-day |
| Solutions Library | ✗ NO | ✓ YES — all 88 |
| Marketing Analytics | ✗ NO | ✓ YES — 20+ metrics |
| ROI Calculator | ✗ NO | ✓ YES |
| Progress Tracker | ✗ NO | ✓ YES |
| Platform Access | ✗ NO | ✓ Lifetime |
| Support Access | ✗ NO | ✓ YES |
| Cost | Free | $300 |
"Do I have a problem?"
"Here is exactly what the problem is and how to fix it."
Ready to go beyond the score? The 360° Diagnostic delivers a complete picture — plus a 90-day AI-powered action plan built specifically for your business.
See the 360° Diagnostic →Powerful and Affordable Systems and Services to Help You Grow & Manage Your Business. Simplify, Integrate and Automate: Use the Latest Technology to Your Advantage!
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120-3850 Dougall Ave #31055, Windsor, ON N9G 2Y2 Canada
Business Growth One
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Alumni: PwC PricewaterhouseCoopers , Deloitte & RBC
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Created by Patrick Muldoon, CPA using Zoho One and Business Growth One
Overwhelmed owner-operated business owner? We can help you get clients, keep clients, work less and profit more.
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