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Self-guided assessments

Know where your business stands. Fix what's holding it back.

The same assessments our fractional partners use with clients, packaged so you can run them yourself. Answer online in 15 to 25 minutes and get your report, and if you choose, a 90-day plan with a workbook, by email straight away.

Prefer to start free? Take the 2-minute Mini Freedom Index ↗

How it works

Buy here. Answer online. Get your documents by email.

No account to set up and nothing to install.

1

Choose and pay

Pick an assessment below and pay securely. You will see the final amount, including any tax, at checkout.

2

Open your private link

We email you a private link within two minutes. Your answers save on your device as you go, so you can stop and come back.

3

Answer honestly

Answer for how the business runs today, not how you would like it to run. About 15 minutes for the Freedom Index, 25 for a department.

4

Get your documents

The moment you submit, your report (and your 90-day plan and workbook, if you chose it) is built and emailed to you.

Start here

The Fulkrem Freedom Index™

One question decides what your business is worth and how free you are: could it run, and sell, without you? The Freedom Index answers it with a score out of 100 across three legs (Business, Financial and Founder readiness) and twelve drivers, measured against the standard a buyer applies.

  • 40 questions, about 15 minutes
  • Your score, readiness band and the three legs
  • All twelve drivers ranked by how much each one is holding your value down
  • Where to start, in plain language
Freedom Index report cover
Freedom Index report
$695
Buy the report
Most popular
Freedom Index 90-day plan cover
Report + 90-day plan and workbook
$795
Buy report + plan

The 90-day plan turns your top three gaps into commitments with prefilled actions, owners and day-30, 60 and 90 checkpoints, plus a printable workbook for your leadership meeting. Already bought the report? Add the plan for $100 from your private assessment page.

Sample Freedom Index report cover Sample Freedom Index score page with the three legs Sample 90-day plan: three commitments and three checkpoints Sample 90-day plan commitment page with actions and checkpoints

Pages from a sample report and 90-day plan for a fictional company.

Go deeper

Department assessments.

Sixty questions on one part of the business, scored against the top performers in businesses like yours, with your priority gaps ranked. Each one is $595, or $695 with its 90-day plan and workbook.

Finance report cover

Finance

Your books, monthly reporting, cash and how much of finance still runs through you.

Revenue Engine report cover

Revenue Engine

Canada only

How new business is found, priced and won, and whether it depends on the owner.

Marketing report cover

Marketing

Positioning, lead sources and whether enquiries keep coming without you.

Operations report cover

Operations

How the work gets delivered: processes, capacity, quality and who makes the calls.

People & HR report cover

People & HR

Roles, hiring, reviews and successors, so the team can grow without you in every decision.

Technology & Security report cover

Technology & Security

Your systems, access, backups and security, and the evidence an insurer or buyer will ask for.

Governance & Compliance report cover

Governance & Compliance

Contracts, compliance, insurance and records, and whether they would stand up to a buyer.

Board & Corporate Governance report cover

Board & Corporate Governance

Advisory board, decision rights, shareholder agreements and succession arrangements.

Business Management Systems report cover

Business Management Systems

Your plan, team meetings, weekly numbers and roles: how the business runs when you are not in the room.

The Revenue Engine assessment is available to buyers in Canada only.

Freedom Index and department report covers
Best value

The Complete Package.

The Freedom Index plus every department assessment: the full picture of your business in one purchase, about 14% less than buying each one separately. Take them in any order, whenever suits you.

Outside Canada the package includes eight departments, because the Revenue Engine assessment is sold in Canada only.

All reports
$5,195
Buy all reports
All reports + every 90-day plan and workbook
$6,095
Buy the full package
Put it to work

Partner reviews.

Go through your results with the Fulkrem fractional partner for that area: what the score really means for your business, which gaps to close first, and how. Reviews are booked after your assessment is done.

  • $1,495 per assessment
  • $12,895 for a review of every assessment: the Freedom Index and all departments, invoiced by Fulkrem
  • Book within six months of purchase. Reschedule free up to 48 hours before.
Your spend counts

Credited toward an engagement.

Everything you pay for Fulkrem self-guided assessments is credited toward your first engagement with a Fulkrem fractional partner, if it starts within 12 months of your purchase. Start on your own, and if you decide you want help, nothing you spent is wasted.

Programs: coming soon.

Three Legs (your roadmap worked quarter by quarter) and Founder FRAME (the full program for you and your leadership team) are on the way. Learn about the programs.

Questions

Before you buy.

How do I get my assessment after I pay?

We email you a private link within two minutes. There is no account or password: the link opens your assessments. Keep it to yourself. If it doesn't arrive, check your spam folder, then call 1-877-745-3725 or email info@fulkremgroup.com and we will resend it.

How long does it take?

About 15 minutes for the Freedom Index and about 25 minutes for a department assessment. Your answers are saved on your device as you go, so you can do it in more than one sitting.

What do I receive?

A report with your score, what it means, your strongest and weakest areas and where to start. If you choose the 90-day plan, you also get a plan built from your answers, with three commitments, prefilled actions and checkpoints, and a printable workbook. Both arrive by email as soon as you submit.

What if I'm not sure how to answer a question?

Answer for how the business runs today. If you genuinely don't know, that is useful information too: an honest answer gives you a more useful report and plan than a hopeful one.

Can I retake an assessment?

Yes, at no charge, from your private link. Many owners re-score after their 90 days to see how far they have come.

Can my leadership team take it too?

The self-guided assessments are answered by the owner. If you want your leadership team's view alongside yours, book a Freedom Assessment and we will talk about a partner-led assessment.

What does it cost, and in what currency?

Prices are shown before tax. You pay in your local currency: Canadian dollars in Canada, US dollars elsewhere. Our payment partner, Polar, processes the payment and adds any applicable sales tax at checkout.

Can I get a refund?

Yes. You can have a full refund within 14 days of purchase, as long as the assessment has not been submitted. Once it is submitted your documents have been delivered. See the Terms and Refund Policy for the details, including the Complete Package and partner reviews.

Who sees my answers?

You and Fulkrem. We use your answers to build your documents, and a Fulkrem partner sees them only if you book a partner review or an engagement. We never sell your information. See our Privacy Notice.

Is this financial or legal advice?

No. The assessments, scores and plans are educational business guidance. They are not financial, legal, tax, accounting, valuation or investment advice, and they do not predict what your business would sell for.

Not sure where to start?

Take the free Mini Freedom Index in two minutes, or talk it through with Roy in a free Freedom Assessment.

Purchases are subject to our Terms and Refund Policy and Privacy Notice. Payments are processed by our payment partner, Polar.