Score your business before a buyer does.

The Freedom Assessment Workbook: a self-guided companion to the Fulkrem Freedom Index™. Twelve drivers, three legs and one score out of 100. Set aside about an hour with a pen and finish with a clear picture of where to start. Written for owners of businesses doing roughly $2M to $50M a year.

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Cover of The Freedom Assessment Workbook

What's inside

Built on the same model as the full Fulkrem Freedom Index™.

→ How the Freedom Index works: three legs, twelve drivers, one number out of 100
→ A worksheet for every driver, with what it measures, why a buyer cares and the highest-leverage move
→ Your scorecard, plus a second opinion from your leadership team to find your blind spots
→ A ninety day plan and a quarterly tracker so the score keeps moving
→ Every figure sourced, with the full list at the back

Written by Roy De Medeiros, CEPA®
Founder & CEO, Fulkrem Management Group, Toronto

Written for: Owners and CEOs. Educational content only, not financial, legal, tax or investment advice.

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From the guide

The Canadian picture

76%

of small business owners plan to exit within the next ten years
CFIB, 2023

have a formal, written succession plan in place
CFIB, 2023

10 : 7

buyers to sellers in Canada. Buyers are out there, and they are picky.
BDC, 2026

3 to 5 yrs

for a full business transition, including the sale itself
BDC, 2026

For founders

Want a number in two minutes?

Get your Mini Freedom Index first, then use the workbook to go deeper on every driver.

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Score your business before a buyer does.

Built on the same model as the full Fulkrem Freedom Index™.

Get your free copy

The Canadian picture

The Freedom Index does the scoring.

Want a number in two minutes?