Owner Critical
Highly dependent on the owner and vulnerable to disruption.
Know if your agency is building freedom or just more work.
The Agency Owner Freedom Index™ is a 0–100 score you can get for FREE that shows how scalable, financially healthy, owner-independent and more valuable your marketing agency is becoming. As you evolve your business, the score updates automatically.
A 30-second film: an agency owner is overwhelmed by work and swirling paperwork. A focused light leads to the AOFI™ score, and reviewing what makes a good score brings clarity. A female team member leads the team's 90 Day Priorities as the owner leaves and takes a breath. Agencies should create freedom, not just more work.
Private. SecureHosted on SOC 2 Type II–compliant infrastructure
3 indicesOne complete view
AutomatedA trend you can manage
Agency-specificNot a generic business quiz
A simple way to keep score
Most agency owners know their revenue. Far fewer know whether the business underneath that revenue is becoming more valuable, more scalable, and less dependent on them.
AOFI™ turns that question into a shared number. It combines financial performance, operating strength, and owner independence into a score you and your leadership team can understand, improve, and track.
Your score is not a verdict. It is a baseline—and a way to decide what to fix next.
Inside the AOFI™ scorecard
Your agency asset at a glance.
See how your score, trend, estimated value, three dimensions, and priorities come together in one view.
What Makes a Good Score?
A score of 75 or higher is a strong target: it suggests the agency has a healthy operating base and can address capability gaps without the owner carrying every answer.
Owner Constrained
Real traction, but key systems and decisions still run through the owner.
Building Strength
The foundation is working; consistency and delegation are the next unlocks.
Growth Ready
A healthy base with clear, fixable capability gaps.
Freedom Ready
Resilient, transferable, and able to create strategic options.
Three dimensions. One picture of agency health.
AOFI™ weights the things that most directly shape resilience, value, and founder freedom.
63
Performance
How effectively the agency converts revenue into financial value across profitability, growth, revenue quality, cash performance, and capital allocation.
▦91
Strength
How reliably operations supports more complexity, from leadership and people to sales, delivery, finance, technology and culture.
◎84
Owner Independence
How well the agency can make decisions, win revenue, deliver work, and lead people without the founder being the essential operating system.
As your AOFI™ rises, so does clarity and agency valuation.
See whether growth is creating a stronger asset or simply making the business more dependent on you.
Quarterly score historyAOFI™ momentum
+26 points52Baseline→78Growth Ready
Estimated Enterprise Value$2,103,500
Current AOFI™78/100
×
Adjusted SDE$494,941
×
Illustrative multiple4.25×
Illustrative enterprise value based on the approved Agency Valuation™ methodology and current diagnostic evidence. AOFI™ is not itself a formal valuation, and a higher score does not guarantee a specific sale price.
Quarterly snapshot
Agency Owner Freedom Index™
78/100
Growth Ready
Score momentum
Baseline 54+24
Highest-return next moveCapital allocationImprove reinvestment and retained earnings.
+24since baseline
Easily check your agency's progress
AOFI™ is as accessible as checking a personal credit score. See your current score, trend, component results, and highest-priority next move in one clear view.
✓ Understand the number in seconds✓ See exactly what changed each quarter✓ Keep your leadership team aligned anywhere
Get my free AOFI™ score →A baseline, not a vanity number
Your free starting point should tell you where you stand, what is shaping the score, and where to focus next.
Your AOFI™ score and band
A simple 0–100 baseline with a plain-English explanation of what the range means.
Your three component scores
Separate views of Performance, Strength, and Owner Independence so the headline number is explainable.
Your highest-leverage next move
A clear starting point for improving the weakest constraint—not a generic list of best practices.
Your baseline
A snapshot you can use to measure momentum when your business is assessed again.
3 Easy Steps
1Request your score
Get started with some simple information about you and your agency.
2Complete the assessment
Identify your owner identity and answer structured questions across the three AOFI™ dimensions.
3Check progress
Make identified issues and opportunities your priority to improve your score and agency value.
Easy to understand when you know the answers.
✓ Your information stays private.
We use your inputs to produce and improve your result—not to publish your agency’s data.
Is the Agency Owner Freedom Index really free?+
Yes. The baseline AOFI™ score is free. It gives owners a clear starting point before deciding whether they need a deeper Agency Diagnostic or implementation support.
What does the AOFI™ score measure?+
AOFI™ combines Performance (40%), Strength (40%), and Owner Independence (20%) to show whether the agency is becoming a more resilient, scalable, and transferable asset.
Is AOFI™ an agency valuation?+
No. AOFI™ is a business-quality and owner-freedom score, not a formal valuation. It highlights risk factors that can support or suppress value.
How often should I check my score?+
Quarterly is the recommended rhythm. A single score gives you a baseline; a trend shows whether the business is actually improving.
What information is needed?+
The baseline uses structured questions about performance, systems, leadership, and owner dependence. This request form does not ask for financial statements.
Get your score, learn what really makes your agency more valuable.
Request your free Agency Owner Freedom Index score and turn the next agency decision into a measurable one.
✓ Free baseline score✓ No financial upload on this form✓ Private to your agency
Thank you for requesting your AOFI™ score.
You will receive an email with instructions in case you do not want to proceed now to get your score.