Growth Planning Index

Do you have a growth plan or just growth intentions?

The Growth Planning Index measures your commitment to growing the business and your approach to equity planning, two things most family business owners have never formally assessed.

Find Your Growth Planning Score
10 Minutes  ·  Personalized Report  ·  Confidential
GPI Dashboard  ·  Sample
Early Developing Planned Optimized
Growth commitment
60
Strategic planning
38
Equity structure
42
Leadership for scale
55
Capital readiness
35
Exit horizon clarity
70
Sample  ·  your results will reflect your business
An IEPA-Certified Growth Assessment
25 Years Working with Family Enterprises
Delivered through the Family Business Flywheel Framework
Designed for $10Mโ€“$250M Family Enterprises
The gap we see most often

Most owners want to grow.
Very few have a plan that reflects it.

Intentions without structure
Growth goals live in the ownerโ€™s head but not in a documented strategy the team can execute.
Equity not aligned with growth
The ownership structure was built for the business today, not for where it is going or who will own it next.
Capital access unconsidered
The business has outgrown bootstrapping but has no clarity on what growth capital looks like or when it becomes relevant.
Leadership not built for scale
The team that runs the business today was not built for the business the owner says they want three years from now.
Exit horizon unexamined
The owner has no explicit view of what they want their role, ownership or liquidity to look like and it shows in every strategic decision they make.
What the GPI measures

Six dimensions of growth planning.
One clear picture of where you stand.

The Growth Planning Index is specifically designed to surface where your growth intentions are backed by plans and where the gap between ambition and structure is quietly limiting what your business can become.

Dimension 01

Growth Commitment

Whether your commitment to growth is documented, resourced and shared with your leadership team or whether it lives primarily in your head.

Has your growth intention been translated into a plan your team is executing?
Dimension 02

Strategic Planning

Whether you have a documented growth strategy with clear milestones, owners and a timeline or whether planning is primarily reactive.

Is your growth strategy written down and reviewed regularly?
Dimension 03

Equity Structure

Whether your current ownership structure supports the growth you are planning or whether equity, compensation and ownership transitions have not yet been aligned with your growth goals.

Is your equity structure built for where you are going or only for where you are?
Dimension 04

Leadership for Scale

Whether your leadership team has the depth, authority and development plan required to carry the business through the next stage of growth or whether the team was built for the stage you have already completed.

Is your leadership team built for the business you are growing into?
Dimension 05

Capital Readiness

Whether you have clarity on how growth will be funded, what capital structures are available to you and what your financial profile needs to look like to access them.

Do you know how your next stage of growth will be funded?
Dimension 06

Exit Horizon Clarity

Whether you have an explicit view of your own role, ownership stake and liquidity goals over the next five to ten years and whether your growth strategy is building toward that outcome.

Is your growth plan building toward a future you have actually defined?
How it works

Three steps. Ten minutes.
A clear picture of your growth planning stage.

01

Answer the survey questions

Questions across six dimensions of growth planning, from your growth commitment and strategy to your equity structure and exit horizon. Honest answers take about ten minutes.

~10 Minutes  ·  Confidential
02

See your GPI score and stage

Your score is calculated across all six dimensions and returned as a Growth Planning Index: a number and a stage: Early, Developing, Planned or Optimized.

Instant Results  ·  6 Dimensions Scored
03

Receive your growth report

Your personalized report names exactly where your growth planning is strong, where the gaps are and what to address first to move your business toward a stronger planning stage.

Personalized  ·  Immediate
Growth Planning Index  ·  Confidential Report Developing  ·  52/100
Sample Report   [Your Name]
[Your Company]  ·  [City, State]
52
Developing Stage
You have growth intentions and some structure in place. The gap between ambition and plan is narrowing but equity and capital readiness need focused attention.
Growth Planning Stage
Early Developing Planned Optimized
Growth commitment
60
Strategic planning
38
Equity structure
42
Leadership for scale
55
Capital readiness
35
Exit horizon clarity
70
Priority recommendations
Document your growth strategy with a 3-year plan and clear ownership for each milestone.
Review your equity structure against your growth goals and succession timeline this quarter.
Identify which capital options are most relevant at your current stage and what your financials need to access them.
What you get

Your report reflects your business and your growth stage.

Every insight in your GPI report is generated from your specific answers, not generic advice. It names where growth planning is strong, where the gaps are and what to address first.

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Your GPI Score and planning stage
A number and a stage: Early, Developing, Planned or Optimized across all six dimensions of growth planning.
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Your highest-gap dimensions
The specific areas where growth planning is weakest and what that gap is costing you in strategic optionality.
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Three priority recommendations
Specific, sequenced actions to close the gap between your growth intentions and a plan strong enough to execute, starting this quarter.
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Confidential by default
Your results are yours. You choose whether to share them with an advisor. There is no obligation.
โ€œGrowth is not a strategy. It is an intention. The Growth Planning Index tells you whether your intention has become a structure and whether your equity is aligned with where you say you are going.โ€
Michael Palumbos  ·  Founder, Family Business Flywheel  ·  Family Wealth & Legacy
Growth Planning Index  ·  Free Assessment

Find out where your growth plan is strong. See where it needs structure.

Ten minutes. A personalized report that names exactly where your commitment to growth has translated into structure and where the gap between intention and plan is limiting your options.

See How Strong Your Growth Plan Is
~10 Minutes to Complete  ·  Free  ·  Confidential by Default  ·  No Sales Call Required