Built for owners who want to see where they stand, every month.
Membership is for leaders who want a clear monthly read on the business, and a group of peers to work through it with.
This membership is built for owners and leadership teams who:
Want a live Health Score that shows whether the business is getting stronger
Care about building real Enterprise Value, not just having a profitable season
Want to see how they compare to other owners
Want a private community of serious owners to build alongside
Everything Included
Everything included in your membership, from day one.
It all works together. Click any card for more detail.
01
Valuation Opportunity Profile (VOP)
Your starting point: what the business is worth today, what is driving that number, and what is holding it back.
Guided by in-house Certified Value Growth Advisors (CVGAs), the VOP is not a simple discounted cash flow estimate. It is a structured self-assessment of your business across eight functional categories: Planning, Leadership, Sales, Marketing, People, Operations, Finance, and Legal.
Each category is scored against the standards of a high-performing company, producing a Quality Score that measures organizational development, a Risk Score that reflects how a lender, investor, or buyer would view your business today, and a risk-adjusted Intrinsic Enterprise Value built from your own historical and projected financials.
Guided by the CVGA, the VOP produces a defensible view of where the business stands today, what is constraining Enterprise Value, and what it will take to move forward. This is the foundation everything else builds on.
02
Three-Year Financial Forecast
A three-year look ahead at revenue, profit, and cash, so you can plan with your value in mind.
GLI builds a three-year projected income statement and balance sheet using reasonable growth metrics derived from your historical performance and industry benchmarks.
If the member already maintains a multi-year budget, GLI incorporates and stress-tests that plan against market assumptions. The forecast is not a static deliverable — it is a working model that evolves with your business.
The forecast feeds directly into the Intrinsic Value calculation and provides the financial backbone for strategic conversations with lenders, investors, and internal leadership. Updated as performance evolves.
03
Strategic Blueprint for Maximizing Enterprise Value
A prioritized action plan showing where to focus first, and what each improvement is worth.
Produced directly from your Value Opportunity Profile, the Blueprint translates your Quality Score and Risk Score into a specific set of priorities organized across all eight functional categories.
Each recommendation is tied to a measurable impact on Enterprise Value, so leadership teams can see exactly what each improvement is worth in dollars. The Blueprint identifies what is holding value back, sequences improvements by impact and feasibility, and provides a clear execution path.
This is not a generic advisory document. It is built from your profile, your gaps, and the specific levers most likely to move your number. Updated as performance and market conditions change.
04
Data Integration and 360° Metrics
Key financial data pulled from your existing systems and unified into a single performance view.
GLI pulls key data from your accounting, ERP, payroll, HR, and sales systems and incorporates it into a 360-degree metrics environment.
Rather than replacing your existing tools, GLI sits above them, aligning your financials, KPIs, and operating activity into one source of truth. This ensures that every metric, every dashboard, and every valuation input reflects the same underlying data.
Setup is handled by the GLI team and connectivity is maintained throughout your membership.
05
Green Leaf Command Center
Your key numbers in one dashboard: revenue, margin, labor, cash flow, and backlog.
Revenue pacing, margin health, labor efficiency, cash flow, and backlog, unified in one dashboard that updates automatically.
The Command Center shows how day-to-day execution is directly impacting your Enterprise Value, so leaders can stay focused on what matters, spot issues early, and align the organization around what actually drives long-term value.
Built for leadership teams, not accountants. Clear signal over noise.
06
Custom Stock Price
Your Enterprise Value shown as a share price, under a ticker of your own. Every member starts at $100.
Each GLI member's Enterprise Value is translated into a custom stock price beginning at $100 on the day onboarding is complete. The number of shares is derived from your initial Intrinsic Enterprise Value, ensuring the math is real and the starting point is consistent across all participants regardless of company size. Members select their own three-letter ticker symbol.
As performance data flows in each month, the stock price moves based on GLI's 29-variable scoring model covering core financial dimensions like growth, profitability, cash flow, working capital, and leverage.
A member whose price moves from $100 to $118 has increased Enterprise Value by 18%, and that percentage is directly comparable to any other member's movement. The annual VOP reassessment formally recalibrates the baseline.
07
Green Leaf Index Access
See how your share price is moving compared with other owners, all anonymous.
The Green Leaf Index averages every member’s percentage movement from their starting point, so you can see how the field is moving each month.
Because it tracks percentage change, a large company and a small one count the same. You see how your performance compares, how the field is trending, and what is driving it.
The only view of its kind.
08
Green Leaf Health Score
A live score for the whole business. It moves first, so you can catch a slip before it hits your cash flow or your valuation.
GLI’s proprietary Health Score updates as your data comes in, using a 29-variable scoring model that spans core financial dimensions like growth, profitability, cash flow, working capital, and leverage.
Each variable is scored on a five-tier scale calibrated for $3M to $30M service-based businesses. The composite score provides an early-warning indicator of improvement or deterioration in valuation trajectory, giving leadership teams a clear, actionable signal well before it shows up in a formal reassessment.
The Health Score is the leading indicator that explains why the stock price moved.
09
Data Integrity Assurance
Ongoing checks that keep your numbers clean, so you can trust what you see.
GLI performs ongoing checks across your connected systems to identify variances, inconsistencies, and data gaps.
When issues are found, the GLI team works with you to resolve them, ensuring every decision, every report, and every Index position is based on clean, reliable inputs.
You cannot manage what you cannot trust.
10
Pre-Packaged Strategic Reports
Ready-to-share reports for your bank, your team, and your own planning.
Structured, investor-grade documents presenting your Enterprise Value, performance trajectory, risk profile, and competitive position — in a format that capital providers and advisors immediately recognize.
Designed for high-stakes conversations with banks, lenders, potential buyers, and M&A advisors. Every number is traceable to its source. Every assumption is documented.
Available on demand throughout your membership.
11
Annual Value Reassessment
A full re-run of your assessment each year, so you can see how far you’ve come.
Each year, GLI conducts a full reassessment using the Value Opportunity Profile to update your Quality Score, Risk Score, and Intrinsic Enterprise Value.
This provides a formal, apples-to-apples comparison of where you started versus where you stand, validates that Blueprint initiatives are producing measurable value improvement, and recalibrates the next cycle of priorities.
The reassessment is the discipline that separates ongoing value creation from a one-time exercise.
12
The Green Leaf Community
A private community of owners working on the same numbers you are, with live events, member discussion, and direct messaging.
The data shows you where you stand. The community is where you talk it through. Members trade real approaches to real problems, from pricing and labor to cash flow and succession.
Join the monthly Index reveal and quarterly market sessions live, or message any member directly. Every conversation is grounded in real numbers, not opinions.
Private by design, and built to sit alongside the peer groups you already trust.
13
Ongoing Platform and Member Support
Dedicated support from day one: onboarding, data connections, and ongoing guidance.
The GLI team handles onboarding, system connections, data troubleshooting, and platform navigation throughout your membership.
You work directly with the GLI team, real people who know your account, rather than an anonymous support queue.
You focus on running your business. We handle the platform.
The Green Leaf Community
Your number opens the door. The community is why you stay.
Green Leaf Intelligence is more than a dashboard. Behind your number is a private community of serious owners who run service businesses like yours.
Private by design. Built to sit alongside the peer groups you already trust.
Peer discussionA working space where owners trade real approaches to real problems, from labor to cash flow to succession.
Direct connectionMessage any member privately, and build the kind of relationships a group text never could.
Live eventsThe monthly Index reveal, quarterly market sessions, and guest experts, on the calendar and worth the time.
Education on demandTutorials, frameworks, and a growing library that teach you to read your number and move it.
Member directorySee who else is in the community, and connect directly.
Membership Pricing
Simple, transparent pricing.
One-time onboarding based on company size, followed by a flat monthly membership.