You can feel it in the room. Now you can measure it.
For business advisors who need a credible way to open engagements with $1M–$25M businesses, the BOI System is an anchored operating-maturity diagnostic that turns 61 questions into a scored gap map and a 12-month implementation plan.
It isn’t a knowledge gap. It’s a measurement gap.
Owner-operated businesses between $1M and $25M in revenue are the backbone of the economy. They are also the most operationally scattered segment in it. They make million-dollar decisions on instinct, with no structured way to see what’s working, what’s fragile, and what’s holding them back.
You see the symptoms before they do: the deal that stalls in diligence, the borrower who looked fine on paper, the member who can’t explain why growth flattened. What’s missing isn’t your judgment. It’s a common instrument.
You stay the trusted advisor. The instrument simply gives you something you’ve never had at this tier: a structured, repeatable read on how well the business actually runs.
Businesses need your help, by the numbers
Revenue dropped
of businesses between $1M and $25M saw revenue declines last year.
HR and hiring issues
of business owners cite not being able to find or retain good help to deliver sales or service.
Say they'd be okay in a disaster
Only 31% have a plan, only 42% have it in writing.
Source of Stats: Fed SBCS 2026 Chartbook on Firms by Revenue SizeWhat is the BOI System and its OQ Score?
It’s the product of a 61-question behaviorally anchored rating scale diagnostic that produces a single maturity score from 1 to 5 across four operational pillars — Growth, Delivery, Operations, and Resilience — measured by four capability dimensions: Team, Process, Tools, and Insight.
One score. Four operational pillars.
A single 1–5 maturity score, built from how a business grows, delivers, runs, and withstands pressure.
Growth
How the business finds, wins, and keeps customers.
Delivery
How the business executes and delivers what it sold.
Operations
The engine room and the systems that keep the business running.
Resilience
How the business handles the unexpected and withstands shocks.
Where the OQ Score fits your practice
A diagnostic-before-prescription instrument that strengthens the relationship you already have.
You build the exit plan but operational readiness is the soft spot that unravels deals after the LOI. You can feel a business isn’t ready; you can’t quantify it for the client or the buyer.
Your clients want advisory, not just compliance. But advisory without an instrument is opinion, hard to price, harder to scale.
You underwrite cash flow but cash flow is a lagging indicator. The borrowers who default often looked fine on paper.
Members compare notes, but “how’s your business running?” has no common yardstick and benchmarking stays anecdotal.
You’re hired to fix operations but prescribing before you’ve diagnosed is guesswork, and you have no baseline to prove the value you created.
Every diagnostic is professionally supported
You’re trained and supported directly by the BOI System Team.
Every BOIS Diagnostic and OQ Score engagement is administered and facilitated directly by either a Certified Facilitator or a BOI System Team Member.
Your client gets a guided, professional diagnostic that reflects well on you. We are involved as co-facilitators.
And the score is agenda-free.
There is no downstream consulting upsell riding on the result. You stay the trusted advisor.
The BOIS diagnostic results and OQ Score serve one purpose: to provide you insight, tools, and possible implementations that strengthen your relationships.
From first call to your first paid diagnostic
Choose your track
Start with a 20-minute fit call. Refer clients into the BOI System, or license it and run diagnostics in your own practice. Referral partners can start right away. Licensed practitioners begin training the same month.
Run your first diagnostics with us
Your first-year license includes training and co-facilitation. You bring the client, and we run the first sessions with you. You bill your client directly.
Get certified and run solo
Pass the calibration test and you run diagnostics on your own, with a quality review on every plan. Certified Facilitators get a lower renewal rate, a directory listing, and OQ Snapshot leads from their region. Lead volume is still building, and we report it openly.
A 20-minute call. We’ll walk through a sample plan and the license terms.
Book a short intro call — no pitch, just the instrument, built from real assessment data. You’ll also learn about your immediate revenue opportunities.Book Your Intro Call Read the OQ Score Methodology