The Agency Owner Freedom Index™ is a 0–100 score that shows how scalable, financially healthy, owner-independent and more valuable your marketing agency is becoming.
Your score turns a complex business into a simple, trackable baseline.
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.
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.
Highly dependent on the owner and vulnerable to disruption.
Real traction, but key systems and decisions still run through the owner.
The foundation is working; consistency and delegation are the next unlocks.
A healthy base with clear, fixable capability gaps.
Resilient, transferable, and able to create strategic options.
AOFI™ weights the things that most directly shape resilience, value, and founder freedom.
How effectively the agency converts revenue into financial value across profitability, growth, revenue quality, cash performance, and capital allocation.
How reliably operations supports more complexity, from leadership and people to sales, delivery, finance, technology and culture.
How well the agency can make decisions, win revenue, deliver work, and lead people without the founder being the essential operating system.
See whether growth is creating a stronger asset or simply making the business more dependent on you.
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.
Agency Owner Freedom Index™
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.
Your free starting point should tell you where you stand, what is shaping the score, and where to focus next.
A simple 0–100 baseline with a plain-English explanation of what the range means.
Separate views of Performance, Strength, and Owner Independence so the headline number is explainable.
A clear starting point for improving the weakest constraint—not a generic list of best practices.
A snapshot you can use to measure momentum when your business is assessed again.
Get started with some simple information about you and your agency.
Answer structured questions across the three AOFI™ dimensions.
Make identified issues and opportunities your priority to improve your score and agency value.
We use your inputs to produce and improve your result—not to publish your agency’s data.
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.
AOFI™ combines Performance (40%), Strength (40%), and Owner Independence (20%) to show whether the agency is becoming a more resilient, scalable, and transferable asset.
No. AOFI™ is a business-quality and owner-freedom score, not a formal valuation. It highlights risk factors that can support or suppress value.
Quarterly is the recommended rhythm. A single score gives you a baseline; a trend shows whether the business is actually improving.
The baseline uses structured questions about performance, systems, leadership, and owner dependence. This request form does not ask for financial statements.
Request your free Agency Owner Freedom Index score and turn the next agency decision into a measurable one.
You will receive an email with instructions in case you do not want to proceed now to get your score.