Understand the enterprise you've built.
The Enterprise Index Score™ is Define Growth's proprietary diagnostic methodology for assessing the underlying strength of a financial planning enterprise.
It provides an evidence-led view of where the business is today, where capability is strongest, where friction or dependency exists and where management attention can create the greatest impact.
Not another self-assessment.
Most diagnostic tools ask business owners to score themselves. The Enterprise Index is different.
The assessment is conducted by Define Growth - drawing on structured evidence, management information, interviews and observation rather than self-reported scores. The result is an objective, evidence-led view of enterprise strength that owners can act on with confidence.
You don't score your business. We do.
The assessment is conducted by Define Growth.
A rigorous methodology. A clearer view.
The Enterprise Index Score™ looks beneath the surface of your business across six interconnected areas. Together, they reveal the strength of the enterprise you’ve built - what’s working, what’s holding it back, and where focused change could make the greatest difference.
One enterprise. Six perspectives. A clearer view of what comes next.
Strategic Clarity
The extent to which the business has a clear, coherent and communicated strategy - and whether leadership decisions are consistently aligned with it.
Leadership & People
The depth and capability of the leadership team, management structure, people development and the organisation's ability to operate independently of its founders.
Operating Model
The efficiency, consistency and scalability of the processes, systems and structures through which the business delivers its client proposition.
Commercial Strength
The quality of commercial management, pricing discipline, revenue visibility and the connection between operational performance and enterprise value.
Governance & Risk
The robustness of governance structures, risk management, regulatory compliance and the controls that protect the enterprise and its clients.
Enterprise Readiness
The overall resilience, scalability and independence of the enterprise - and its readiness to pursue the owner's intended destination.
How the assessment works.
The Enterprise Index is not a questionnaire. It is a structured assessment conducted by Define Growth over a defined engagement period — combining document review, management information analysis, leadership interviews and operational observation.
Scoping
We agree the scope, timeline and information requirements with the leadership team before the assessment begins.
Evidence gathering
We review management information, documentation and operational data across each of the six Enterprise Domains.
Leadership interviews
We conduct structured interviews with the leadership team and key individuals to understand capability, culture and constraint.
Assessment and scoring
We assess the enterprise against our proprietary framework and produce the Enterprise Index Score™ across each domain.
Findings and recommendations
We present the findings, the score and our recommendations — providing a clear, evidence-led foundation for the Enterprise Roadmap.
What you receive.
Enterprise Index Score™
A scored assessment of enterprise strength across each of the six Enterprise Domains, with supporting evidence and commentary.
Domain analysis
A detailed view of capability, friction, dependency and opportunity within each domain — identifying where management attention will create the greatest impact.
Priority recommendations
A clear set of prioritised recommendations that form the foundation of the Enterprise Roadmap and subsequent transformation programme.
Executive presentation
A structured presentation of findings for the leadership team — designed to create alignment and momentum around the priorities that matter most.
Hands-on transformation
We don't just identify what needs to change — we get involved. Define Growth works alongside your leadership team to drive the transformation, providing practical support and expertise throughout the journey.
Ongoing partnership
We continue to work with firms over the coming years — re-assessing against their goals, tracking progress, and ensuring their business model remains on track as they grow and evolve.
A successful business and a strong enterprise are not necessarily the same thing.
The Enterprise Index helps owners understand the difference — and what it will take to build the enterprise they intended.