Assessment

Know where you stand. Then move.

Two paths to clarity: take a free self-assessment to see where your business is today, or go deeper with a partner-led assessment that delivers a prioritized roadmap for growth.

Partner-Led Deep Assessment

Go deeper with an expert-led assessment

A hands-on diagnostic led by Arena operators with real experience — not consultants with slide decks. Click any partner below to see their background.

Sales & Marketing

  • Sales cycle consistency and messaging
  • CRM setup, reporting, and stage management
  • Team structure, compensation, and enablement
  • Marketing and sales alignment on handoffs
  • Forecasting discipline and leadership cadence

Operations & Technology

  • Core platforms (CRM, ERP, data) and integration
  • Reporting infrastructure and data hygiene
  • Workflow design, handoffs, and documentation
  • Security, compliance, and scalability
  • Process automation opportunities and AI potential

Finance & Accounting

  • Accounting systems, reporting accuracy, and close cadence
  • Budgeting discipline and stakeholder communication
  • Internal controls, oversight, and compliance
  • Preparedness for investor or buyer due diligence
  • Financial statements and cash flow management

General Strategy & Exit Readiness

  • Leadership depth and founder dependency
  • HR, legal, tax, and compliance documentation
  • Corporate structure and contract organization
  • Data availability for investors or buyers
  • Customer concentration, churn risk, and supplier exposure
How it works

The assessment process

01

Discovery

A 1-hour discovery call with a domain expert to understand your business, goals, and pain points.

02

Information Gathering

Our experts work with you to gather additional data — employee conversations, surveys, system access — to build a complete picture.

03

Findings & Roadmap

Each expert delivers a summary report with key findings, recommendations, and a prioritized roadmap for improvement.

Full 4-Part Assessment
$10,000

Expert-led reviews across all four disciplines — Sales, Operations & Technology, Finance, and Strategic Readiness — plus a comprehensive roadmap and debrief session for each.

Single-Focus Assessment
$3,000 per discipline

For companies that want to go deep on one area of improvement. Pick the discipline that matters most right now.

Best fit

Who the assessment is for

The Arena Business Assessment is built for companies ready to prepare for what's next — whether that means scaling to the next stage, systematizing what's already working, or positioning the business for a successful sale or succession.

Best suited for companies with $5–$50M in annual revenue that have the free cash flow to invest in the value-creating projects identified through the assessment.