Fixed-scope · decision-triggered · advisory only
Assessments
Four engagements, each fixed in scope and triggered by a decision event — never an open-ended retainer.
Assessment 01 · Flagship
Financial Decision Readiness Assessment
A CPA-led diagnostic that answers one question directly: is this business ready for the decision in front of it? It integrates the returns, the statements, and the moving parts no single advisor is holding together — then delivers a disciplined read of where readiness is strong, where it is thin, and what to resolve first.
It is the fullest expression of the instrument, and the right starting point for growth, financing, or a partner change.
What It Produces
- IndexClarity Readiness Index score
- ComponentsFive component scores
- FindingsExecutive findings packet
- 30 daysPriority list
- 90 daysWorking plan
- 12 monthsAction horizon
Not In Scope
Assessment 02
Tax Return Clarity Assessment
A fixed-scope, plain-English read of a completed tax return: what it actually says, what deserves attention, and what to raise with your current advisor. No preparation, no filing — an independent second read on a document you already have.
Scope
- InA completed return, read for meaning
- OutPreparing or filing returns
Assessment 03
Enterprise Value / Pre-Transaction Readiness Assessment
For owners preparing to sell, finance, or transition. The same instrument, with its scoring shifted toward risk exposure and deal-specific readiness — so you understand what a counterparty will see, and what to address, before the process begins.
Scope
- InPre-transaction readiness & risk
- OutBrokering, legal, or the deal itself
Assessment 04
CPA Partner Readiness Assessment
A specialist, white-label-capable diagnostic that CPA firms can offer their own clients — deeper advisory value without building an internal advisory practice. Delivered by direct referral or on a co-branded, subcontracted basis.
Scope
- InCo-branded or subcontracted delivery
- OutBuilding your internal practice
Self-route
Find your situation; it maps to one engagement.
- GrowthFinancial Decision Readiness
- FinancingFinancial Decision Readiness
- SuccessionEnterprise Value / Pre-Transaction
- Sale or TransitionEnterprise Value / Pre-Transaction
- Partner ChangeFinancial Decision Readiness
- Tax & Cash-Flow ComplexityTax Return Clarity
- A CPA firm's own clientCPA Partner Readiness
Boundaries
Advisory only — not audit, review, compilation, or attestation.
Implementation, when it is needed, is handled by Hayes Advisory & Tax — a related but separate firm. Clarity never bundles or upsells into it. The read stands on its own.
Not sure which one fits? That is exactly what the discovery call is for.
Tell us the decision in front of you; we will point you to the right engagement — or tell you plainly if none is needed yet.