You see the numbers before anyone else does. You watch a good business drift for two years before the owner says the word out loud. And there is nothing on your desk to hand them that is not a lecture.
The Ascent Scan is six minutes on screen: twenty-four statements, four numbers, and the one gear — Team, Direction, Operations or Finances — that is holding the business back. It is free, it is not a sales call, and the owner keeps the result. Nothing the owner answers comes back to you; it is theirs.
Your own link
Summit gives you a link that carries your firm’s name. Send it to a client, put it in your year-end letter, or leave it on the table after the meeting where you have said “the numbers are fine but something is not”. The scan opens with one line: “Shared with you by <your firm>. The scan is Summit’s, the result is yours, and nothing here goes back to them.” That sentence is what makes it safe to hand over, and it is why owners open it.
What you get is a client who has named the problem for themselves, in a language you can use on the next call. What Summit gets is an owner who arrived warm. Nothing is paid either way, and nothing is owed.
To get a link
Write to [email protected] with your firm’s name and what you do — accounting, bookkeeping, lending, insurance, factoring, equipment finance — or call 587-206-0625. You will have your link the same day, with a short note you can forward as it is.
Take the scan yourself first. Six minutes. You will know what you are handing over.