Keystone The feature index Every tier

Keystone · Launching soon

Everything Keystone does, built around one question: can it run without you?

Eighteen questions give you three scores and an estimated sale price. From there, Keystone runs the operating layer that moves the number: decision routing, SOP generation, a manager standup, and a weekly owner brief. Free to start.

01

The diagnostic layer

Know your number, and what is discounting it.

Most owners carry a number from a broker or an accountant, built on asking prices. Keystone calibrates against ten years of closed transactions, so the number reflects what a buyer actually pays.

Three diagnostic scores

Business Independence, Systems Maturity, and Acquisition Attractiveness, each scored 0 to 100 from how the business actually operates.

Estimated sale price

A sale-price range calibrated against a decade of closed transactions, not the asking prices most estimates are built on.

Scenario Engine

Twelve presets model a change before you make it: add a manager, cut customer concentration, document the top process, and watch the number move.

Deal Analyzer

For buyers screening a target: run the same diagnostic on an acquisition, with an SBA affordability check on the financing.

The ranked gap list

The specific changes that move your number most, ordered so you work the $50,000 problem before the $5,000 one.

Library Intelligence

AI answers grounded in the executive library and checked against the data, so the guidance is specific to your scores rather than generic.

02

The operating layer

The work that buys back your week.

A higher score is not a report you file. It is decisions the team owns, processes written down, a standup that keeps its own time, and a brief that surfaces the one problem worth your attention. Keystone installs that operating layer and runs it.

Decision Routing Engine

The routing table that tells the team which decisions they own and on what conditions, so the calls stop coming to you.

AI SOP Generator

Turn a process you carry in your head into a written procedure the team can follow, drafted in minutes and owned by a role, not a person.

Manager Standup

A weekly accountability structure with a named agenda, so the business has a heartbeat that does not depend on you running the meeting.

Weekly Owner Brief

One page each week: what moved, what is stuck, and the single thing worth your attention. Read it in five minutes.

Constraint Identifier

The one bottleneck holding back the number right now, named, so you fix the binding constraint instead of the loudest one.

Role Guide

Role clarity written down and tied to the org, so responsibility survives turnover and a new manager can run from the record.

03

Integrations and portfolio

Your books and jobs, feeding the score.

The score is only as honest as the data behind it. Keystone connects to the two systems most service businesses already run, QuickBooks Online and Jobber, so the diagnostic reads real numbers instead of estimates.

QuickBooks Online

Clean financials feed the valuation and the books-quality factors a buyer scores, with no manual re-entry.

Jobber

Job and scheduling data feeds the operating layer, so the standup and the brief run on what actually happened this week.

Document store

The operating record in one place: SOPs, the routing table, and the briefs, searchable instead of scattered across inboxes.

Monthly re-scores

Update your numbers each month and watch your estimated sale price trend, so the climb shows up as a line, not a memory. A value snapshot lands in your inbox on the first.

Portfolio view

Several businesses from one screen, each with its own scores and gap list, for an owner or operator running more than one.

04

Advisor and Practice

Run the diagnostic across a book of clients.

Advisors and accountants use Keystone to bring a grounded number to every client conversation. Two tiers open a client roster, cross-client reporting, and a revenue share on referrals.

Advisor portal

Run the diagnostic across a book of clients, each with their own scores, gap list, and history, from one login.

Pre-session briefs

Walk into each client meeting with the read already done: where the number sits, what is discounting it, and the next move.

Commission tracking

The referral revenue share, tracked inside the product, so the advisor economics are visible instead of reconstructed by hand.

How it fits together

The gap and the fix are the same work.

On identical earnings, an owner-dependent business sells near 1.65x and an owner-independent one near 3.5x. The diagnostic finds the gap. The operating layer closes it. The same work that buys back your week is what lifts the multiple the day you sell.

1 Diagnose Three scores and a real sale price.
2 Route and document Decisions, SOPs, and a standup the team runs.
3 Re-score Watch the number climb each month.

The data behind the estimate

Calibrated on what businesses close for, not what they ask.

Every score and estimate is grounded in completed sales, not asking prices, so the number holds up when a buyer runs their own math.

10 yrs
of closed transactions

Forty quarterly BizBuySell Insight Reports, 2016 to 2026, of real closed sales.

1.6M+
SBA 7(a) loan records

A public confidence layer beneath the estimate, matched by industry and business size.

$555K
independence gap at $300K SDE

The spread between an owner-dependent and owner-independent sale at $300K SDE.

See the full methodology, sources, and what the estimate is not →

Pricing

Free to start. Every feature above sits on a tier.

The diagnostic, your three scores, and an estimated sale price are free, with no card. The operating layer, the integrations, portfolio, and the advisor tools open on the paid tiers. Seven tiers in all.

The Systems Sprint

The scores show the gap. The Sprint closes it.

A 30-day engagement that installs the operating layer for you, in under five hours of your time. Delivered once. No retainer.

Learn about the Sprint →

Keystone · Launching soon