01 / Diligence
Establish the baseline
Measure organizational health before an investment or major transition, while assumptions and decisions can still change.
The Energy Index turns hidden organizational exposure into financial foresight.
The measurement gap
Revenue, margin, EBITDA, and churn are measured precisely. All are lagging. Trust, autonomy, recognition, belief in the work, honest speech, and the customer experience change first.
This is not a culture problem. It is a measurement failure.
The Energy Index leads revenue & EBITDA
At acquisition
The Energy Index is strong. Revenue and EBITDA look fine.
Today
The Energy Index has fallen first. The financials haven't moved yet.
Exit window
Revenue and EBITDA are down—and so is the price.
Operating model
Each quarter, we assess the internal conditions affecting performance. Twice a year, we add the customer perspective and update a key-person register showing where critical knowledge and relationships are concentrated.
01 / Diligence
Measure organizational health before an investment or major transition, while assumptions and decisions can still change.
02 / Quarterly
Review the Energy Index alongside EBITDA to see whether internal conditions are strengthening or creating risk to enterprise value.
03 / Strategic decisions
Use a consistent record to anticipate how leadership changes, restructuring, or other major decisions could affect organizational health and future value.
Decision exposure
We show how major decisions could affect employees, customers, and long-term enterprise value.
Efficiency is visible. The cost to autonomy and trust is not.
Margin moves now. Continuity, honest speech, and key-person risk move next.
The operating model changes. Customer trust may change with it.