📚 Book Launch: September 9, 2026

Stop Paying the Owner Dependency Tax

Every day you can't step away from your business costs you freedom, equity value, and peace of mind. Learn the proven system to eliminate owner dependency and build a business that runs without you.

By Joe Lorenz | Certified Exit Planning Advisor (CEPA) | Certified Growth Advisor | BEI Owner Based Planner

$3M-50M

Founder-Led & Family Businesses

Core Dependency Areas

Business Maturity Stages

Want to Know Your Dependency Score?

The Freedom Assessment suite includes three proven diagnostic tools

ODT

Owner Dependency Tax Assessment

Identify and quantify dependencies across decision-making, client relationships, operations, sales/marketing, and knowledge transfer.

Growth-Driver CLARITY Survey

Assess your business's readiness for scalable growth and identify critical gaps in your organizational structure.

BEI

BEI Ownership Planning Analysis

Evaluate your exit readiness and understand the current transferable value of your business independent of your personal involvement.

What You'll Discover

A complete methodology for transforming your business from founder-centric to enterprise-centric

The True Cost of Owner Dependency

Understand exactly how much your inability to step away is costing you in reduced business value, missed opportunities, and personal freedom.

Five Critical Dependency Areas

Learn to systematically address dependencies in decision-making, client relationships, operations, sales/marketing, and knowledge transfer.

The Mindset Shift That Changes Everything

Master the transition from founder-centric to enterprise-centric thinking, with specific behavioral changes for each stage of transformation.

Stage-Based Implementation Framework

Follow a proven progression through four distinct business maturity stages, with clear articulation of what each transition requires.

Integration with Proven Systems

Discover how to integrate Growth-Driver methodology and BEI Ownership Planning tools within a unified ownership-independence framework.

Built for Founder-Led & Family Businesses

Get practical guidance designed for founder-led and family business owners generating $3M-$50M in revenue.

Ready to Get Started?

Take the full Owner Dependency Tax assessment to get your personalized score and roadmap. The comprehensive assessment covers ODT, growth drivers, and exit planning readiness.