JOE LORENZ / Growth Advisor Score my business

Columbus, Ohio · Founder-led & family businesses

I built one company to a successful exit and watched another go bankrupt.

Now I help owners build businesses that work without them.

17 years building Pro-Terra Environmental Contracting. Seven years and a bankruptcy at enerGREEN360.

Why you're on this page

This site is about me. The work lives somewhere else.

Everything I do runs through one framework: the Owner Dependency Tax™. It measures what a business quietly gives up — in margin, in team capability, in enterprise value — because it can't run without the person who started it.

You're welcome to read my story here. But the assessment, the framework, and the work with owners all sit at ownerdependencytax.com. That's where I'd send you.

You are here

bizcoachjoe.com

Who I am, what I've built, what I've lost, and why I do this work.

The work

ownerdependencytax.com

The ODT assessment, the Four Stages of Freedom™, the 90-Day Sprint, and how to start.

The short version

I've been the bottleneck. I've also been the guy who thought he wasn't.

Most advisors in this space learned owner dependency from a book. I learned it from the inside, twice, and the second lesson was expensive.

17 YEARS

Pro-Terra Environmental Contracting

Built it, ran it, sold it. An operations leader sat in the second seat from day one — my father brought the first one in — and that seat never went empty. It's the single decision that made the exit possible.

THE EARN-OUT

Watching someone else take it apart

I stayed on through the earn-out and watched the buyer dismantle a business to fit their model. No strategic seat, no say. It taught me that a clean exit and a good outcome are not the same thing.

2012–2019

enerGREEN360

Seven years. Bankruptcy. I know exactly how a founder talks himself past the warning signs, because I did it in full sentences.

SINCE

Twenty-plus years in the rooms where owners tell the truth

I joined TEC as a junior executive, moved to the CEO group two years later, and eventually put my own CFO and a vice president into second-in-command groups. Later I chaired those rooms myself and implemented EOS in other people's companies. The pattern never changed: the business is capped at whatever the owner can personally carry.

The Owner Dependency Tax™

There are four seats an owner can sit in. Only one of them is optional.

The ODT Score runs 0 to 50, and lower is better. It tells you how much of the company still runs through you — and which of the four stages you're actually standing in today.

Stage 1

Owned by the Business

Score 40–50

Stage 2

Working Manager

Score 25–39

Stage 3

Strategic Leader

Score 15–24

Stage 4

Owner Optional™

Score 0–14

The business owns you You own the business

Find your stage

Two ways in

I sell to advisors. I serve owners.

If you own the company

You're the bottleneck, and you already know it.

Every decision waits on you. The team is capable right up until it matters. You've been telling yourself it's a season, and the season is now several years long. Start with your score — it takes about ten minutes and it will be uncomfortable.

Take the ODT assessment

If you advise owners

Owner dependency is what kills the deal you've been building for three years.

I help attorneys, CPAs, and wealth advisors protect client relationships by identifying owner-dependency risk before it derails a deal. You send the owner in, they do the work, and you get back a client who's actually ready.

Talk to me about your clients

The series lands October 15, 2026

The Owner Dependency Tax™ Series

If you disappeared next Tuesday, what breaks first?

Three books, one question. The argument for the owner, the roadmap to work through, and the perspective from every other seat at the table.

Three hardcover books in the Owner Dependency Tax series by Joe Lorenz: Owner Optional, the Owner Optional Field Guide, and Seen From Every Seat.

Get the series