Small Business Assessment

Is Your Business Stuck?

An Objective Look at Your Business

Business owners typically have a vision for their business. But rarely do they have a workable plan for sustaining and growing it. Most business owners are so involved running day-to-day operations, they don’t take time to develop strategies and plans for resolving issues.

Identify Opportunities for Improvement

Have you reached a revenue plateau that you can’t seem to get past?

Are you having a tough time recruiting or retaining good people?

Do your internal systems prevent you from responding quickly to opportunities?

Can you take a vacation – even a brief one — and feel that everything will run smoothly while you are away?

Do you have a business plan and are you achieving your goals?

Do you spend most of the time on problems that keep returning?

Are these the REAL problems or just the squeaky wheels?

Conducting an objective, in-depth business assessment helps you identify opportunities for improvement and catapult your business to the next level.
What is a Business Assessment?

an objective look at your business designed to provide you with a clear picture

Where your business is today

What will help you get to where you want to be tomorrow

The obstacles that could hinder or impede your progress

The obstacles that could hinder or impede your progress

How does it work?

We use interviews with business owners and key staff and financial document reviews to crystallize the current situation and future growth objectives, uncover the strengths and weaknesses in the business, and determine an action plan for moving forward.
Identify opportunities for improvement
  • Human Resources & Employee Benefits
  • Management
  • Marketing
  • Product Development
  • Sales
  • Customer Service
  • Finance & Accounting
  • Business Operations
  • Technology
  • Exit Strategy
We dig deeply into these areas
  • Executive Interviews
  • Financial trend analysis
  • Marketing and sales plan review
  • Strategic plan, historical and projected financial statement reviews
  • Organization effectiveness and business model effectiveness analysis

At the end of the process you receive a written report and presentation summarizing our findings along with implementation recommendations. Included is a SWOT analysis that spells out your company’s strengths, weaknesses, opportunities and threats. Implementation recommendations are designed to require short periods of time to complete – 90 days or less if possible. This gives you the most insight and information and helps to keep you on track so you don’t get stuck again.

Contact us for more information on our small business assessment service.