What is a Business Assessment?

A business assessment is an objective look at your business designed to provide you with a clear picture of:

  • Where your business is today and why

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

  • What might hinder or impede your progress, and

  • What specific actions can be taken to address all these issues?


A business assessment does not take as much time as you may think. When done properly, the results can catapult your business to the next level.


How does it work?


Business Assessment uses interviews with business owners and key staff, plus financial document reviews to understand the current situation and future growth objectives, uncover the strengths and weaknesses in the business, and determine a workable action plan for moving forward. We focus on identifying opportunities for improvement in the following areas:

  • Skills GAP analysis for owner, managers and staff.

  • Management roles

  • Marketing effectiveness

  • Products – relevance, profitability and development

  • Sales and sales reporting and route to market

  • Customer Service

  • Finance & Accounting

  • Financial reporting

  • Business Operations

  • Technology

  • Exit Strategy


We dig deeply into these areas through:

  • 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.