Business ASSESSMENT

Advisory services always begin with getting to know our clients. We understand that you have unique needs—with success standards and pain points that you might not yet be able to identify when you first reach out for some extra guidance. That’s OK. Our process starts by figuring out where you want to end up, so we can help you find the best way to get there. We will evaluate your company’s history, operations, culture, and current business model. We want to help you identify target goals for the future (whether they are financial, like chasing a certain profit margin, or personal, like hoping to retire before your kids are grown) and then apply our skills and services to point you in the right direction. We will look into your company’s structure, business plan, bookkeeping, tax records, human resources, legal code, and customer support to discover all untapped opportunities—while seeking small changes along the way that can boost your bottom line based on your expressed preferences and existing business model.