THE BUSINESS HEALTH ASSESSMENT PRECEDES EVERYTHING WE DO.
IT IS A PERFORMANCE-DRIVEN ANALYSIS USED FOR A VARIETY OF NEEDS.
The Business Health Assessment is a valuable analytical tool for business owners who want to know if their business is in salable condition, are looking for an objective, performance-based report card, or need to determine how their company is performing financially against their competitors.
The Business Health Assessment provides the balanced information business owners need to benchmark their goal attainment, determine if their company is ready to grow organically or via acquisitions, and/or begin the business sale process.
We examine the quantifiable and qualifiable factors affecting the attractiveness of a business for sale, enabling business sellers to know if their company is likely to sell (and, if not, what issues to fix). First, clients provide 5 years of financial statements that we use for the analysis and comparative evaluation. In the second phase, our team conducts a survey of the client’s organization’s functional areas. Third, we review the data from both phases with the client, and identify critical areas needing attention.
ANNUAL PERFORMANCE ASSESSMENT
Similar to a yearly check-up with your doctor, the Business Health Assessment checks your company’s vital signs. It assesses annual financial performance, which helps owners find problems early, and stay focused on achieving earnings and revenue goals.
The Business Health Assessment provides a comparative analysis of the performance of your company versus that of similar companies (by NAICS code and revenue size), helping owners beat their competitors.