Working with the business owner or leadership team, I gain an understanding of all aspects of the business which then determines how we proceed. This process includes:

• A full review of historical financial statements

• An overview of company goals and future plans

• Documenting current critical challenges faced by the business

• Understanding the structure of the company and the personnel

• Evaluating the state of key processes and systems

• …and more

Outcome: This process results in a comprehensive executive report I deliver to you documenting current state, opportunities for growth, my recommendations & proposed plan of action and what the expected outcomes look like. By completing this critical phase, we can chart a course for the company to take great strides over both the short and long term horizon.

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