Phase 1: Evaluation

Understand your business Birds eye view of your company
A needs assessment and evaluation

  • We will use a time tested approach and process when working together to create the goals and scope.
  • Take a personal approach to understanding the scope nuances of your business
  • Take a deep dive in to your business from sales to logistics
  • Review the financials, ratios, and productivity
  • Make a thorough analysis of the information and data
  • Perform an industry and market review as necessary
  • Present our findings, and present the success plan

** Scope and cost to be determined prior to starting any project.

Benchmark and evaluate for your best opportunities

  • Finance and Accounting
  • Review P&L and Balance Sheet
  • Corporate Finance and Key Ratios
  • Technology Integration and Overview
  • Sales and Marketing
  • Banking
  • Human Resources
  • Productivity and Operations
  • Logistics
  • Operations
  • Labor with key measures
  • Sales productivity and compensation
  • Marketing costs and value
  • Organizational review
  • Facilities management and costs
  • Logistics and supply chain
  • Industry benchmarks
  • Peer benchmarks

Ongoing Support

8 Hours Bi-Weekly
  • Intermediate
  • Financial/Accounting
  • Project Management
  • Min.. 6-10 Years Exp.

On Site

8 HoursWeekly
  • Strategic
  • Operational
  • Senior Advisor+
  • Min. 10+ Years Exp.


8 Days Per Month
  • Strategic / Financial
  • Operational
  • C-Level or Above
  • Min. 15-20 Years Exp.

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