Nine questions across the three pillars we examine in every engagement. Answer honestly and you will get a scored read of where the business is strongest, where it is exposed, and what we would look at first. Nothing is stored until you ask us to send it.
01Can you say, without pulling a report, which revenue line is most profitable?
02Do you keep a rolling cash forecast that actually informs decisions?
03Are margins reviewed by service line or product line at least monthly?
04Could the business run for two weeks without you making a decision?
05Are the core processes documented well enough for a new hire to follow?
06Do you know which role or handoff is the current bottleneck?
07Do you know what it costs you to acquire one new client?
08Does new business arrive from a repeatable system rather than referral luck?
09Can you state plainly why a client chooses you over the closest alternative?
Nine questions can locate the pressure. Finding what is causing it takes access to the financials, the structure, and the people.
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