Our Financial Assessment Reports will give you a different perspective on your business that is easy to understand. If you only follow a few of the recommendations in our reports, you’ll see increases in profits and learn how to navigate around upcoming problems. We point out specific strategic management actions that you should take if you want your business enterprise to succeed.  Be incredibly successful! Click to receive a sample report.

Basic Narrative Report

Financial Assessment Reports

This Report is a summary of our assessment and findings. To receive a sample, click here.

Industry Benchmarking Scorecard (with Z Score)

Financial Assessment Reports

Benchmarking the financial performance of a business against that of its peers is an important aspect of running and growing a business. Learn what you can do to surge ahead of your competitors. 

Business Valuation

Financial Assessment Reports

The Business Valuation Report provides an estimate of the businesses’ calculated value using a Discounted Cash Flow approach.

Financial Projections

A five-year financial projection of your business based on past performance. Find out where you are headed.

I Need A Financial Checkup

Want to get started right away?  Simply fill-in the contact form on our website. We’ll contact you by email, usually within 24 hours. We will send you a confidential submission form for you to fill-out and email back. Next, we will perform a detailed review and analysis your data. Once complete, we’ll then submit it to a Certified Turnaround Professional for an Assessment. Usually within a week the written report will be finalized and emailed back to you. Depending on the report you selected, we will then arrange an in-person or video conference to review the Report, provide advice and answer any questions. Our professional advisor will spend as much time as you need up to two hours.