Business assessment — the starting point

Before any long-term engagement, the business has to be examined. In the assessment we look across six pillars and leave the session with a clear picture: the three main bottlenecks, three development opportunities and a map for the next 90 days.

What we review

  • Current revenue and profit margin
  • Service mix and pricing structure
  • Acquisition channels and conversion at each step
  • Cost structure and cash flow
  • Brand position, message and differentiation
  • Organisation, processes and owner dependency

What you leave with

  • The three main bottlenecks, each with its financial impact
  • Three development opportunities in priority order
  • A 90-day map with clear, trackable actions

What happens next

If you decide to continue, the natural next steps are strategy design and then monthly advisory. If you prefer to execute yourself, the 90-day map is yours to run with.

Frequently asked questions

Who is the assessment for?

For owners who have sales but not the profit, order or growth they expect — and want to know which action comes first.

How long does it take?

Usually one working session plus a review of the information you share; larger businesses may need two sessions.

Do I have to continue with you?

No. The output is complete and actionable whether you continue with us or run it yourself.

Ready to get started?

With a free consultation, find out how this service can bring you more patients.

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