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Advisory Services

Comprehensive Business Review

A comprehensive business review will identify key challenges and opportunities in your business, acting as a roadmap in determining how to proceed in achieving your objectives. We will ‘lift the lid’ on key opportunities and issues to be addressed, identifying what your business needs to do more and importantly, less of.

The process incorporates an overarching framework, the “NOW-WHERE-HOW” methodology, to understand where you are now, where you want your business to be in the future and, importantly, how you are going to get there.

Our comprehensive review includes:

  • An initial diagnostic to identify short term burning issues and initial fixes, as well as the longer-term wish list – where you want to be and strategies to get there
  • Growth and Profit Solutions Diagnostic
  • Change Success Diagnostic
  • Key stakeholder mind map session to uncover your top 3-4 challenges and opportunities
  • Review of your financial KPIs
  • Personalized Summary Plan

This exercise produces a clear, concise one-page plan with commentary, supported by reports from the diagnostics and research to provide clarity on where to focus your strategies to achieve your goals.

Need more information?

Contact us to schedule a complimentary consultation to discuss your needs and explain how we work

Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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