info@cathedralconsulting.com     (908) 227-6169

Business Review

Purpose: 

A Business Review is an effective diagnostic tool which determines the current health of your business and sets the context for any consulting services. 

Owners and managers of small companies typically become consumed in day-to-day management of the company so that a time for reflection on the overall business is overlooked. A Business Review provides this business perspective and is the most helpful initial step in diagnosing the current health of your business.

We view this two hour interview with the owner or manager of your company as a physical exam. We will ask questions to evaluate the strengths and weaknesses of your enterprise which will then be presented to you in a professional report of findings and recommendations for your company.

How Will This Enhance the Enterprise: 

  • Shows what is working and what needs to be addressed
  • Assesses the strengths and weaknesses of the organizations’s operating structure and administrative focus
  • Provides actionable recommendations
  • Contextualizes urgent issues
  • Gives you comfort 

External Review:

Strategy

  • Mission Statement
  • 5 Year Business Plan
  • 5 Year Business Forecast

Products and Services

  • Trend Analysis
  • Product Mix Analysis

Marketing

  • Review of Marketing Strategy
  • Marketing Spend

Customers

  • Acquisition/Retention Strategies
  • Value Drivers

Legal Compliance 

  • Registration Documentation
  • Risk Management Concepts

Internal Review:

Management and Organization

  • Organizational Chart
  • Use & Function of a Board

Employees

  • HR Practices
  • Development & Training

Financial 

  • Trend Analysis
  • Key Ratio Analysis

Financial Systems

  • Cash Flow Management
  • Seperation 
  • Bookkeeping/Accounting Mechanics

Technology

  • Hardware Network
  • Software Applications

The report compiled following the review will include a SWOT (strengths, weaknesses, opportunities, threats) Analysis, data-specific findings, best practices, and specific recommendations for areas to address in order to strengthen and grow your organization.

Every business needs a periodic check-up. At Cathedral, we hold that when it comes to complications in business, prevention is the optimal route. Contact Cathedral today to schedule a Business Review.