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Strategic Assessment Reports

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Comprehensive Visibility for Strategic Decision-Making

Gain deep insights into customer quality, portfolio performance, and strategic opportunities through specialized reports tailored to your specific business needs. 

Request a Strategic Assessment
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Strategic Assessments for Different Needs

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Assessment 1: Quality of Customer (QOC) Reports

FOR PRIVATE EQUITY FIRMS

Evaluate portfolio company customer quality, risk profiles, and growth potential with comprehensive analysis that goes beyond traditional financial metrics.

Key Components:

  • Customer base stability assessment
  • Growth potential quantification
  • Risk concentration analysis
  • Customer acquisition efficiency evaluation
  • Comparative benchmarking within industry 
Learn More About QOC Reports
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Assessment 2: Health of Sales Reports Visual: Sample Health of Sales report visualization

FOR OPERATING COMPANIES

Gain comprehensive visibility into your sales effectiveness, customer relationships, and growth opportunities with actionable insights and strategic recommendations.

Key Components:

  • Customer performance segmentation - Retention risk analysis
  • Cross-sell/upsell mapping
  • Sales resource allocation optimization
  • Market penetration assessment 
Learn More About Health of Sales Reports
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Advanced Advisory Reports Visual: Sample Advisory report visualization

FOR CPA & ADVISORY FIRMS

Enhance your client advisory services with data-driven strategic assessments that deliver measurable value and differentiate your firm from competitors.

Key Reports:

  • Next Generation Management Letter
  • Pricing Advisory in a Box
  • Strategic Growth Assessment
  • Acquisition Target Evaluation 
Learn More About Advisory Reports

The Strategic Value of Deep Assessment

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See Beyond Surface Metrics

Move past traditional financial metrics to understand the true drivers of business performance and potential. 

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Identify Hidden Risks

Uncover concentration risks, customer health issues, and market vulnerabilities before they impact performance. 

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Prioritize Opportunities

Focus resources on the highest-impact opportunities with clear ROI projections and implementation roadmaps. 

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Inform Strategic Decisions

Support critical business decisions with comprehensive, data-driven insights and recommendations. 

What Our Strategic Assessments Reveal

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Customer Quality Analysis

Understand the true value and potential of your customer relationships:

  • Comprehensive customer segmentation beyond revenue
  • Loyalty and relationship strength assessment - Growth potential quantification
  • Risk concentration identification
  • Customer acquisition and retention efficiency 
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Operational Effectiveness

Identify operational strengths and improvement opportunities:

  • Resource allocation optimization
  • Process efficiency evaluation
  • Cost-to-serve analysis by customer segment
  • Organizational alignment assessment
  • Capacity utilization and bottleneck identification 
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Market Positioning

Understand your position in the market and competitive dynamics:

  • Market share analysis and growth potential
  • Competitive differentiation assessment
  • Value proposition effectiveness
  • Price positioning evaluation
  • Market segment attractiveness 
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Strategic Recommendations

Actionable insights with clear implementation paths:

  • Opportunity prioritization by impact and effort
  • Risk mitigation strategies
  • Resource allocation recommendations
  • Performance improvement roadmaps
  • Strategic initiative sequencing 

 

How Organizations Use Strategic Assessments

Private Equity

PORTFOLIO COMPANY EVALUATION

A mid-market PE firm used Quality of Customer reports to evaluate acquisition targets and identify post-acquisition value creation opportunities. For one $50M portfolio company, the assessment identified $12M in enterprise value improvement potential.

Application:

  • Pre-acquisition due diligence enhancement
  • Post-acquisition value creation planning
  • Portfolio-wide performance improvement
  • Exit preparation and value story development 
Manufacturing

STRATEGIC REPOSITIONING

A $45M manufacturer used a Health of Sales report to inform a strategic repositioning, focusing resources on customer segments with the highest growth potential and reducing investment in declining segments.

Application:

  • Market strategy refinement
  • Customer acquisition and retention optimization
  • Product portfolio realignment
  • Resource allocation optimization 
CPA Firm

ADVISORY PRACTICE DEVELOPMENT 

A regional CPA firm used white-labeled Strategic Assessments to launch a high-margin advisory practice, generating $750K in new revenue by helping 15 clients improve profitability and strategic positioning.

Application:

  • Client relationship expansion
  • Advisory service differentiation
  • Value-based pricing enablement
  • Staff skill development and utilization 

The Assessment Process

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Step 1: Scope & Objectives

We begin by defining your specific assessment objectives and key questions to ensure the assessment deliversmaximum value.

Step 2: Data Collection

We collect relevant data from your systems, requiring minimal effort from your team. We work with the datayou already have.

Step 3: AI-Powered Analysis

Our AI algorithms analyze thousands of data points to identify patterns, opportunities, and risks that would beimpossible to find manually.

Step 4: Expert Interpretation

Our experienced team reviews the AI findings to ensure business relevance and strategic context.

Step 5: Comprehensive Reporting

You receive a detailed assessment with clear visualizations, strategic insights, and actionablerecommendations.

Step 6: Strategic Workshop

We conduct a facilitated session to review findings, answer questions, and develop implementation plans.

Assessment Options

Targeted analysis of a specific business dimension with prioritized recommendations.

  • Single dimension focus (e.g., customer quality, pricing, etc.)
  • 2-week delivery timeframe - Executive summary and focused action plan
  • 60-minute findings review


Multi-dimensional analysis with integrated strategic recommendations.

  • 3-4 business dimensions
  • 3-4 week delivery timeframe
  • Comprehensive reports and implementation roadmap
  • 90-minute strategic workshop


Regular assessments and updates to track progress and identify emerging opportunities.

  • Quarterly refreshed analysis
  • Progress tracking against recommendations
  • Emerging opportunity identification
  • Quarterly strategic review sessions


 

Frequently Asked Questions

How long does an assessment take to complete?

Need

What data do you need to conduct an assessment?

Need

How is this different from traditional business analysis?

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Can assessments be customized for specific industries?

Need

How do you maintain data confidentiality?

Need

Can we white-label assessments for our clients?

Need

Gain the Strategic Clarity You Need to Drive Growth

Request a Strategic Assessment to uncover hidden opportunities, identify risks, and develop clear action plansthat deliver measurable results.

Request an Assessment Consultation
Download Sample Assessment
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