Operations Assessment

Financial Wellness

Accelerate the Growth & Value of Your Business

Looking to increase the value of your business? Many times, management is too close to the operations of the business to spot strategic areas that can be improved or adjusted to increase your growth and profits.

Gaining insights from outside experts who analyze your operations, recognize risks, and identify areas to improve will increase the value of your business. 

PCE’s Operations Assessment provides you with a clear, research-driven road map to help you improve the financial and operating performance of your business, customized to fit your business needs and objectives.  The assessment quickly reveals the potential of your business to grow, scale and compete.

Deep-Dive Analysis & Recommendations

We start by taking a deep dive into the workings of your business through an extensive interview process. The only thing required of the business owner is 90 minutes and an understanding of the day-to-day operations and company performance. 

We take your qualitative information and create a quantitative assessment.

As a result of the analysis, you’ll receive a list of actionable goals to implement best practices that will help you:

  • Strengthen operations
  • Reduce risk
  • Improve profits
  • Build value in your business

Measures 18 Value Drivers

The Operations Assessment includes your business’ 18 critical value drivers that reveal the strengths or weaknesses in your current business, including:

  • Recurring Revenue
  • Growth
  • Dominant Market Share
  • Brand
  • Barriers to Entry
  • Margin Advantage
  • Customer Diversification
  • Large Potential Market
  • Product Differentiation
  • Innovation
  • Sales & Marketing
  • Operations
  • Human Resources
  • Legal
  • Financial
  • Company Overview
  • Customer Satisfaction
  • Senior Management

Already Have a Strategic Plan?

This Operations Assessment provides you with specific recommendations, spread across your entire operation, to help execute your plan. You’ll get an executable road map which dovetails with your strategic plan, helping prioritize projects based on ease of implementation and the value they create.

This is the playbook you need to better execute your existing strategic goals. 

Take the next step

Complete the form below, and we’ll contact you to discuss your business goals and aspirations.