Business Assessment
Business Efficiency Check-Up Assessment
Reduce Stress. Increase Profitability. Build a Business That Thrives Without You.
As an Accredited and Certified Value Builder Advisor and Certified Business Coach, I work with business owners who want more freedom, stronger profits, and a company that can grow beyond their daily involvement.
One of the most effective ways to begin this journey is with the Business Efficiency Check-Up Assessment—a proven tool that provides clarity on where your business stands today and what steps will drive it forward.
What You’ll Receive for a One-Time Investment of $495
1. A Comprehensive Report on the 8 Key Drivers of Business Value
Your business will be evaluated across the eight essential areas that determine strength, scalability, and value:
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Financial Performance – Track revenue, profit margins, and cash flow to build a strong financial foundation.
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Growth Potential – Identify opportunities to scale and expand into new markets.
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Switzerland Structure – Reduce dependency on any single customer, supplier, or employee to minimize risk.
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Valuation Teeter-Totter – Manage cash flow effectively to balance growth and debt.
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Recurring Revenue – Develop consistent, predictable income streams through repeat customers or subscriptions.
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Monopoly Control – Differentiate your product or service to dominate a niche market.
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Customer Satisfaction – Measure and improve loyalty to fuel referrals and repeat business.
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Hub & Spoke – Reduce the business’s reliance on you, the owner, to improve scalability and independence.
2. A Clear Breakdown of Strengths and Opportunities
Gain a snapshot of what’s working well in your business—and where improvements will have the greatest impact.
3. A 60-Minute Debrief Session
We’ll review your results together and create an action plan. You’ll walk away with actionable insights to:
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Increase profitability
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Streamline operations
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Reduce owner dependency
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Strengthen long-term business value
Why Take the Business Efficiency Check-Up?
This assessment is more than just a score, it’s a roadmap. Whether you’re:
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Focused on sustainable growth today, or
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Preparing for an eventual exit in the future
…the Check-Up provides the clarity and direction you need to make informed, confident decisions.
It’s your first step toward building a business that gives you both freedom and financial strength.
Ready to Get Started?
Take the first step toward a more profitable, efficient, and owner-independent business and schedule your Business Efficiency Check-Up.
