Business Assessment Process


  • Gain an understanding of the business including strengths, weaknesses, and opportunities.
  • Determine the overall status of critical business issues including infrastructure needs.
  • Provide a recommended solution to urgent business needs.


  • Review financial reports, corporate tax returns, management reports, and financial statements.
  • Meet with key management team players, accounting staff, and technology staff.
  • Perform high level analysis of financial and operational data including industry benchmarking if data is available.


  • The Assessment Process will have a time span of 2 to 4 weeks from receipt of data.
  • Scheduling conflicts or lack of requested data may cause a delay in the timeline.


  • A high level assessment presentation containing items such as observations, a financial analysis, and recommended solution options.


  • To be determined from a scoping session based upon the specific circumstances/situation of the business.

Data Request List

  • SBP requests specific data to perform the assessment.