Organizational
Health Assessment
A health check for your company to ensure it's firing on all cylinders.
Smart Business Owners Don't Guess... They Assess!
Our OHA is a comprehensive set of 90+ questions about the 8-core pillars of business.
These include:
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Corporate Governance & Compliance
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Business Operations
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Human Resources
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Occupational Health & Safety
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Accounting & Financial Reporting
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Business Development & Sales
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Legacy Planning (Estate & Succession Plans)
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Branding & Marketing
After completing these, we generate a report with recommendations to improve any deficiencies you may have to ensure your business is operating as efficiently and profitably as possible.
An OHA is valuable tool, offering great ROI. Whether you are preparing to pass your business on to a younger generation, wanting to sell or considering a Merger or Acquisition deal, it's recommended you have an Organizational Health Assessment done before making such a transition.
In the case of selling your business, it's better for you to perform an OHA and find your vulnerabilities and turn them into opportunities to improve before a buyer does and then uses those to offer you a reduced price.
A 3rd-party, outside perspective can identify what you are doing well as well as find any blind spots you may have missed. Often when you are working "in" the business day-to-day, you can overlook some of the critical things that should be done.
These areas of improvement can lead to amazing opportunities for improving efficiencies, growth and profits. Ultimately, your business is your retirement plan, so it is important to ensure you are doing everything you can to grow and preserve your equity and wealth.
An OHA is an investment into your future. Just like your vehicle or even yourself, everything needs an occasional check-up and maintenance to ensure optimal results. Your business is the same.
