An anonymized sample report. It shows the structure and depth of the diagnostic: where the business loses money, who it rests on, and what to fix first. Your business will have its own numbers, these here are illustrative.
| Loss area | What is happening | Estimate / year |
|---|---|---|
| Turnover of key people | 4 departures a year, hiring and ramp-up 3-4 months, sections sag | ≈ $120K |
| Manual control | Decisions run through the owner, a bottleneck, delayed orders and payments | ≈ $180K |
| Financial blind spots | No management accounting, hidden costs, cash gaps | ≈ $90K |
| Operational misalignment | Downtime, rework, friction between departments | ≈ $70K |
| Total at stake per year | ≈ $460K | |
Who and what the business rests on, and what stalls if that person leaves.
Holds key clients on personal relationships and half of the operational decisions. If they leave, everything stops.
The only one who knows the whole process. No backup, no written procedures.
The numbers live in the owner's head and with one bookkeeper on a simplified system. There is no management picture.
60% of revenue sits on three clients tied to the owner. The relationships are not secured anywhere.
What we set up and in what order. Each phase has a metric we are accountable for.
A 14-day diagnostic will show exactly where you are losing, who you rest on, and what to fix first. Then you decide.
Order the diagnostic