W
O
R
K
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A
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D
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L
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Intermediate
Productivity
& ROI
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MOST Productive
HIGHEST ROI
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M
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r
e
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Least Productive
LOWEST ROI
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Intermediate
Productivity
& ROI
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Less
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More
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WORK SMART
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Where are you and your business located in this chart?
Are you functioning in the upper right quadrant close to
the top right corner where your
business is well optimized and maximizes the profits you take home?
Are you mired in the doldrums of the lower left quadrant where you struggle
to make a profit and every thing you do is difficult and takes a lot out of you?
Perhaps you are muddling along in the two other quadrants where things are not
disastrous but nor are they spectacular. Sometimes, this is the most difficult situation to be in.
Things are not so bad that you are forced to review the situation and take action.
So, you just coast along, hoping for the best.
Ask yourself these questions:
Is my business as profitable as it could be?
Am I bleeding dollars without knowing it?
What could I do differently to increase profits?
Could my business fund my retirement?
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How you answer each of these questions could give you knowledge that could make a great difference in your business,
and the quality of your life now and when you retire.
Remember, there are no right or wrong answers. No one is standing over your shoulder to reward
or punish you. Answer each question to the best of your ability. No matter how you answer each
question, they help you find a path to increased success.
If these questions made you stop and think, and now you want to learn more about how you can transform
your business, we have two questionnaires designed to help you take stock of where you are. Reviewing
these questions and what they tell you about where you stand could be your first step to bettering
yourself and your business.
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Show me how my business processes affect my profitability
The first questionnaire helps you assess your current business processes; do they help (or hinder) you and your employees in making the "right" business
decision each and every time, are they as effective as they could be? ..."
In other words, it helps you determine how your processes and business structure affect your bottom line.
Among the business areas covered are:
- Cash Management
- Employee performance management
- Customer knowledge and dependency
- Decision support tools and usage
- Bid management
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You get an immediate rating of your processes. You can also choose to forward your results to us for a personal no-charge no-obligation review and discussion
which includes options for correcting problems you find and/or realigning the way things get done with your objectives.
I'd like to know how my business supports me now.
Take me to the first questionnaire
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Show me where I stand on strategic issues?
The second questionnaire focuses on strategic and long term business issues that affect your personal financial situation and your ability to
provide family and loved ones with the comfort and security you want them to have.
It helps you with the groundwork for managing your business and its assets for the long-term. Among the topics covered are:
- Strategic Planning
- Accounting and Finance
- Human Capital
- Risk Management
- Operations and Systems
- Wealth Management & Estate Planning
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After analyzing your information, we will prepare a written report for you and will personally review your report with you to help you determine the next steps.
Show me where I stand on long-term and retirement matters.
Take me to the second questionnaire
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Be as accurate and honest with yourself as possible. Remember, there are no "right or wrong" answers.
You might believe that your accounting department telling you your "free" cash position
within a few hours of you asking for the information is equivalent to "I have the required information
at my fingertips." Only you can decide if this delay in having the correct information is
an acceptable risk.
Always remember that, as a business owner who has stayed in business,
you, are intelligent, motivated, and knowledgeable of your profession or trade.
Nothing can change this fact.
Augmenting your dedication, expertise, and motivation with professional advice
does not diminish your abilities or your stature in any way.
Instead,
it increases your abilities and helps you grow.
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