Your Assessment

The assessment process is the first step in helping business owners evaluate their current position.  A snapshot of where you stand guides us to where you want to go and how we will strategically achieve your goals.

During the assessment of your operation we will complete:

A Financial Assessment

  • Examine Cash Flow
  • Assess Debt Ratio
  • Review Long-term Succession Planning

Your Market and Market Reach Evaluation

  • Evaluate Identification of Target Market
  • Assess Consistency of Current Marketing Campaign
  • Determine Consumer Awareness and Loyalty
  • Formulate Current Market Position and Share
  • Review Advertising / Promotional Campaigns

 Team Management Overview

  • Sales Team Productivity and Effectiveness
  • Pre-employment Screening & Process
  • Interview and Review Personnel

 

A Merchandise Evaluation

  • Examine Merchandise Mix
  • Compare Inventory Performance by brand, category, and price point
  • Calculate Current Return on Investment
  • Consider Current Gross Profit Margin

A Visual Display

  • Review overall Merchandise Appearance
  • Evaluate Continuity in Display and Product Placement
  • Note Point of Sale Signage

Succession Planning Discussion

  • Assess your store’s market value
  • Identify Potential Buyers
  • Evaluate Existing Succession Plan

Location Review

  • Site Location and Sales Potential
  • Traffic Flow and Curb Appeal
  • Overall Store Ambiance and Message both Inside & Out