Company Performance Assessment

Find out how well your company stacks up against the competition

Do any of these sound like your Company?

  • You don’t know exactly how you stack up against the competitors in your industry
  • You don’t know your numbers well beyond “top line” and “bottom line”
  • You have had inconsistent cash flow “issues” over the years and aren’t sure why
  • You don’t really have a good way to evaluate how efficient your company is with your capital
  • You don’t know what type of return you are getting from the equity in your business

Greater than 85% of businesses fail within the first 15 years. The biggest reasons are they don’t really know their financial numbers and typically aren’t tracking their performance against the industry and broader economy.

What if you knew Exactly…

  • What the industry benchmark was for every financial metric your company should be measuring
  • Where you company stands when compared with each financial metric that matters when it comes to company performance
  • How to get the capital you needed every time you needed it to support your growth
  • What roadmap your company needs to be on to blow the competition out of the water in every category that matters
  • Who was watching your financial metrics that matter like a hawk which would keep your performance as high as possible at all times

You’ve worked hard to make your company what it is today. Let’s put a system in place that maximizes the financial strength and performance of your company to reach strong profitability and be prepared to weather any storm.

Here’s how To Get There…

  • You need someone to help you audit the performance of your company
  • I’ll review your ‘book’s and extract the information we need to calculate 15-20 financial metrics that matter for your company
  • We’ll compare how your company is doing to the industry benchmarks for each individual metric
  • Anywhere you are underperforming we’ll find out why and chart the course you need to be on to beat the competition
  • We’ll build a plan to monitor these metrics on a monthly basis moving forward so you’ll know right away before you start to slip again

Less than 1% of businesses really know their numbers.  However, those that do consistently excel and lead their industry.  They are the most profitable and well prepared to survive during downturns.

I’m confident that one of my customized reports will tell you more than you thought you knew about your company.  If you’d like to see an example of what you’ll get, please view the following sample report.

assessment reviews

“This assessment gave us clear, actionable insights that immediately improved our cash flow.”
“The clarity I gained from this service is worth its weight in gold—no more confusing financial reports.”
“I was amazed at how quickly I got meaningful results. It’s a must for any business owner.”
“The strategies were practical and tailored to our business. We saw a difference within weeks.”
“If you want to truly understand your financials and make smarter decisions, this is the way to go.”

FAQ

How much does it cost?

The assessment is free. No commitments or obligations. If you would like additional help, we can discuss that as well.

How does it work?

One I have the information I need, I go to work calculating all the relevant financial performance metrics for your company and the benchmark for each to compare your company’s performance again the industry benchmark. Once the assessment is ready, we meet so I can walk you through it and answer your questions.

Where does the information come from?

The information comes from the financial reports for your company. Primarily the balance sheet, income statement (or profit & loss) and the statement of cash flows.

What do you need from me?

Just the financial reports. Once I have those, I can do everything I need and will keep you posted on progress.

Do you provide help beyond the report?

Yes, I provide fractional CFO services for companies. Please let me know if you have any detailed questions about those services. Feel free to email me at sean@nxtstep.io.

Find out how your company is really doing from a financial performance perspective so that you can be prepared to get to wherever you want to go ASAP.