EvaluSys - Articles , Case StudiesEvaluSys - Articles , Case Studieshttps://www.evalusys.com/blogs/case-studiesFri, 27 Mar 2026 00:37:22 -0700http://zoho.com/sites/<![CDATA[Retailer Reinvigorated!!]]>https://www.evalusys.com/blogs/post/retailer-reinvigorated
This article, originally posted by Level Management Partners in 2015, illustrates how EvaluSys tools are used to deliver value to business owners.


One of the CEOs who attended The Entrepreneurship Institute’s (TEI) Charlotte President's Forum event in December 2012 owned a chain of retail stores. This was the second business venture for Frank, the company owner. In 2005, Frank sold his first company for a handsome profit.  He and his wife had the financial security needed to retire comfortably.  Like many successful entrepreneurs, they found retirement to be boring and purchased a struggling Charlotte retail operation in 2007.

Frank quickly turned around the struggling $3mm retail business and made a profit in 2008.  He knew there were other opportunities to purchase similar unprofitable businesses and by 2012 Frank had 4 profitable locations in three southeastern states doing $13mm in revenue.  Unfortunately, day to day management of the business took a heavy toll on Frank.  It wasn't fun anymore and Frank contemplated selling the company and giving retirement another try.

After registering for the TEI President's Forum, Frank invested 15 minutes taking the Business Wellness Checkup™, a service TEI offers nationwide through a strategic alliance with EvaluSys® and Level Management Partners.  Frank found the Checkup results to be quite interesting and signed up for a Checkup Review meeting facilitated by Tom Bixby, President of Level Management Partners and founder of EvaluSys®.

During the hour long Checkup Review meeting, Tom and Frank discussed the top strategic goals for Frank and his company, reviewed Frank's progress against those goals, and focused attention on Checkup-diagnosed issues likely to be barriers to meeting Frank's goals.  Several critical issues were exposed, and Frank decided to hire Level Management Partners to perform a deeper diagnostic examination using the EvaluSys® Business Wellness Diagnostic Series™.

Frank was extremely busy and was concerned the diagnostic process would take up a great deal of his valuable time.  Tom tailored the program to Frank's needs by spreading the diagnostic series out over a 5 week period, prioritizing the evaluation to focus on the most urgent issues first.  This ensured that Frank would need to allocate no more than 3 hours per week to the program.

The Diagnostic Series examined management practices in Executive Leadership, Business Planning, Financial Planning & Control, Human Resources, Management / Supervision, Exit Planning, Marketing, Sales, Product/Service Innovation and Business Process Quality.  Tom reached out to members of his local Business Wellness Advisor Network to invite them to participate as subject-matter experts as Frank and Tom reviewed evaluation results during weekly review meetings.  The Network advisors who sat in on the review meetings did an excellent job helping Frank understand the implications of the diagnostic results, the relative urgency of taking action and possible solutions to identified problems.  Frank liked what he heard from the Network advisors and asked for their help in implementing the needed solutions.

After the 5 week program was completed, Frank had gained renewed enthusiasm for his business.  He had a clear vision for what needed to be done and had the expert resources identified to make it happen.  He has great confidence in his ability to grow the business to over $50mm in revenue within 5 years and is excited to see that vision realized.

This amazing transformation began when Frank invested 15 minutes taking the Business Wellness Checkup! 

Learn more about the Business Wellness Checkup




]]>Sun, 24 Jun 2012 13:21:00 -0400<![CDATA[EvaluSys for CPA Firms]]>https://www.evalusys.com/blogs/post/evalusys-for-cpa-firms
Two key concerns common to CPA firms are client retention and having consistent and diverse revenue streams. For many, introducing business advisory services is a solution to both concerns. Yet many firms are slow to adopt these new services because they are uncomfortable transitioning to the "Trusted Business Advisor (TBA)" role with clients.

In a May 2012 article in the Journal of Accountancy (click to read), AICPA's Lindsey Ferguson lists many benefits of becoming a TBA, including improved relationships, client referrals, consistent revenue and more.  Lindsey also speaks to the challenges associated with transitioning to the TBA role.

At EvaluSys, we help CPA firms successfully transition to the TBA role by providing diagnostic tools to identify and describe critical management issues impacting client business performance. Our suite of fully hosted management diagnostics will expose a broad spectrum of advisory service needs ranging from Business Exit readiness to Product / Service Innovation. EvaluSys opens up a whole new channel for engaging and retaining business clients, driving advisory services growth while minimizing selling costs.

When used as an integrated part of your client engagement process, EvaluSys will help you:
  • Ask the right questions to reveal critical business issues impacting client profitability and goal achievement
  • Maintain a consistent and repeatable discovery process to ensure a outstanding client experience
  • Become a vital partner in your client's future success
  • Uncover important client needs you can satisfy directly or indirectly through your network of referral partner


The diagnostic tools offered by EvaluSys help CPA firms make the transition from tax and accounting service provider to trusted advisor easily by using the Business Wellness Checkup™ to identify general areas of improvement opportunity.
  • Simple set up - even simpler to use with clients
  • BWC serves as the conversation starter
  • Diagnostic results serve as a call-to-action for clients
  • Natural progression into deeper diagnostic examination as a billable advisory service.

If you would like more information about EvaluSys diagnostic tools and how they can help a CPA firm transition to a trusted advisor role, please visit EvaluSys.com.

]]>Sun, 24 Jun 2012 13:21:00 -0400<![CDATA[All the Great Ideas You Need?]]>https://www.evalusys.com/blogs/post/all-great-ideas-you-need
If you own a business, do you have all the great ideas you need? Before you answer, give me a minute to share one experience with you.

As a Management Consultant in early 2006, I met the owner of a successful small business. The business owner wishes to remain anonymous, so let’s just call him “Steve”. Steve had been in business for 15 years, had about $2 million in annual revenue, and was able to employ over a dozen people. He was justifiably proud of the company he had built from the ground up, and it was invigorating to hear him talk about his company.

Steve was not a young man, and routinely dreamed of the day when he could transition to a comfortable, financially secure retirement. While he knew where he wanted to be at retirement, like many business owners he was uncertain about how he would get there. This worried Steve greatly. His sales had reached a plateau years earlier and he was frustrated that he was unable to achieve the growth he had expected. Steve desperately needed some new ideas.

I worked with Steve to perform a “Business Assessment”, a broad review of Steve’s business situation and his management practices. The aim of the Assessment was to identify the new ideas Steve was looking for - a series of action items to explore and implement management best-practices to spur growth. It took several weeks to complete the Assessment, which itemized over 40 action items to improve the management of Steve’s company.

Steve chose three actions to immediately pursue. Just over two years later, Steve had successfully launched a new product line, reorganized his management structure and implemented a new online sales channel. Steve’s revenue was up over 200% and was projected to continue a steep climb in the coming years. The management changes he implemented opened up new options for Steve to exit the business when the day comes.

The Business Assessment service opened Steve’s eyes to a series of necessary management changes that contributed greatly to the long term success of the company. Steve needed some great ideas, and I was privileged to help him discover those great ideas. I felt driven to help countless other business owners discover the great ideas they need to help their business succeed.

Three years later, we launched the EvaluSys Business Evaluation™ process as an innovative online, self-administered series of management diagnostics. Business owners like Steve are now able to develop their own list of great ideas using this new tool. EvaluSys provides an even broader review of management practices drawn from the expertise of accomplished management experts from across the country, in a convenient online format.

Do you have all the great ideas you need to drive the success of your company?

If not,contact us and we'll be happy to provide you with referrals to EvaluSys Business Advisor members who could assist you with the Business Evaluation process.
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