Articles

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. Thi...
June 24, 2012 01:21 PM - Comment(s)
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 "...
June 24, 2012 01:21 PM - Comment(s)
Have you ever taken your car in for service because the Check Engine light was on? I am sorry to say that I have had that experience too many times over recent years.

The first thing the Service Manager says is "we'll run a diagnostic on it...
November 12, 2010 06:46 PM - Comment(s)
Do you want to be the referral partner of choice for other consultants or business advisors in your market? My personal experience tells me that people look to establish mutually beneficial referral relationships, and will focus their efforts on passing referrals to people who they believe are best ...
November 12, 2010 06:46 PM - Comment(s)
Could your advisory firm benefit from utilizing EvaluSys with your client companies?

Here are some examples of how various advisory businesses benefit from EvaluSys:

Private Equity Firms

Potential clients are asked to complete the diagnostics as an initial benchmark of present management processes an...
December 04, 2009 06:33 PM - Comment(s)