EvaluSys - Articles #business advisorEvaluSys - Articles #business advisorhttps://www.evalusys.com/blogs/tag/business-advisorThu, 26 Mar 2026 07:50:34 -0700http://zoho.com/sites/<![CDATA[EvaluSys Completes Reporting Platform Upgrades]]>https://www.evalusys.com/blogs/post/2026-Reporting-UpgradesOn January 31, 2026, EvaluSys rolled out its new reporting infrastructure designed to make EvaluSys reports faster, more visually appealing, and easier to customize.]]>

On January 31, 2026, EvaluSys rolled out its new reporting infrastructure designed to make EvaluSys reports faster, more visually appealing, and easier to customize.  In addition, EvaluSys Release 7.5 extended the option for Advisors to add their own remarks to reports, setting the stage for future use of A.I. capabilities to further personalize reports reflecting the unique situations client businesses are facing.

EvaluSys Business Wellness Checkup

Improved Report Visuals

High‑quality reports are one of the most powerful tools an advisor can use to elevate the client experience. Clear, well‑structured reporting helps clients understand their progress, the rationale behind recommendations, and the overall impact of their financial or strategic decisions. When information is presented in a visually engaging, intuitive format, clients feel more confident and less overwhelmed—especially when dealing with complex data. This clarity not only improves comprehension but also strengthens trust, as clients can easily see how an advisor's guidance is moving them toward their goals.


Beyond improving understanding, polished and professional reports contribute significantly to overall client satisfaction. Clients perceive high‑quality reporting as a reflection of the advisor’s attention to detail, competence, and commitment to transparency. Better reports also support more productive meetings, enabling advisors to spend less time explaining foundational information and more time engaging in meaningful planning conversations. Ultimately, consistently delivering top‑tier reports helps advisors differentiate themselves, enhance communication, and deepen long‑term client relationships.

New Advisor Remarks

Greater Personalization

Personalizing advisory client deliverables is a powerful way to show clients that their needs, priorities, and circumstances are truly understood. When reports, assessments, and plans are tailored to an individual rather than relying on generic templates, the information feels more relevant and meaningful. Clients are far more likely to engage with content that reflects their specific goals and speaks directly to their situation. This personalization makes complex concepts easier to relate to, helping clients grasp not just what an advisor recommends, but why those recommendations matter to them personally.


Customized deliverables also elevate the overall client experience by demonstrating a higher level of care and professionalism. When clients see that materials have been thoughtfully crafted just for them, it reinforces the value of the relationship and builds deeper trust. Tailored content encourages richer conversations, allowing advisors and clients to focus on forward‑looking insights rather than clarifying one‑size‑fits‑all information. Ultimately, delivering personalized materials helps advisors stand out, enhances client satisfaction, and strengthens long‑term loyalty—key ingredients for a thriving advisory practice.


Release 7.5 offers more options to add custom remarks to evaluation reports.  In addition, the new reporting infrastructure allows advisors to export report content to Microsoft Word (DOCX), offering unlimited editing capabilities for complete personalization and styling options.

Learn About EvaluSys Membership Options
]]>Mon, 02 Feb 2026 10:00:00 -0500<![CDATA[EvaluSys Sponsors XPX Next 2025 and Moderates Discussion about "Advancing the Conversation"]]>https://www.evalusys.com/blogs/post/XPX-Next-2025Tom Bixby, EvaluSys CEO, will be moderating a discussion titled "Advancing the Conversation: Engaging the Owner in the Exit Topic Before It Becomes Urgent" at XPX Next 2025.]]>
Statistics show business owners are slowly becoming aware of the need to prepare well in advance for an eventual ownership transition, but those numbers still reflect too many owners prepare too little, too late.  Tom Bixby, EvaluSys CEO, will be moderating a discussion titled "Advancing the Conversation: Engaging the Owner in the Exit Topic Before It Becomes Urgent".  This program brings together a diverse group of business professionals and XPX leaders to illuminate the problem from many perspectives.

This discussion is part of XPX Next 2025, the 2nd annual virtual conference organized by the Exit Planning Exchange.  EvaluSys has been a proud sponsor of XPX Next programs every year and is a featured part of the XPX Advisor Resource Center. 

Tom Bixby is a co-Founder of XPX Charlotte, a non-profit chapter of the Exit Planning Exchange.  Tom has also been a driving force nationally toward encouraging XPX chapters to become proactive in their outreach to business owners to educate them about timely and comprehensive business exit planning.  

This discussion at XPX Next 2025 serves as a kick-off to engage XPX chapters to collaborate around best practices for business owner outreach and leveraging XPX members to help owners plan and prepare for a successful business exit.

XPX Next 2025 is open to XPX members and non-members, and will be held on Tuesday, July 15th, 2025 beginning at 1pm EDT.  Use the button below to register to attend this program.  Use our sponsor code: "nextspnsr2025" to receive a special discount.

Register Now
]]>Tue, 24 Jun 2025 11:51:20 -0400<![CDATA[EvaluSys Event -- Pre-Engagement Due Diligence: 8 Factors That Undermine Engagement Success]]>https://www.evalusys.com/blogs/post/Event-July-8-2025This EvaluSys Webinar features Dr. Larry Gard, Ph.D. Psychology, and designer of the EvaluSys Engagement Readiness Assessment™, a powerful pre-engagement due diligence tool examining eight key factors that influence client behavior.]]>
Many advisory client relationships face severe headwinds due to factors such as the client's previous experience with advisors, attitude toward change, and openness to new ideas.  By understanding these factors up front, advisors can tailor their approach to better align with their clients' needs, ensuring more productive and successful engagements.

This EvaluSys event, "Pre-Engagement Due Diligence:  8 Factors That Undermine Engagement Success", features Dr. Larry Gard, Ph.D. Psychology, and designer of the EvaluSys Engagement Readiness Assessment™, a powerful pre-engagement due diligence tool examining eight key factors that influence client behavior. 

A recording of this event is available on the EvaluSys YouTube Channel (click to visit). 

What you will learn:
  • How to identify key factors influencing client behavior.
  • Techniques to manage client expectations and harness client qualities.
  • Strategies to improve advisory relationships and client success.

Watch the discussion between EvaluSys CEO Tom Bixby and Dr. Larry Gard to learn how this unique tool can transform your advisory practice and lead to more effective and rewarding client relationships.

]]>Fri, 06 Jun 2025 15:34:00 -0400<![CDATA[Release 7.3 Introduces Evaluation Scoring for BWDS]]>https://www.evalusys.com/blogs/post/Evaluation-ScoringEvaluSys Release 7.3 features evaluation scoring for Business Wellness Diagnostic Series.]]>

On April 25, 2025, EvaluSys launched Release 7.3 including a feature upgrade to make evaluation scoring available to all Business Wellness Diagnostic Series™ (BWDS) evaluations.


Each BWDS evaluation is designed to identify gaps in management process within a specific business function.  These evaluations will commonly ask questions to determine general relevance for the company being assessed.  For example, certain processes may pertain only to a specific industry or companies with a minimum number of employees.  If the process is determined to be relevant to the company and that process is not found to be deficient, that will improve the evaluation score for that company.


Evaluation Score Example

Business Advisor Members will now see evaluation scores displayed on the Evaluation Status Recap on each Client Profile page and on the Recommended Actions page for each evaluation.  Evaluation scores will also be included on evaluation reports.  Please note that evaluation scores will only be shared with clients under the following circumstances:

  • The client's Evaluation Settings allow the client access to evaluation results; and,
  • The client's Evaluation Settings do not allow access to evaluation results via Goal Impact Analysis™.

Of course, since evaluation reports now include scores, clients will know their scores if you share those reports with them.

If you have any questions about EvaluSys or about evaluation scoring, please contact us.
]]>Mon, 28 Apr 2025 15:34:39 -0400<![CDATA[Expanding the EvaluSys EOS® Pilot Program]]>https://www.evalusys.com/blogs/post/Expanding_EOS_PilotEvaluSys is expanding our EOS® Pilot Program, offering EOS Implementers and Integrators limited free access to EvaluSys.]]>

Outstanding early results has led EvaluSys to expand our EOS® Pilot Program, offering EOS Implementers and Integrators free access to use the EvaluSys Business Wellness Diagnostic Series and our Goal Impact Analysis solution with one (1) EOS client company.

There's magic when data pairs with intuition! In a recent session with a client, we combined hard facts with insight to find new issues for our Issues List. Using EvaluSys LLC, we systematically identified and prioritized the Issues impacting their Quarterly Rocks the most. Excited to employ this approach next session for setting our new Rocks. A big shout-out to Tom Bixby for sharing this potent tool, an asset for leadership teams seeking to shine light into their blind spots.

For a limited time, EOS professionals can seek admittance to the EOS Pilot.  Click the button below to learn more.
Learn More and Apply for the EOS Pilot Program

EOS and Entrepreneurial Operating System are registered trademarks of EOS Worldwide.

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