EvaluSys - Articles #business evaluationEvaluSys - Articles #business evaluationhttps://www.evalusys.com/blogs/tag/business-evaluationFri, 27 Mar 2026 19:02:12 -0700http://zoho.com/sites/<![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[Global Currencies for EvaluSys VGA]]>https://www.evalusys.com/blogs/post/VGA_GlobalAnnouncing that EvaluSys Value Growth Architecture™ now supports global currencies! Regardless of the markets you serve, if you help companies plan for enterprise value growth, EvaluSys VGA should be a central part of your toolkit!]]>

EvaluSys 7.0 Features VGA Globalized Currencies

With Release 7.0 of EvaluSys, Value Growth Architecture™ now supports globalized currencies.  Business Advisors / Consultants who help middle-market companies plan for long-term growth of transferrable value may now utilize EvaluSys VGA regardless of the currency used by their clients.


Value Growth Architecture helps companies establish a disciplined value growth program featuring tools to discover value growth ideas, collaborate with client leadership and outside business experts, develop financial projections of earnings, cash and value ROI, and prioritize investments in growth initiatives. 





Click the button below to learn more about Value Growth Architecture today!

Learn More
]]>Wed, 19 Apr 2023 09:41:18 -0400<![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[Swing The Hammer!]]>https://www.evalusys.com/blogs/post/swing-the-hammer
If you want to drive a nail, you have to swing the hammer!

A hammer is a useful tool to drive nails, but it can't do it on its own.  You have to take action.  Pick up the hammer.  Yes, you do have to take aim at your targeted nail head, but aiming alone won't get it done.  You have to swing that hammer!

At EvaluSys, we're thankful to have developed a strong community of Business Advisor members since we launched back in July 2009.  They became EvaluSys members because they understood the necessity of identifying a client's core management issues before prescribing a course of action.  The EvaluSys Business Evaluation™ has proven to be an effective tool to quickly and reliably diagnose a broad range of management issues, saving time and money for both clients and advisors.

Following the hammer analogy, Advisor members must act to use EvaluSys management diagnostics with their clients before that tool can help them be more effective in improving business results, for both their clients and for their own advisory practice.  Registering as a Business Advisor Member is like picking up the hammer.  It's a great start!  If you are a business advisor of any flavor and you haven't registered at EvaluSys.com, you should begin there.

The next step would be to take aim. For EvaluSys, that could mean examining your current client list looking for any where you suspect they haven't reached their full potential. Advisor members have begun to employ the Business Wellness Checkup™ as a way to take aim at the management areas of general concern, and to identify clients who could benefit most from further diagnostic assessment.
 
Then it is time to swing the hammer and use the Business Evaluation process to identify business improvement opportunities for review with your clients.  Diagnostic results will provide you with a list of suggested actions, supported by valuable insights on how the issue may be impacting the client business and potential benefits of taking action.

If you are a business advisor who is looking for ways to inject new life into your advisory practice or your client's business, take action!  Swing the hammer!  Use the EvaluSys Business Evaluation™, providing valuable insight that is making a profound difference for companies across the United States and beyond. 
]]>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.

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