Business Management Evaluations
Since 2009, EvaluSys has enlisted the knowledge and practical experience of dozens of business experts to develop evaluation content reflecting critical management issues encountered with their clients.
Use these evaluations to collect valuable insights driving business performance and enterprise value.
A holistic introductory examination touching on key elements of each evaluation within the Business Wellness Diagnostic Series™.
The Business Wellness Checkup will identify broad functional areas of management warranting a closer look, and is commonly used with new or prospective advisory clients as a means to "get acquainted".
Click the link below to experience the Wellness Checkup as if you were a prospective client being referred to take the evaluation by an EvaluSys Business Advisor member.
A holistic introductory examination touching on key elements of each evaluation within the Business Wellness Diagnostic Series™.
The Business Wellness Checkup will identify broad functional areas of management warranting a closer look, and is commonly used with new or prospective advisory clients as a means to "get acquainted".
Click the link below to experience the Wellness Checkup as if you were a prospective client being referred to take the evaluation by an EvaluSys Business Advisor member.
Examines a multitude of factors influencing a successful business ownership transition, including essential preparations for both the business owner(s) and the company operations.Designed in collaboration with a Founder of the Exit Planning Institute, an M&A Attorney, a Wealth Planner and an Investment Banker, this evaluation excels at assessing the exit readiness of a business.
Examines a multitude of factors influencing a successful business ownership transition, including essential preparations for both the business owner(s) and the company operations.
Designed in collaboration with a Founder of the Exit Planning Institute, an M&A Attorney, a Wealth Planner and an Investment Banker, this evaluation excels at assessing the exit readiness of a business.
Engagement Readiness Evaluation
This evaluation was designed by a practicing psychologist to help advisors and prospective clients identify individual characteristics that may impact their working relationship and contribute to the success of a project.
The evaluation is intended to help prospective clients:
Obtain a better sense of whether the advisor is a good fit for them;
Gain increased clarity about how they can best work with the advisor;
Avoid surprises by identifying which aspects of the project could potentially feel more challenging than others.
The evaluation is intended to help advisors:
Gain insight about how a project might prove particularly challenging for the client;
Have productive conversations with clients about how best to work together.
This evaluation was designed by a practicing psychologist to help advisors and prospective clients identify individual characteristics that may impact their working relationship and contribute to the success of a project.
The evaluation is intended to help prospective clients:
Obtain a better sense of whether the advisor is a good fit for them;
Gain increased clarity about how they can best work with the advisor;
Avoid surprises by identifying which aspects of the project could potentially feel more challenging than others.
The evaluation is intended to help advisors:
Gain insight about how a project might prove particularly challenging for the client;
Have productive conversations with clients about how best to work together.
The evaluation is intended to help prospective clients:
Obtain a better sense of whether the advisor is a good fit for them;
Gain increased clarity about how they can best work with the advisor;
Avoid surprises by identifying which aspects of the project could potentially feel more challenging than others.
The evaluation is intended to help advisors:
Gain insight about how a project might prove particularly challenging for the client;
Have productive conversations with clients about how best to work together.
Evaluation designed by
Dr. Larry Gard of
Hamilton-Chase Consulting
Content Contribution Program
EvaluSys evaluations are designed by industry/functional specialists with deep knowledge and experience in the particular subject matter.
These talented experts are engaged by EvaluSys as part of our Content Contribution Program.
Would you like to partner with us to design new, specialized evaluations?
