ASSESS
An outside perspective on what matters inside the business.
Our structured assessments help leadership teams understand how the business is operating today and establish a clear path toward stronger performance and greater enterprise value.
How we help.
Operating Model Assessment
Our Operating Model Assessment evaluates how the business wins work, delivers it, measures performance, and uses technology and data to support decision-making.
We assess the operating model from pipeline through performance.
Rather than evaluating individual functions in isolation, we follow how work moves through the business - from pipeline and forecasting through resource and capacity planning, project delivery, financial management, and executive oversight.
Along the way, we evaluate the systems, processes, data, and management practices that connect each stage, identifying opportunities to improve visibility, scalability, and performance.
Sell-Side Readiness Assessment
We analyze the business through the lens of a future buyer, assessing whether its operating model is built to scale, its performance is durable, and its underlying characteristics support a compelling, investable business.
We review the factors that drive enterprise value.
To get ahead of the issues that may surface during diligence or influence valuation, we evaluate the factors most likely to shape how a buyer views the quality, scalability, and durability of the business - from growth and commercial effectiveness to operational performance, management discipline, and innovation.
We translate those findings into a prioritized set of actions leadership can address well before a transaction, creating time to strengthen the business, reinforce the equity story, and enter the market from a position of greater confidence.
Don’t let a lack of operational control impact your business.
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On average, each billable employee carries $25–30k of untapped value every year due to gaps in utilization, project delivery, and resource planning. In a 100–200 person firm, that translates to millions in annual lost opportunity. By closing even part of this gap, firms can unlock significant margin improvement - the equivalent of adding 5–10% revenue growth without signing a single new client.
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Poor forecasts can lead to hiring decisions made too late or too early, and delayed projects - impacting client relationships and company financials. Forecasts that are based on gut feel and inconsistent data leads to an error rate of 10-15% in mid-sized services firms each year.
By connecting pipeline, delivery, and financial data, firms can move from reactive to predictive - improve staffing, client delivery, and the confidence to invest. -
Margin leakage is the silent profit killer for services firms. Delivery overruns, discounting, resource misalignment, and write-offs quietly erode 8–12% of topline revenue every year.
By tightening delivery, aligning pricing, and connecting pipeline to staffing, firms can reclaim this trapped value and turn it into growth.
Ready to scale smarter, perform with precision, and unlock growth?
Seeking a strategic partnership or have a specific project in mind? We’re here to listen and are eager to explore how we can collaborate with you and help you achieve your goals.