Business Assessment Services

A skilled, timely, and accurate assessment is critical to defining the best path forward. Our business assessment services provide both the company and its financial constituents meaningful and actionable insights on the company’s historical performance, as well as a road map of its future performance that accounts for risks and opportunities to its business plan. 

VG's assessments help our clients see around corners.

Our typical assessment engagements last three to four weeks, are priced on a fixed-fee basis, and use a time-boxed approach to identify the areas representing the most positive financial results.

A typical example of our assessment approach is below.

• Collect and Review Data
• Employee Interviews
• Data Review
• Facility Tours
• Strengths/Weaknesses
• Company Positioning
• KPI/Reporting Review
• Budget Performance
• Cash Flow Review

• Integrated Financial Modeling
• Working Capital Review
• Demand Generation
• Sales and Marketing
• Vendor Management
• Inventory (Turns, Dead, Active)
• Utilization
• Margins and Costing
• COGS/COS
• Performance Management
• Leadership Team Effectiveness
• Technology Leverage for Business Process Effectiveness
• Divisional or Geography Assessments
• Position Review/Cost Structure
• Benchmarking
• Capital Structure

• Review key strengths and weaknesses
• Identify and quantify key levers for financial and operational improvement
• Review prioritized go-forward plan
• Identify key contingencies