Do you know exactly which elements of your business are best in class and which are below average? Do you know how you stand vs your competitors or have a strategic growth plan?

Business DIAGNOSIS of your operations, financials, competitive status, etc. is not something that small businesses do. Why? Because they can’t afford McKinsey to do a $100,000 business analysis or Gartner to conduct a $50,000 market research project. Benchmarking your operations and financials to your industry and analyzing your current market positioning, with a 3/6/9/12 month plan of action, IS possible using a AI-enabled business assessment. Richard uses such a tool to help small business owners learn what they need to know and identify a clear plan of action. And then — execute on that plan.

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Do you know how much your business is actually worth? Is it even saleable? Forbes estimates that 70-80% of businesses listed for sale never sell.

Business VALUE Benchmarking and Enhancement is a topic frequently overlooked by small business owners. Understanding the current value of your business and the weaknesses you need to fix to make buyers willing to buy are the first steps forward toward making your business “ready for sale” on your timetable and terms! Don’t risk being unprepared, requiring the acceptance of a low-ball offer… or simply closing your doors. Richard will help you identify weaknesses, improve results, make your business more saleable in the open market, and significantly increase your sale payout .. whether you have a targeted sale date or not.

Are your sales people (or you, if you have none) producing too little revenue? The US Chamber of Commerce says business owners cite revenue as their number one concern.

Sales Management is often an area of concern for business owners who lack experience in sales and business development. They find sales people difficult to find, select, hire, manage, and compensate in ways that motivate profitable performance. Loss of market share, reduced profits, decreasing revenues, etc. are symptoms that something is missing. Richard will help you navigate the confusing world of sales (he was a sales manager for 10+ years) by providing strategic inputs that help grow revenue and improve your sales team’s performance.

Do you have a clear understanding of your financial results and financial metrics? A QuickBooks survey found 50% of business owners have a lack of fiscal literacy.

Financial Management is often an area of concern for business owners who lack a finance background and have no CFO or experienced financial manager on their team. Income can be lost or delayed without proper oversight and cash can become an issue. Richard will help you improve your critical decision making (hiring, capital investments, etc.) via better budgeting, forecasting, A/R and A/P processing, inventory management, etc. Monitoring of a wide range of financial trends in the business can help you focus on what is most important.

Are you avoiding marketing expenditures or wasting what you are spending? It is estimated 72% of businesses say they struggle to track the ROI of their marketing spend.

Marketing Management is often an area of concern for business owners who lack marketing experience. It is common for owners to have spent tens of thousands of dollars on marketing services with little or nothing to show for it. Choosing the right marketing strategies and vendors/partners can be difficult and frustrating. In addition, competitor information such as pricing, market share, etc. is many times not readily available to business owners. Richard will help you improve in the areas of competitive information, lead generation, ROI , etc.

Are you failing to reduce operational costs and increase customer satisfaction? It is estimated 33% of small business owners in 2025 are interested in leveraging AI to cut expenses.

Operations Management is often an area of concern for business owners who lack an operations background or whose background is in another industry. Increased costs and reduced efficiencies can result from a lack of process standardization and automation. Richard will help you address these deficiencies through better more and better targeted KPI reporting, analysis, and corrective action. Monitoring the right KPIs and the right number of KPIs will lead to corrective action where identified and needed.