Free Confidential Benchmark Assessment
Business Performance Assessment
Our complimentary Business Performance Assessment aligns with our core values, offering valuable insights to business owners while maintaining confidentiality and client-centered focus. Here’s what you can expect:
It’s Complimentary
It’s Confidential
Minimal Time Commitment: The assessment requires only about one hour of the owner's time.
Industry Benchmark Report: Receive a detailed report comparing your company’s performance with hundreds of similar businesses in your industry (based on SIC/NAICS codes and sales volume).
Written Key Findings: A comprehensive report outlining the most critical insights discovered during the analysis.
KPIs and Graphs: You’ll see the same Key Performance Indicators (KPIs) and financial data that banks use when evaluating companies for loans.
In-Depth Insights: In just 7-8 days, you’ll gain a deeper understanding of your business’s strengths and areas for improvement.
Competitive Edge: Access to professional information that may help you gain an edge over your competitors.
At American Dream Legacy Advisors, we believe in empowering business owners with knowledge and insights that help secure a sustainable, prosperous future for their companies. Our client-centered approach ensures that every step we take is aligned with your vision, your needs, and the legacy you want to build.
Frequently Asked Questions
Do you complete the assessment online or in person?
We will accommodate your preference by performing this analysis either in person at your location or by video conference.
What do you need from the business owner?
Permission to perform The Gap Diagnostic Analysis™.
An appointment to deliver the key findings in about 7-8 calendar days.
Disclosure of people the owner wants to be in the second meeting.
An introduction to the key person in the accounting department.
Who is involved in the Business Performance Assessment?
About an hour with the business owner and 2-4 hours with the key person in the company’s accounting department.
Will you sign a Non-Disclosure Agreement?
Yes. If requested, I will provide the owner with an NDA.
How do you perform the Business Performance Assessment?
Interview the company’s key person in the accounting department.
Look at the company’s financial information and computer systems.
Benchmark the company’s financial information against industry averages.
Create a confidential report of the key findings.
