The Operations Diagnostic
The fixed-fee starting point: we score how your operations actually run, rank the gaps by what they cost you, and hand you a plan you can execute with anyone, including without us.
A structured owner interview, a walk-through with your team, and a look at the documents: financials, contracts, org structure, whatever process notes exist. We verify what we see, we don't just hand you a survey.
Your business scored 0 to 100 across ten dimensions of how it runs: owner dependence, process documentation, the numbers and KPIs, management depth, systems, customer operations, controls, people and roles, capacity, and how ready you are to hand work off.
Each gap gets an honest estimate of what it costs you, in margin and in owner-hours, plus the fix, the effort it takes, and the order to do them in. Yours to keep and act on with anyone.
Ninety minutes with you (and your accountant if you want them there). You leave knowing exactly where you stand and what to fix first, whether we do it or you do.
Most owners use the diagnostic to decide what to tackle first: a training program for the team, a fractional retainer to install the systems, or both. There is no obligation to do either with us.
No. The free Operations Health Check is a ten-minute self-assessment that gives you a directional signal. The diagnostic is evidence-based: we verify against your real documents and operations, which is what makes the plan something you can act on.
You. Everything is covered by our engagement letter's confidentiality terms, we work from the minimum documentation needed, and working files are deleted after delivery.
Then you learned it for a fixed fee, with a plan in hand, instead of the hard way. A low score you can see and sequence is a much stronger position than a problem you can't name.
Yes, a growing share come exactly that way. We deliver the findings jointly with the referring professional and stay in our lane: operations, not tax, valuation or deal-making.
Yes. The diagnostic runs in person across Winnipeg and Manitoba, and remotely for owners in Quebec and New Brunswick, in English or French. The review is document-based, so distance doesn't dilute it.
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Call +1 (204) 399-3054