Threat Investigations

We offer unique, proprietary solutions to uncover and resolve threats your organization might be facing:

1) Eliminating threats to ensure that sales or mergers are not sabotaged.

Owners contemplating a sale or merger need to know how key personnel feel about the organization and proposed changes in ownership. Lack of such knowledge can sabotage sales and merger transactions.

Solution: Confidential Key Personnel Surveys. Theses uncover critical threats to changes in ownership and place a spotlight on personnel issues that are compromising profitability and growth.

2) Isolating threats to your revenue growth.

Compromised revenue growth is an affliction threatening many closely-held enterprises. We provide several solutions:

Marketing Effectiveness X-Ray: This is a confidential and comprehensive diagnostic tool that uncovers weaknesses in the pricing, marketing and sales-closing process. A confidential report of findings, with suggested solutions is presented.

Confidential Surveys of Referral Sources: There is a high degree of possibility that your referral sources do not know how to position and make qualified referrals to you. Some may also be disappointed in the responses they received from clients referred to you. Our surveys uncover these problems, and strategies to correct deficiencies are offered.

Client Surveys: We offer several tactics designed to determine the level of satisfaction of your clients, while simultaneously introducing new products/services and requesting referrals from them.

3) Eliminating threats to profitability and growth.

Many factors can contribute to your business not realizing its potential. Two initiatives are available:

Organizational X-Ray: This is a highly effective diagnostic tool that is a state-of-the-art SWOT analysis (Strengths/Weaknesses/Opportunities/Threats). We evaluate your marketing, administrative, personnel policy, financial reporting, information flow, and a host of other key areas. Upon completion, we issue a confidential report summarizing our findings, and offering remedial strategies.

Confidential Owner and Staff Surveys: Our confidential system gathers candid, reliable opinions from selected personnel. Threats to profitability and reasons for excessive or key-person turnover are uncovered and defused.

Please contact us for further details.