Deep Dive & Discovery

A comprehensive onboarding and assessment period focused on understanding both the financial and operational health of the business. This includes learning how the organization functions day-to-day — from leadership communication to departmental workflow — to ensure future strategies align with company strengths.

Key Activities and Outcomes

Comprehensive review of financials, accounting systems, and team structure

Evaluation of operational processes, decision-making flow, and business culture

Identify key business drivers, KPIs, and improvement areas

Establish reporting cadence and communication protocols

Present findings and a prioritized roadmap for next steps.