Business Pulse
5 minutes or lessA quick check of your business's vital signs designed to identify areas that may deserve attention.
- Quick business health screening
- Immediate preliminary results
- Low time commitment
- Recommended next step
Services
Care that matches the condition
You don't need to know which service you need. Start with a quick check of your business health. What happens next depends on what we find—not on what we would prefer to sell.
- Check
- Review
- Investigate
- Treat
- Monitor
The condition determines the care.
Start here
Check your business health
Start with a self-guided screening to see where your business may need attention.
Business Health Check
5–7 minutesA broader self-guided screening across the key areas of your business for owners who want a clearer picture.
- Broader business health screening
- Key-area indicators
- Preliminary risk signals
- Immediate results
- Recommended next step
Understand what you're seeing
Business Health Review
Approximately 40 minutes · PaidTalk your results through with a trained BHC Reviewer who helps clarify what the findings may indicate, what deserves attention, and whether anything requires a closer look.
- Review of assessment results
- Structured owner conversation
- Business concerns and symptoms
- Clarification of priorities
- Recommended next step
When something needs a closer look
Business X-Ray
PaidScope-basedIf neededA deeper investigation of a specific area of your business when the Business Health Review identifies something that needs a closer look.
Rather than investigating everything, BHC focuses the diagnostic on the area indicated by the available evidence.
Common Business X-Rays
Operations X-Ray
Workflows, responsibilities, bottlenecks, handoffs, capacity, and execution.
Financial X-Ray
Financial patterns, margins, expenses, cash flow, and other relevant financial indicators.
Sales X-Ray
Sales process, pipeline, conversion, pricing, follow-up, and performance.
Marketing X-Ray
Lead generation, acquisition channels, marketing activity, spend, and performance.
Customer Experience X-Ray
Customer journey, service delivery, complaints, retention, communication, and handoffs.
Staffing & Organization X-Ray
Roles, responsibilities, workload, accountability, structure, and staffing patterns.
Owner Dependency X-Ray
Where the business relies excessively on the owner for decisions, knowledge, relationships, or daily execution.
Systems & Process X-Ray
Systems, tools, documentation, automation, processes, and information flow.
These are examples, not a fixed or exhaustive list.
Where should we look?
Your Business Health Review helps identify the area that deserves deeper investigation. BHC then defines the diagnostic scope, evidence needed, expected deliverables, and price before work begins.
- Business Health Review
- Area of concern identified
- Targeted Business X-Ray
- Evidence & findings
- Treatment recommendation
If the available information is already sufficient to recommend an appropriate next step, an X-Ray may not be necessary.
Scope levels
Business X-Rays vary in scope depending on what the evidence indicates.
Targeted Business X-Ray
Most commonOne defined problem, process, department, or business area.
Multi-Area Business X-Ray
Used when evidence indicates that a problem crosses multiple connected areas of the business.
Full Business X-Ray
A broader diagnostic used when the condition appears systemic or multiple major areas require investigation.
A broader diagnostic is not a better one. The goal is the smallest responsible diagnostic scope necessary to understand the problem.
How pricing works
Paid · Scope-basedPricing depends on the area being investigated, the evidence required, the complexity of the issue, and whether remote or on-site investigation is necessary.
Before diagnostic work begins, you'll receive a defined scope, expected deliverables, and price.
When action is needed
If neededTreatment Plan
When the findings support action, BHC organizes the recommended work into a clear plan with priorities, responsibilities, timing, and measures of success.
- Prioritized findings
- Recommended actions
- Assigned responsibilities
- Suggested sequencing
- Target timelines
- Measures of success
- Specialist or operator needs where applicable
Put the plan into action
If neededImplementation & Specialist Support
When execution support is needed, BHC can coordinate qualified operators, specialists, and professionals based on the work identified in the Treatment Plan.
- Fractional operations
- Process improvement
- Financial specialists
- Sales and marketing
- Business development
- Legal or professional referrals
- Capital and financing resources
- M&A resources
- Project-based specialists
- Documentation and systems development
The team follows the work—not the other way around.
Protect the progress
When appropriateBusiness Health Monitoring
Businesses that complete treatment or want continued visibility into their health can periodically reassess key indicators and watch for new risks or operational drift.
- Business health reassessment
- Score trend review
- Progress review
- Treatment-plan adjustment
- Key risk monitoring
- Follow-up reviews
- Periodic specialist involvement
Frequency depends on the business and its needs. There is no fixed schedule.
Not sure what your business needs?
You don't have to diagnose the problem yourself. Start with a quick Business Pulse and we'll help you determine what—if anything—deserves a closer look.
Already have results? Book a Business Health Review