It is important to take a holistic approach to evaluating and advising a business. The first step in that process is identifying the values and goals of the business owners and determining how well the business is embodying those values and meeting those goals. Second, we analyze the health of the business from a financial and human resource perspective, reviewing the relevant financial reports and employee satisfaction and productivity. From this evaluation, we create a strategic plan, based on actionable success metrics. With this plan we move forward over a defined period of time, fine tuning the business, so it better meets the goals and values of its owners.