The Seven Facets™
In order to effectively evaluate our clients, we have established a standardized methodology for organizing client information and data. This provides consistency in comparing the business reality to the Vision, Values and Goals. It also establishes the framework for ensuring that our clients receive the best solution for their specific circumstances.
We first concentrate on the Seven Facets™ of a business, as represented in the diagram to the right. In each facet we define opportunities for the client to improve their well being:
Business Ownership- Asset Protection
- Solidifying Control
- Assuring Tax-Advantaged Conversion of Paper Profits
- Substantial Income Tax Reduction
Core Operations- Assuring Operational Quality and Productivity
- Systemization
- Business Continuation
Staff Functions- Attracting and Retaining Quality Personnel
- Risk Reduction
- Compliance
Managerial Process- Enhancing Quality of Management
- Improved Work Environment
Marketing & Sales- Defining and Communicating Quality of Values, Company and Product
- Delivering What You Promise
Finance- Managing the Value of the Business
- Optimizing Cash Flow, Equity, ROI
Information Systems- Assuring Current and Cost-Effective Systems Information
- Optimizing Controls
Within each facet we further organize all the information by subcategories we refer to as The 4 Common Elements:
These Common Elements allow us to customize the application of our organizational framework to the specific circumstances of each client and their business.
The infinitely complex transformed into a workable and understandable model
