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Business Diagnostic Form

EWH University logo - Business Diagnostic Form




{Name (First):96.3} {Name (Last):96.6}

{Company Name:93}

Business Info, Growth Plan and SWOT

Name
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Notes

Additional Highlights:
Financial Benchmarks
Positive Trends and Relationships
Potential Cash Flow Enhancements
Potential Tax Saving Strategies & Audit Trail
Cash Flow, Financial & Managerial Accounting Reporting
Team & Organizational Chart
Systems & Leverage: Document and Systemize Best Practices
Rituals: Annually and Quarterly: For the Owner, Leadership Team and Team.
Hidden

Financial Benchmarks

Hidden

Positive Financial Trends & Relationships

Hidden

Potential Cash Flow Enhancements

Hidden

Potential Tax Saving Strategies & Audit Trail

Hidden

Cash Flow, Financial & Managerial Accounting Reporting

Hidden

Organizational Chart

Hidden

Strategic Plan: WORKING ON IT, NOT IN IT!

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P.O. Box 406
Brookfield, WI 53008
(414) 269-8705

Waukesha/Brookfield Campus
20670 Watertown Rd, Waukesha, WI 53186
262-796-1040

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Optional & Very Valuable Information for Additional Context

These fields are completely optional but will help us better respond to your Inquiry. If this is your first time contacting us this will make the time we connect even better!
Areas We Do Great
Areas We Have Challenges
In a couple sentences share where you are, where you want to be, and how you would define success 30-90 days or 1-3 years from now, if that seems more relevant to you. Feel free to answer for each time frame!
What is one thing that will support your success most during your response above? What is one challenge or obstacle that could get in the way?
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