One time
Assess
Know where the business stands, and exactly what to fix first.
- The EVA™ capability assessment, with an EPS assessor
- A readout session with you
- A 90-day roadmap, kept in your Plan
Priced by conversation
Talk to usThe managed partnership
A partner who keeps your business moving toward its goals.
EPS works alongside you and your team: an honest assessment of where the business stands, a plan with the measures that show progress, and a review on your cadence, prepared from your own records, so your time goes to the decisions only you can make.
What you will learn along the way
A partnership is coaching as much as delivery. Each session works on one of three things, and you leave with a clearer view of it.
About yourself as the owner
How you make decisions, where your time and attention go, and which work only you should be doing.
About the systems in your business
How work actually flows, where it stalls or depends on you, and which measures show it.
About the world your business operates in
Your customers, competitors, suppliers, regulation and the economy around you, and what they mean for your plan.
What EPS helps with
Ten lines of work, each on a domain of EVA™, EPS's Enterprise Value Architecture, and each delivered in the workspace you already use.
Assess and diagnose
An EVA™ assessment by an EPS assessor, a readout, and the few gaps ranked.
In the workspaceAssessment
EVA™ · Business, Value
Strategy and the annual plan
A one-year direction, its objectives, and 90-day priorities with an owner each.
In the workspacePlan
EVA™ · Strategic
Measures and performance
The handful of measures that matter, their targets, and a monthly look at them.
In the workspaceFigures and targets
EVA™ · Operational, Value
The monthly rhythm
A facilitated monthly review, and the briefing prepared for you to issue.
In the workspaceBriefing and Meetings
EVA™ · Delivery, Human
Initiative delivery
The few initiatives that matter, run with milestones and an owner each.
In the workspacePlan
EVA™ · Delivery
Operations and process
The processes that break when you are away, mapped, with roles and decision rights made clear.
In the workspaceDecisions, and outside the workspace
EVA™ · Organizational, Operational
Growth and proposals
Pipeline discipline, a capability statement, readiness for RFPs, and case studies from your own wins.
In the workspacePipeline, Opportunities, Statement and Proof
EVA™ · Business
Risk, obligations and governance
A risk register, a decision log, and a calendar of what is due.
In the workspaceRisks, Decisions and Obligations
EVA™ · Organizational
Financial clarity
Scenarios before big decisions, and a lender or investor packet. Advisory only: never bookkeeping, tax or attest work.
In the workspaceScenarios and Proof
EVA™ · Value
Data and AI readiness
Your figures flowing in from QuickBooks Online or VendMetric, and the Owner's Advisor used well.
In the workspaceImport and the Advisor
EVA™ · Intelligence
Start with a clear view of where you stand
The EVA™ capability assessment scores eight domains of how the business runs, from your own answers, and names the weakest link, so you know where to put your effort first.
- Your scores, read with an EPS assessor
- The weakest link named, not buried
- A 90-day roadmap from the readout
Then a plan you can see moving
Objectives, the initiatives that move them, an owner and dates for each. Status is worked out from progress against the dates, so you see what is slipping while there is still time to act.
- 90-day priorities, each with an owner
- Milestones that are the initiative's own steps
- Reviewed on the cadence you choose
Three ways to engage
Choose how often we work together. Each is priced by conversation, so it fits what the business needs.
Monthly
Partner
A monthly rhythm that keeps the plan moving, with a partner beside you.
- A monthly review with you
- The briefing prepared for you to issue
- The plan and measures kept with you
- A quarterly planning session
- An annual reassessment
Priced by conversation
Talk to usWeekly
Embedded
An operations partner working inside the business every week.
- A weekly working session with your leadership team
- Initiatives delivered with you
- The operating rhythm held week to week
Priced by conversation
Talk to usWhat you can count on
A rhythm you can rely on
The cadence and what each session produces are agreed up front, and progress is measured against the goals you set.
Advice from your own records
We work from the figures you entered or imported, and every one opens to its records, so you can see what each conversation rests on.
You stay in control
You choose who comes in and what they can do, you issue what goes out, and you can end our access at any time.
Clear about scope
Our financial work is advisory. Your accountant keeps the books and the taxes; we help you use the numbers to decide.
How a partnership starts
A 30-minute call
What the business is working toward, and how a partnership would help you get there.
The assessment
The EVA™ capability assessment, and a readout of where the business stands.
The plan and its measures
A plan for the year, priorities for the next 90 days, and the measures that show progress.
The rhythm
The review on the cadence you chose, prepared from your records, for you to decide and issue.
Find out what a partnership would do for your business
In 30 minutes: what you are working toward, which package fits, and what it would cost.