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MANAGEMENT CONSULTING FOR SMEs · BUSINESS REVIEW 360°

Business Review 360° — diagnosis, strategy and action plan

A structured business assessment designed to clarify your current position, identify priorities and define practical measures across management, sales, profitability and performance. Choose a service level that matches your business needs.

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An initial conversation is not a contractual commitment. Scope, fees and schedule are agreed before work begins.

When does a Business Review make sense?

Business Review 360° is intended for operating SMEs that want to understand performance barriers and choose realistic improvements. It may support decisions on growth, sales processes, cost structure, margins and management indicators.

Sales and customers

Sales are slowing, discounting is increasing or profitability varies significantly across customer segments.

Margins and cash flow

Revenue grows without a corresponding improvement in margins or cash generation.

Strategy and execution

Many initiatives are underway, but priorities, responsibilities and reliable performance measures are unclear.

Six assessment dimensions

1. Strategy and business model

Value proposition, positioning, objectives and strategic risks.

2. Marketing, sales and customers

Markets, acquisition, conversion, account base, retention and sales effectiveness.

3. Profitability

Revenue, expenses, margins, contribution and financial performance measures.

4. Cash flow and resources

Working capital requirements, liquidity and resource allocation.

5. Organisation and leadership

Processes, responsibilities, coordination and execution capability.

6. KPIs and performance

Dashboards, targets, reporting routines and management reviews.

The depth of each dimension depends on the agreed scope and the quality of the information supplied. This work is not a statutory financial audit or a substitute for legal or tax advice.

Three service packages, three objectives

Each package is delivered under an individual proposal. Detailed deliverables, timing and fees are confirmed before engagement.

PACKAGE 1 · ASSESSMENT

Essential Business Review

For businesses that need to identify improvement priorities and make informed short-term decisions.

  • Initial meeting and agreed document review
  • Assessment of priority business areas
  • Executive report on risks and opportunities
  • Proposed 90-day action plan
  • Core KPIs and findings presentation
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PACKAGE 2 · PLANNING

Business Review + Business Plan

For expansion, investment, new ventures or a substantial redesign of the business model.

  • Agreed Business Review components
  • Market and value proposition analysis
  • Sales and operating strategy
  • Financial forecasts with stated assumptions
  • Consolidated business plan for decision-making
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PACKAGE 3 · EXECUTION

Business Review + Follow-up

For companies seeking support to implement initiatives and regularly review progress.

  • Initial assessment and agreed action plan
  • Periodic progress meetings
  • Monitoring of selected KPIs
  • Review of actions and performance gaps
  • Recommendations based on implementation
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How the engagement works

  1. 01 · Initial conversationDiscuss the challenges, determine suitability and identify relevant information.
  2. 02 · Proposal and agreementAgree scope, schedule, fees, payment terms and access to information.
  3. 03 · Structured assessmentReview agreed evidence, hold interviews where appropriate and develop hypotheses.
  4. 04 · PrioritisationRank risks and opportunities by impact, urgency and feasibility.
  5. 05 · Action planningRecommend initiatives, responsibilities, dependencies, targets and KPIs.
  6. 06 · PresentationDiscuss conclusions and next steps, including optional follow-up.

Proposed deliverables

Business Review report

Executive summary, evidence-based findings, risks and prioritised opportunities.

90-day action plan

Proposed actions for days 1–30, 31–60 and 61–90, including owners and relevant KPIs.

KPI dashboard and financial model

Decision-support tools where included in the agreement and supported by available data.

Executive presentation

Discussion of conclusions, assumptions, limitations and recommended decisions.

The 90 days are an action-planning horizon, not a promise to complete every initiative within that period. A full Business Plan and ongoing support are not automatically part of the Essential package.

Scope and engagement terms

  • Initial conversation: no obligation to engage and no full diagnostic delivered for free.
  • Written proposal: specifies objectives, scope, deliverables, timeline, fees, applicable VAT and payment terms.
  • Company information: the analysis relies on materials provided; assumptions and material information gaps will be disclosed.
  • Confidentiality and data: handled proportionately, subject to the agreed terms and privacy policy.
  • Exclusions: implementation, day-to-day management, certified audit, legal/tax advice and guaranteed outcomes unless expressly and appropriately contracted.
  • Changes and cancellation: amendments, expenses and termination terms are set out in the proposal or agreement.

Frequently asked questions

Does the Essential package include a full Business Plan?

No. A complete Business Plan is part of the dedicated package, with the scope and financial projections agreed in writing.

Do the 90 days mean the project takes 90 days?

Not necessarily. They refer to the action-plan horizon. Delivery time and any follow-up period are defined in the proposal.

How is this different from the free 360° Business Assessment?

The free assessment is self-service. Business Review 360° is a contracted consulting engagement, with tailored analysis and defined deliverables. The SME Strategic Diagnostic explains the diagnostic stage in more detail.

Are fixed prices published?

Fees depend on scope, complexity, available data and the level of follow-up requested. A written proposal is provided before engagement.

Ready to clarify your business priorities?

Tell us about your main challenge. An initial conversation can help establish whether Business Review 360° is suitable and which package to explore.

Request an initial conversation →Start with the free assessment