Business Check Up

The purpose of the Business Check Up is to conduct a structured and specialised examination/depiction of the internal environment of the enterprise, particularly in regard to the operation of its individual departments, to reach conclusions regarding its weaknesses, problems and hindrances that affect its growth and profitability.

Associates specialising in various business fields (administration, commercial management, financial management, marketing) conduct exhaustive studies of the departments of the enterprise and work with each other in order to provide a vertically integrated solution for the enterprise, taking account of the operations and processes of all its individual departments. 


Sales Check Up

  • The administrative processes in place are recorded in order to identify any weaknesses that require improvement

  • Participation in intra-company meetings of the sales department and Market tours in order to record - in real time and from the perspective of salespersons - the manner and efficacy of communication, cooperation and sales, to assess the policies implemented by the company and to check the sales model.  

  • Check of the strategic approach to new customers and the processes followed at every stage (approach, treatment of Incoming Leads, asynchronous sales processes, etc.).

  • Assessment of knowledge of the competition by the current sales staff.

  • Check of the organisation chart in place in order to avoid overlapping work positions, competencies and areas of responsibility.

  • Assessment of the model in place in relation to the profitability per product/salesperson, in order to achieve actual reflection of profit margins.

Financial Check Up 

  • Financial analysis of accounting statements using indices (efficiency, liquidity, capital structure, Z score, etc.) in order to identify any weaknesses that require improvement.

  • Structural analysis of revenue, cost and operating expenses, depicting them in a manner that reveals which revenues and costs have a substantial effect on the financial performance of the enterprise. 

  • Analysis of working capital management, in order to assess the policies adopted by the enterprise (customer credit, stocks policy, etc.) regarding the manner / extent of capital commitment for the working capital.

  • Furthermore, the financial figures that have a substantial effect on the break-even point are recorded.

  • Analysis of the break-even point & operating leverage in order to calculate the minimum volume of sales required in order for the enterprise to avoid losses.

  • Assessment of the administration & reporting information system regarding the extent it reflects the actual, overall image of the enterprise.

  • Assessment of processes for auditing financial acts & transactions, in order to secure the enterprise against risks deriving from the above.

Marketing Check Up 

  • Examination of the Marketing Strategy, in order to ascertain whether there is a clear, well-defined strategy - and what it entails - for the development of the enterprise’s marketing actions, as well as whether the strategy is adapted to demand trends. 

  • Recording of the Marketing actions implemented (e.g. corporate identity, online presence, printed material, B2B and B2C actions, above & below, etc.), assessment of their complementarity and efficiency (using tools such as interviews / questionnaires, Mystery clients, etc.).

  • Analysis of Internal Marketing, in order to ascertain if and to what extent the company's staff know the company’s strategy, purpose, goals, etc. and agree with them. 

  • Market and competition survey, in order to highlight demand trends, the opportunities and threats presented by the sector, its status, the enterprise’s position in the sector, main competitors, their marketing strategy, etc.  

The Business Check Up results in a report submitted to the management of the enterprise, containing balanced interventions that will lead to improved operation, balanced and sustainable growth, and increased financial figures.