Business Review


A Business Review is an effective diagnostic tool which determines the current health of your business and sets the context for any consulting services.
Owners and managers of small companies typically become consumed in day-to-day management of the company so that a time for reflection on the overall business is overlooked. A Business Review provides this business perspective and is the most helpful initial step in diagnosing the current health of your business.

We view this two hour interview with the owner or manager of your company as a physical exam. We will ask questions to evaluate the strengths and weaknesses of your enterprise which will then be presented to you in a professional report of findings and recommendations for your company.

How Will This Enhance the Enterprise: 

  • Shows what is working and what needs to be addressed
  • Assesses the strengths and weaknesses of the organizations’s operating structure and administrative focus
  • Provides actionable recommendations
  • Contextualizes urgent issues
  • Gives you comfort 

External Review:


  • Mission Statement
  • 5 Year Business Plan
  • 5 Year Business Forecast

Products and Services

  • Trend Analysis
  • Product Mix Analysis


  • Review of Marketing Strategy
  • Marketing Spend


  • Acquisition/Retention Strategies
  • Value Drivers

Legal Compliance 

  • Registration Documentation
  • Risk Management Concepts

Internal Review:

Management & Organization

  • Organizational Chart
  • Use & Function of a Board


  • HR Practices
  • Development & Training


  • Trend Analysis
  • Key Ratio Analysis

Financial Systems

  • Cash Flow Management
  • Seperation 
  • Bookkeeping/Accounting Mechanics


  • Hardware Network
  • Software Applications

Over the last few years Cathedral has really provided sage advice as we’ve been growing our green building companies. They’ve got a team that really loves entrepreneurship and is equipped with different skill sets. If you need help with finances, they've got that covered. Marketing? They've got that too. They also have people who have helped raise money and sell businesses so they can help with that too.  I have really enjoyed working with Seth, Brian and the Cathedral team.

Charlie Cichetti

CEO of Green Building Holdings, LLC

Schedule a Discovery Call

Our team of experts is available to help your business build value in a variety of ways including: assessments, strategic planning, corporate financing, M&A support, market research, growth marketing and much more!