Providing a brief overview of the Business Health Test and how it helps you and your client  

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WHAT IS THE BUSINESS HEALTH TEST (BHT)

We use your financial statements to deliver more profit and cash and better returns for your business.

BHT VALUE PROPOSITION

short version

Your financial statements record every business transaction. These transactions are a result of a decisions made either conscious or unconsciously that are people or process driven.

We measure the impact of these decisions within your financial statements.

Converting opportunity into results with actionable accountability

This is the power of using your only business scorecard to identify

• Opportunity for improvement
• How to manage risk

Motivate future change

Identify the performance gap

Measure decisions

BHT VALUE PROPOSITION

long version

The Business Health Test uses your financial statements to measure the impact of decisions and strategy.

The process identifies the gap between how well you are doing and how well you can do. 

We use this gap between how well you are doing and how well you can do  to motivate future improvements with actionable accountability.

Client acquisition

Delivering a unique value proposition based on the way you engage the client driven by helping their business do better

Annuity revenue

The BHT is performed on a regular basis either monthly quarterly or annually depending on the client circumstances.

Client retention

Delivering ongoing focus on working on the business. Maintaining a close relationship with your important clients.

WHERE IS THE BHT USED

3P'S 

Value Proposition

Packaging your value

THE BHT SERVICE

Create meaningful connection with your customer

Pricing

Provided for you

We can provide the HTML code to add to your website

REACH =Database x Engagement

Database

Growth - My ability to grow my database

Size- Do I have enough potential customers

Engagement

Quality - How engaged are my prospects in the database

YOUR AUDIENCE

The portfolio of potential purchasers (your reach)

Growth x Size

Quality x Conversion

Secure your annuity cash flow

MULTIPLIED 

BY

EQUALS

YOUR GROWTH FORMULA

BHT SERVICE X AUDIENCE = GROWTH

Conversion - Are my prospects converting into customers

GROWTH

High billable rates

Lower write downs

Employee satisfaction with work exciting work variety

Service that can be uniquely communicated 

significant benefits

leverage work that you have already done

One scorecard

Your clients only have one business score card … their financial statements

Repeatable process

Creating value by leveraging assets

Compliance 

Convert a consulting service to behave very similarly as your compliance work.

Repeatable

The BHT has one learning curve all health tests follow the same process and format

High Bill rate  

There is no service that is more valuable than helping your client make more money and improve their cash

The fee resistance for this type of service is far lower.

WHY IS THE BHT SERVICE SO POWERFUL

THE BHT PROCESS

Following these steps will maximize your BHT opportunity

Set the BHT appointment via email notification  

Notify client

Conduct the BHT review

Review

Deliver the one click automated report and set the date for the next review

Report and set next date

As part of your compliance process load the financials into the BHT system

Start

Starting point

Enter or (import for excel) your income statement and balance sheet for at least 2 consecutive 12 months and the year to date results

Notify your client and set the BHT appointment

Email templates are provided to you

Conduct the BHT review

This is a face to face meeting conducted through web meetings or in person

Identify where money is been made and lost opportunity

Show the impact of integrating income statement management with balance sheet management

Use the scorecard to tell the current story and what the future will be like base on the desired strategy

Provide insight through the 5 chapter methodology

Stress test different scenarios and decisions to identify the impact on profit cash and returns

Deliver a one click automated report

Recommendations

• Customer profitability analysis
• Product costing
• Credit management
• Inventory management
• Business diagnostic
• Quarterly performance management system

Follow up with the next review date

Key issues to discuss at next meeting

More focused sales discipline delivering improved margins

Reduction in non value added work

Improved working capital

Contact

Us

www.scienceofbusinesswealth.com

(704) 904 0994

[email protected]

Mick Holly

Andre Gien