Business Snapshot Overview

The Maclean Partners Business Snapshot is designed for business owners to quickly self-assess various key attributes of their business. The Snapshot is NOT designed to replace full, structured Business Planning (and the results of a Snapshot review should not be assumed to identify every issue that may exist within a business).

Tips on Completing the Business Snapshot

1.Completing the Snapshot

 The Snapshot is designed to be: 

a. Part completed by a bookkeeper and then either completed by the business owner and bookkeeper together; or 

b. Completed by the owners of a business 

2. Reviewing the Snapshot

Multi owner businesses should formally discuss the completed Snapshot amongst themselves. Sole proprietors should be seriously consider the results and, ideally, discuss them with an outside party.

Once completed, the business owner should be able to identify areas on which to focus. 

3. Ensuring Business Improvements

As a result of this exercise, the owners should be able to identify a number of strategies that will result in improvement to their business. These improvements will typically be either 'performance improvements' or 'reduced risk / exposure.' In most cases they will be both of these.

The key to realising these business improvements is having a discipline around making sure these strategies are fully implemented. The best way of achieving this is by having an 'external person' help monitor progress with regards to this. 

Click here for Business Snapshot form

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