october, 2019

29oct10:00 am2:00 pm10 Point Business Check-Up


Event Details

This seminar will focus on 10 areas of your business that should be reviewed at least annually.

Now is a perfect time to step back and assess the critical areas of your business. When properly assessed, businesses will see improved efficiencies, customer satisfaction, reduce risks and increased profits. Assessment areas we will review include:

1. Strategic Planning – Setting/revising your short-term and long-term priorities consistent with
your business objectives

2. Finance and Accounting – Review financials and assess the strength and viability of the
business, preparation of the company’s annual budget and maximize cash flow

3. Operations – Reviewing the operations, work-flow technology, inventories and efficiencies of
your business to ensure productivity and profitability is maximized

4. Customer Service – Differentiating your product/services to promote customer retention
and loyalty, creating an amazing customer experience

5. Marketing – Reviewing your upcoming marketing plans/budget, social media and
web presence

6. Facilities – Assessing the physical attributes of your business, (office, vehicles) to ensure
maximum efficiency and positive perception of your business

7. Risk Management – Review key risks inherent in your business and create plans to monitor
and minimize those risks

8. Human Resources – Review personnel to ensure that they are aligned with their
responsibilities, review H.R. and develop staff policies

9. Tax Planning – Ensure that you are taking full advantage of the new tax law changes to
reduce your business (and personal) tax liabilities

10. Exit Strategies and Business Continuity – What is your exit strategy? Retire? Sell? At what
price? How will your exit affect your partners, or vice-versa?


(Tuesday) 10:00 am - 2:00 pm


Lower Gwynedd Office

714 N Bethlehem Pike, Suite 200 Lower Gwynedd, PA 19002


Institute for Business SuccessA Resource Division of Poppert & Company, LLC, CPA

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