01
Financial performance
Sector, size, and ownership, with permission to name it.
02
Operational excellence
Service delivery processes, employee utilization, and customersatisfaction.
03
Strategic positioning
Target markets, service offerings, and competitive competitive differentiation
04
Regulatory compliance and risk management
Compliance requirements and risk practices that protect client data and limit legal liability.
05
Organizational structure and leadership
Employee retention, succession planning, and culture, so the business runs without its current owner.