Business Needs Assessment – Business Acceleration Resource Team

Get Help from a Business Acceleration Resource Team Consultant

Browse the profiles below.

Fill out the form and submit it.

Your selected executive will reach out to set up a Zoom call to discuss your situation.

You will receive:

Expert guidance to address your challenge
Direction to partners to help you execute

After you meet, you’ll receive a link to a transcription of the meeting.

You’ll also receive an email suggesting a small donation to a local charity – Thank You!

Get Help from a Business Acceleration Resource Team Consultant

Browse the profiles below.

Fill out the form and submit it.

Your selected executive will reach out to set up a Zoom call to discuss your situation.

You will receive:

Expert guidance to address your challenge
Direction to partners to help you execute

After you meet, you’ll receive a link to a transcription of the meeting.

You’ll also receive an email suggesting a small donation to a local charity – Thank You!

B.A.R. Consultant Profiles

Finance

(opens in new tab)

Peter Geise(opens in new tab)

Cash Flow Management
Access to Capital
Repeatable Business Processes
Profitable Revenue Growth
Strategic Financial Models
Grow Transferable Value

About Peter(opens in new tab)

Sales

(opens in new tab)

Gary Bernstein(opens in new tab)

Sales Strategy
Revenue Growth
Sales Infrastructure
Sales Management
Sales Team Development

About Gary(opens in new tab)

Business Operations

(opens in new tab)

Andy Platt(opens in new tab)

EOS Implementation
Leadership Team Dev.
Vision Building
Business Traction
Team Health
Executive Coaching

About Andy(opens in new tab)

IT / Cyber

(opens in new tab)

Pat Golembiewski(opens in new tab)

CIO Direction / Oversight
CyberSecurity
Data Analytics
Tech Support / Help Desk
ERP / system integrator
OT / Operational Tech.

About Pat(opens in new tab)

Human Resources

(opens in new tab)

Chrissy Myers(opens in new tab)

HR Compliance
Employee Relations
Performance Management
Ownership Transitions
Hiring & Retention
HR Optimization

About Chrissy(opens in new tab)

Legal

(opens in new tab)

CJ Meager(opens in new tab)

Entity Formation/Restruct.
Corporate Governance
Asset Protection
Mergers & Acquisitions
Emerging Business Issues
Succession Planning

About CJ(opens in new tab)

Complementary Member Consultation

B.A.R. Group

Name *

Name

First Name

Last Name

Company *

Title

Email *

Phone *

Unsure of where you need help? Click "Take Assessment" to identify areas of help:

I know what I need Take Assessment

Marketing

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We have a growth strategy and a marketing strategy that supports it.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We consistently deliver against our growth goals.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our marketing delivers the leads or new customers we need for growth

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We effectively leverage digital marketing

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our brand is effectively differentiated from competitors

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We know who our high value customers are, how to reach them, and how to aqcuire them.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Financial Health

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I have strong internal financial reports/reporting

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My monthly financials closed on a timely basis

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My cash flow is well managed and never an issue and I use forward looking cash flow projections

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I fully understand my profit margins. Have meaningful weekly metrics and KPIs

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I accurately know the profitability of each customer and product line

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My business processes and systems are scalable and able to support my growth

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Organizational Alignment

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My organization has a shared Vision

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We are implementing our Vision with discipline and accountability

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

The health of our team is strong

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our organization is properly structured

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our internal meetings run effectively and efficiently

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We are getting good results, but it seems harder than it should be.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

HR and Payroll

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our HR model is supporting our business objectives

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We focus on our employer brand and have a broad experience to offer our employees

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our HR model is proactive, efficient and effective

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We have a company culture strategy to nurture our employees and keep them engaged

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Sales

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our annual sales objectives are developed, roadmapped, and have clear metrics.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

The sales process is documented and followed by all and all the time

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our Sales Team consistently hits assigned quotas

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Legal

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My business is properly organized and structured

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I have identified and prevented likely litigation and regulatory risk

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I have properly incorporated restrictive covenants to ensure retention of key employees

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I have contractually limited company liability while maximizing protections

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My business is attractive and ready for a potential merger or acquisition

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

IT Strategy & Execution

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

IT oversight – I know what I have compared to what I need and how to get there

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

IT cost – all hardware and licensed software is known, effectively used, and within its lifespan.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

IT security – offboarding & onboarding access process is effective, backups and patching is in place and working, and all staff are cyber aware, and cyber insurance is in place.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

IT capability – proactive operating model; skillsets are purposely broad and deep

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Functional Area / Executive

Marketing Topic Area

Finance Topic Area

Sales Topic Area

Business Operations Topic Area

IT / Cyber Topic Area

Human Resources Topic Area

Legal Topic Area

Summary of Your Issue, Challenge, or Question

If you are human, leave this field blank.

B.A.R. Consultant Profiles

Marketing

(opens in new tab)

Scott Wright(opens in new tab)

Brand Strategy
Marketing Strategy
Customer Targeting
Digital Marketing
Lead Generation
Product Launch

About Scott(opens in new tab)

Finance

(opens in new tab)

Peter Geise(opens in new tab)

Cash Flow Management
Access to Capital
Repeatable Business Processes
Profitable Revenue Growth
Strategic Financial Models
Grow Transferable Value

About Peter(opens in new tab)

Sales

(opens in new tab)

Complementary Member Consultation

B.A.R. Group

Name *

Name

First Name

Last Name

Company *

Title

Email *

Phone *

Unsure of where you need help? Click "Take Assessment" to identify areas of help:

I know what I need Take Assessment

Marketing

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We have a growth strategy and a marketing strategy that supports it.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We consistently deliver against our growth goals.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our marketing delivers the leads or new customers we need for growth

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We effectively leverage digital marketing

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our brand is effectively differentiated from competitors

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We know who our high value customers are, how to reach them, and how to aqcuire them.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Financial Health

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I have strong internal financial reports/reporting

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My monthly financials closed on a timely basis

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My cash flow is well managed and never an issue and I use forward looking cash flow projections

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I fully understand my profit margins. Have meaningful weekly metrics and KPIs

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I accurately know the profitability of each customer and product line

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My business processes and systems are scalable and able to support my growth

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Organizational Alignment

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My organization has a shared Vision

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We are implementing our Vision with discipline and accountability

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

The health of our team is strong

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our organization is properly structured

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our internal meetings run effectively and efficiently

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We are getting good results, but it seems harder than it should be.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

HR and Payroll

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our HR model is supporting our business objectives

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We focus on our employer brand and have a broad experience to offer our employees

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our HR model is proactive, efficient and effective

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

We have a company culture strategy to nurture our employees and keep them engaged

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Sales

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our annual sales objectives are developed, roadmapped, and have clear metrics.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

The sales process is documented and followed by all and all the time

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Our Sales Team consistently hits assigned quotas

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Legal

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My business is properly organized and structured

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I have identified and prevented likely litigation and regulatory risk

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I have properly incorporated restrictive covenants to ensure retention of key employees

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

I have contractually limited company liability while maximizing protections

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

My business is attractive and ready for a potential merger or acquisition

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

IT Strategy & Execution

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

IT oversight – I know what I have compared to what I need and how to get there

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

IT cost – all hardware and licensed software is known, effectively used, and within its lifespan.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

IT security – offboarding & onboarding access process is effective, backups and patching is in place and working, and all staff are cyber aware, and cyber insurance is in place.

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

IT capability – proactive operating model; skillsets are purposely broad and deep

Not a Problem

Not Quite a Problem

Neutral

Minor Problem

Major Problem

N/A

Functional Area / Executive

Marketing Topic Area

Finance Topic Area

Sales Topic Area

Business Operations Topic Area

IT / Cyber Topic Area

Human Resources Topic Area

Legal Topic Area

Summary of Your Issue, Challenge, or Question

If you are human, leave this field blank.