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Sample Solution Sage Report

As a registered consultant, when you conclude a Middle Market Business Assessment with your client you will receive the 18-page Solution Sage report. Click on the report cover below to see a complete sample report based on a typical, but fictitious, company.

 
 

The Solution Sage report presents a detailed descriptive and graphic view of the strategic and succession risks, and strengths, in your family firm client. The report concludes with specific recommendations for addressing the most serious issues and risks revealed in the assessment.

Analytical & Descriptive
Detailed descriptions are included for how your client was evaluated on each of the sixteen factors addressed in the Middle Market Business Assessment. For each of the sixteen factors, your client is ranked on a three-level scale: DEFICIENT, RISK or ABUNDANCE.

Graphical Chart
A comprehensive composite view is provided by the dramatic Solution Sage graphical chart that presents a color-coded version of the descriptive section of the report. Numerical scores are also included.

Recommendations
The report concludes with specific customized recommendations for addressing the most serious strategic and succession risks identified in the Solution Sage report. Suggestions are also included for how to employ the firm's greatest strengths to best advantage in planning for a successful succession.

Click here to view a complete SAMPLE report.

 
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