Smart Technology

Compliance Dashboard®

Profiles and spells out the statutory risks faced by business & owner

Personal Dashboard®

Identifies owner’s key personal needs to derive from their business

Financial Dashboard®

Determines the extent and depth of client financial management and understanding

Business Dashboard®

Measures client gains and losses for: sales; profits; capacity; value and identifies the causes. See an example report here

Business Forecast

Models endless valuations over time and owner feasibility of achieving them

Business Plans

Generates measurable objectives and KPIs that will achieve client goals

Improvement Plans

Hundreds of practical solutions to select from  

Action Plans

Thousands of detailed action steps to implement together