Most owners don't need more ideas. They need clarity.
If your business feels busy but not predictable…
If you're working hard but unsure where the real issues are…
Or if you're thinking about growth, succession, or exit but don't know where to start…
A Business Assessment helps you step back, see the full picture, and make better decisions with confidence.
What is a Business Assessment?
A structured Client Needs Analysis
A Business Assessment is a structured Client Needs Analysis that gives you a clear, objective view of how your business is really operating across strategy, systems, financial health, and leadership.
An independent view
An experienced BSP advisor brings an outside perspective to identify issues and opportunities that are often hidden in the day-to-day running of the business.
Clear priorities
Rather than guessing where to focus, the assessment highlights what matters most right now so effort is directed where it will have the greatest impact.
A foundation for better decisions
The outcome is clarity: a shared understanding of where you are today, what needs attention, and which path forward makes sense.
This Client Needs Analysis often becomes the starting point into the STEP Programme whether that’s Step Up, Step Back, or Step Out.
Why get a business assessment?
Because progress starts with clarity, not assumptions.
A Business Assessment includes BSP’s Client Needs Analysis.
It gives you a clear, objective view of where your business truly stands, before time, money, or effort are committed in the wrong direction.
An independent view of your business
An experienced BSP advisor steps back with you to see what’s really happening beyond day-to-day pressures and familiar habits.Clarity on what actually matters
The assessment identifies the critical issues, risks, and opportunities, separating symptoms from root causes.Clear priorities, not guesswork
You gain focus on where attention and resources will create the biggest impact now and next.A practical foundation for action
Findings are structured into a clear summary that supports confident decisions and forms the basis for a focused plan forward.
For most owners, this is the moment where everything finally makes sense and where meaningful improvement begins.
Is a Business Assessment right for you?
A Business Assessment is suited to owners who want better outcomes, not guesswork.
Your business relies too heavily on you day-to-day
Margins are tight or unpredictable
You want to grow, but the foundations aren't clear
You're thinking about succession or exit, and want to do it properly
You're working long hours and want more control without risking performance
If you want meaningful improvement, this is where it starts.
What's included in your Business Assessment
✓ Review of strategy, systems, financial performance, and leadership
✓ Identification of risks, gaps, and improvement opportunities
✓ Clear prioritisation of focus areas
✓ Practical recommendations based on real-world experience
✓ A structured summary tailored to your business needs
What clarity looks like after a Business Assessment
A Business Assessment turns complexity into clear priorities so owners know where to focus first, and why.
This forms the foundation for stronger performance, better margins, and reduced owner dependency.
For many owners, this is the point where everything finally makes sense.
Running smoother and more profitability
"It was identified we needed a solid business plan to set our direction. Since this was implemented I have had more time with my family and the business is running smoothly and more profitably. We haven't looked back since.
My advice is just to do it! These guys know their stuff"
- Frank Pope, Pope Electrical (Est 1957)
Best decision we have ever made
"This has been one of the best decisions we have ever made in the nearly twenty-year history of our business. We now have a crystal-clear vision and solid business plan in place and the business has increased turnover significantly in the last financial year."
- Chris Morris, Powdercoating NZ
Ready to get clarity on your next step?
If you’re a business owner looking for clarity on where you are and what makes sense next, this is the right place to start.
Whether you’re considering a Business Assessment or simply want to talk through your situation, one of our advisors will help you determine the most appropriate next step.
Frequently Asked Questions:
How much of my time is needed?
Most assessments involve two to three sessions of around two hours each, plus some offline analysis by your advisor.
Your final report is typically delivered within 3–4 weeks of the initial consultation.
How much does it cost?
Pricing varies depending on the size and complexity of your business, including factors such as revenue, number of staff, and industry.
To get an estimate, speak with your local BSP advisor or call 0800 287 266.
What do I do with the report once it’s finished?
The report is yours to use. Some owners choose to work with their advisor to implement the recommendations, while others use it as a clear action plan to move forward independently.
Is it really worth it?
Our clients consistently tell us this is one of the most valuable decisions they’ve made for their business.
The clarity gained often becomes the turning point for stronger performance, better decisions, and long-term improvement.
