Over the years, our firm has offered an initial business evaluation to all potential clients. We’ve always believed that it is important for our firm to completely understand the clients’ issues prior to engaging the business on an ongoing basis. The initial evaluation has always been able to open the eyes of the client, giving them an understanding of the significant issues of their company, and allowing them to see a practical path to a solution. Sometimes the issues are so apparent to both the client and to our firm that it takes a matter of hours to establish an accountable process of correction. For most of our clients, they take away a keen sense that we understand them and the business operations after our initial meeting,
The practical outcome of this process is that the company is prepared to correct the underlying issues. Everyone now knows what needs to be done, how to do it, what the positive impact will be on sales, profit, cash flow, safety/compliance issues, effective internal communications, the positive branding of the company, and positive sense of the customer about our client.
We immerse ourselves in every client; we are proud of the successes of our clients; we feel privileged to have made a positive difference for them; and as much as we cherish the relationships we have with each client individually, we are excited when they tell us that our work made a positive impact.
In our next few blogs, we are excited to share our new client experiences with you and hope you’ll get some great ideas or insights from our clients.
CLM Advisors LLC