Business Performance Assessment

Avoid Repeat Failures & Improve Performance & Revenue Outcomes

Why Root-Cause Analysis is the Only Way to Treat a Problem

Bering McKinley has been around long enough to know that without a diagnosis, writing a prescription would be malpractice.  Over 15 years, we have learned that a simple request for service from our team can result in countless hours of chasing a solution when we have not yet diagnosed the problem.

MSPs that seek out our services are continuously looking for ways to prevent repeat problems from occurring. They struggle to find the “root-cause” of the problem and continue to treat the symptoms of the problem and not the problem itself.  When this happens, eventually the problem will rear its ugly head again.

This is why we firmly believe an assessment is the only way to provide meaningful answers to the MSPs that we serve.

What is a Business Performance Assessment?

The Business Performance Assessment (BPA) is a one of a kind experience that takes you on a 3 to 4-hour journey through your company culture, financials and internal processes.

Bering McKinley has performed 100’s of Business Performance Assessments and continues to see amazing improvements in client and project success. The purpose of our detailed Business Performance Assessment is to fully understand how you are doing business today, what you want to achieve, and where the challenges lie in order to treat root-cause issues that lead to long-term solutions.

Business Performance Assessment

How does it work?

There are five components to the journey that dig deep into the company culture, financials, processes, services, and reporting. The BPA will focus on the following topics:


  1. The sum of the parts is equal to the whole. What drives your culture and makes your organization tick? You will be asked questions like:
    • Who is on your team?
    • What tools do you use?
    • Short and Long-term Goals
    • How do staff compensation and performance impact your goals?
  2. What do your numbers tell you about your organization? We will analyze your financials around:
    • Prior Years of Profit & Loss Data
    • Apply BMK standards to discover a “realistic view” of your performance
    • Identify Areas of Strength and Weakness
    • Begin Tying the Results to Your Goals
  3. How does Marketing & Sales Impact Revenue Goals? We will conduct a deep review of your sales & marketing process that will include over 100 question-based scenarios in the areas of:
    • Sales Processes, Standards, Sales IQ & Activity Levels
    • Marketing Activities, Results, Budgets & Outcomes
  4. How well does your service delivery stack-up to better than industry standards? Service is our expertise, and we will review:
    • Service Management Standards
    • Dispatch Model
    • Use of PSA
    • Use of RMM
    • Objective and Subjective Results
  5. What is the litmus test of your administrative and financial health? This will prove to be the greatest bang for the buck. We will take you down the journey of deep analysis into areas of your business the really impact bottom-line revenue and growth goals. Be prepared to:
    • Prove Your Financial Reporting
    • Compare Your Company to BMK Targets
    • Defend Why Your Numbers Are What They Are
    • Describe Your Agreements
    • Describe Your Invoicing Process
    • Describe Your Collections Process
    • Prove Your Documentation

Why consider the Business Performance Audit?

  1. You’re in great shape and want to make sure you’re not missing any opportunities for further improvement.
  2. You’re looking to sell your business in the next ten years and want a road map for how to be in the best possible position.
  3. You’re struggling to conquer concepts or get over a business hurdle.
  4. You’ve recently made significant changes that are not achieving desired results.
  5. You have brought on a new role and want to validate the current state compared to future state.
  6. You are considering a meaningful change within the business.
Business Performance Audit