Assessments

If you do not know where you stand today, you cannot determine an accurate and effective path of action that will take you where you want to be.  For any strategic discussion, appropriate steps are required to determine a starting point. To use GPS navigation as an example, proper directions, travel route and method of transportation cannot be determined by simply entering a desired destination - a starting point is required. The same is true with business planning. 

CAPSTONE Advisors perform assessments of businesses utilizing a practical business-focused approach to provide a point of reference in discussions about business opportunities with our clients.

Our approach to preparing business assessments takes into consideration science and art. Science is the use of technical data driven through a series of formulas and assumptions to reach a conclusion. This is the extent of many assessment services in the marketplace. Unfortunately, a perspective limited only to technical data seldom translates to the "real world" and may be of little value.

The art of preparing assessments is based on intangible, although critical, factors such as experience, conditions, activity and people. We believe that the incorporation of the art component is rare in the professional marketplace and by making it a part of our approach, the conclusions and subsequent advice we offer is relevant and specific to our clients' objectives, delivering greater value to their situation.