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Organizational Assessments

Organizational Assessments

Would you value constructive feedback from your team, investors and other key stakeholders?

Should you better understand operational, HR or cultural issues impacting your organization?

Would you benefit from knowing how well positioned you are to meet your long term objectives?


Drawing upon 20+ years of investing in the middle market, Optimum Advisors helps leaders gain objective insights into their organizational strengths and weaknesses and provides actionable recommendations that promote greater efficiency and effectiveness, and bottom-line growth.

While organizational commonalities exist, we recognize that every firm and company is unique. We approach each engagement as a collaboration with senior leadership and will work with you to define a scope of work that focuses on your specific areas of interest. We recommend that the process be as inclusive as possible of others to yield the most favorable long term results.

We offer a range of assessments including:

Internal / External 360 Review – This process provides management with a comprehensive understanding of internal and external perceptions of the business (and your management of it), along with Optimum Advisors’ objective and experienced analysis of your business. Internal interviews include one-on-one discussions with senior leaders, group leadership discussions and individual interviews with firm personnel. External feedback would be derived from interviews that might include current, prospective and/or former investors, advisory board members, existing and/or potential customers and competitors.

Internal Review – This assessment provides management with candid feedback from its employees and a comprehensive Optimum Advisors review of firm culture, communication practices and business processes. Interviews include one-on-one discussions with senior leaders, group leadership discussions and individual interviews with firm personnel.

External Review – This process gives management an in-depth perspective on how you and your firm are perceived by those outside the firm but critical to your success. Interview candidates might include current, prospective and/or former investors, advisory board members, existing and/or potential customers and competitors.

Bench Strength Analysis – Understanding whether you have the right people with the right skills in the right roles is fundamental to your success today and vital to effective succession planning. This process involves sessions with leadership to understand short and long term organizational goals and skill/competency expectations, followed by a collaborative evaluation of the existing organization vis-à-vis those parameters.

Productivity/Time Studies – Identifying whether there is alignment between senior management’s intent/stated priorities and how the firm principals actually spend their time can be a valuable exercise. This assessment may also include other staff as desired.

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Optimum Advisors, LLC | 270 Greenwich Avenue, Suite 4, Greenwich CT 06830 | 203.769.1382
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