PRODUCT

Financial Check Up

If a picture is worth a thousand words, then a business Financial Check Up is worth Thousands of dollars because it paints a clear picture of your agency’s personality and performance.

Oak & Associates Financial Check Up will provide you with a customized review of your agency’s financial performance. The report will cover:

• Key Financial Ratios

• Income, Expenses, Balance Sheet, Productivity, Profitability

• Financial & Productivity Comparisons

• Year-to-Year

• Actual versus Budget

• Comparisons to Industry Benchmarks

A review of the business’ financial performance will help you control the future direction of the business. It is the first step to proper financial management. Long-term results will include higher owner compensation and an increased value of the business

The report will help you measure agency profitability and assess the business’ competitiveness. The Oak & Associates Financial Check Up will assist with monitoring the past performance and forecasting the future results. If you don’t know where your business stands financially now, it’s hard to decide where you want to go –- or how to get there.

Information Needed for Financial Review Check Up

Employee Perception, Attitude & Satisfaction Survey

An essential component of an organization’s success it to understand what the employees think and how they perceive what is going on in the business.

The Oak & Associates survey will provide you with a picture of your organization's strengths and weaknesses by the people who know it best – your employees. This website survey will solicit confidential employee opinions on a variety of issues such as the company's success in communicating its mission to employees, the quality of the working environment, and issues with procedures and workflow.

Your Employee Attitude & Satisfaction Survey Review will include a personalized assessment of the results.

Cost -   $750 for agencies less than 25 employees

             $1,000 for agencies between 25 and 100 employees

             Call us for agencies over 100 employees

 

 

LISTEN & LEARN
Oak & Associates' Two Tape Audio package

TAPE 1: "What Makes a Great Firm?"
This 50-minute cassette covers the key ingredients to become a "great" firm. It is an excellent refresher for listeners to keep their focus on what really makes a difference in the better firms today: great people, great communication, a growing organization, a focus on your key objectives and where the firm is headed and
the affect of the management decisions on agency value.

TAPE 2: "Business Combinations: Evaluating Compatibility"
This 50-minute cassette covers the twelve most important factors that need to be considered and evaluated when determining the compatibility of potential business combinations, as an avenue for growth and perpetuation of the firm. Whether you are merging, clustering or doing an acquisition this tape brings your
focus to the real issues at stake.

Cost - $35 plus $5 for shipping & handling

ORDER

New products Coming Soon!

Great templates that you can customize yourself and save $1,000’s.

• Business Plan

• Sales & Marketing Plan

• Procedure Manual

• Company Disaster Plan

• Business Succession Plan

Analysis Tools and Calculators – Precise tools that can be used to review and understand the numbers. 

• Profit Center Analysis Tool 

• Staff Productivity Tool 

• Producer Compensation Analysis Tool 

• Producer Sales Planning Tool

Sample Forms & Documents – Why start from scratch when you can use these sample forms and documents.

• Job Descriptions

• Employee Reviews

• Producer Contracts