Business Assessments, Implementation Blueprints & Executive Advisory

Business Assessments

Gain Clarity Before Committing to a Solution

The wrong solution is expensive, even when it is implemented well. Every LumaKa Advisors Assessment begins with the questions facing leadership, examines the available evidence, and identifies the risks and opportunities that deserve attention first.

Clients receive an executive-level findings report, prioritized observations, strategic recommendations, and clearly defined executive priorities that provide leadership with the clarity to decide what should happen next. When appropriate, we recommend developing an Implementation Blueprint to translate those priorities into a structured execution plan.

Every Assessment Includes

• Executive Summary
• Key Findings & Observations
• Risks & Opportunities
• Executive Priorities
• Strategic Recommendations
• Recommended Next Steps
• Recommendation whether an Implementation Blueprint is appropriate

Implementation Blueprints

Turn Strategic Priorities into Measurable Results

Every successful business has ideas. Far fewer consistently execute them. Leadership teams often know what needs to improve. They have completed strategic planning sessions, received consultant recommendations, held leadership retreats, or completed one of our Assessments. Yet months later, many of those priorities remain unfinished—not because they were the wrong priorities, but because they were never translated into a disciplined execution plan.

Blueprints transform strategy into execution by defining objectives, initiatives, ownership, sequencing, milestones, timelines, key performance indicators, resource requirements, and measures of success. They provide leadership with a practical roadmap that improves accountability, aligns decision-making, and keeps the organization focused on the initiatives that create the greatest long-term value.

Every Implementation Blueprint Includes

• Executive Objectives
• Strategic Initiatives
• Detailed Action Plans
• Ownership & Accountability
• Timeline & Milestones
• KPIs and Success Measures
• Resource Requirements
• Dependencies & Risks
• Executive Dashboard Recommendations
• 90-Day Execution Priorities
• Long-Term Implementation Roadmap

Executive Advisory

Gain Clarity Before Committing to a Solution

Every Assessment Includes

How Assessments, Blueprints & Advisory Work Together

Assessments and Implementation Blueprints are complementary—but they are not the same engagement.

ASSESS → Understand the business, identify risks and opportunities, establish executive priorities.
PLAN → Develop a Blueprint that converts those priorities into a structured implementation roadmap.
EXECUTE → Work alongside leadership through ongoing Executive Advisory to monitor progress, solve emerging challenges, and keep the organization focused on measurable results.

This Assess → Plan → Execute methodology reflects our belief that better decisions build better businesses.

LumaKa Advisors Business Assessments

Financial Stability Assessment

Purpose

Gain clarity about liquidity, cash flow, obligations, and the company's capacity to make commitments.

Questions It Answers

Can we comfortably make payroll, taxes, debt payments, and vendor commitments? Why are we profitable but short on cash? Can we afford expansion or investment?

Outcome

Executive understanding of financial strength and the priorities that best protect liquidity.

Investment Range

$1,750–$3,000

Business Resilience Assessment

Purpose

Identify vulnerabilities that could disrupt operations.

Questions It Answers

What if the owner or a key leader is unavailable? Could we recover from a cyber event?

Outcome

Prioritized resilience opportunities and executive priorities.

Investment Range

$3,000–$6,000

Profitability Assessment

Purpose

Reveal where value is created and where profit leaks away.

Questions It Answers

Which customers, services, or operations generate the strongest returns?

Outcome

Executive priorities for sustainable profitability.

Investment Range

$2,500–$5,000

Business Value Assessment

Purpose

Identify the drivers that increase or suppress enterprise value.

Questions It Answers

How transferable and valuable is the business today?

Outcome

Priorities for increasing long-term enterprise value.

Investment Range

$4,000–$8,000

Comprehensive Business Diagnostic

Purpose

Evaluate the business across all major functional areas.

Questions It Answers

Where are the biggest constraints and opportunities?

Outcome

A unified view of the business and leadership priorities.

Investment Range

$7,500–$15,000

LumaKa Adivosrs Implementation Blueprints

Financial Stability Implementation Blueprint

Strengthen liquidity, cash flow, working capital, and financial discipline.

Deliverables

Objectives • Initiatives • Ownership • Timeline • Milestones • KPIs • Resource Plan • Executive Dashboard • Success Measures

Investment Range:

$2,500–$5,000

Business Resilience Implementation Blueprint

Build continuity plans, succession readiness, crisis response, and operational resilience.

Deliverables

Disaster Recovery & Business Continuity Plan • Objectives • Initiatives • Ownership • Timeline • Milestones • Resource Plan

Investment Range:

$4,000–$7,500

Profitability Improvement Blueprint

Implement initiatives that improve margins, pricing, productivity, and operating efficiency.

Deliverables

Objectives • Initiatives • Ownership • Timeline • Milestones • KPIs • Resource Plan • Executive Dashboard • Success Measures

Investment Range:

$3,500–$7,000

Business Value Enhancement Blueprint

Increase enterprise value through transferability, stronger systems, and reduced owner dependence.

Deliverables

Objectives • Initiatives • Ownership • Timeline • Milestones • KPIs • Resource Plan • Executive Dashboard • Success Measures

Investment Range:

$5,000–$10,000

Technology Note: We use advanced analytical tools to improve the depth, speed, and consistency of our work. The client receives experienced executive judgment, not automated advice.