Part Two — Business Action Plan

National Business Growth Exchange — Managing Partner Roadmap


SECTION A — Top Priorities Identified

Priority 1: ________________________________________________

Priority 2: ________________________________________________

Priority 3: ________________________________________________

Priority 4: ________________________________________________

Priority 5: ________________________________________________

MP Notes on Priorities: ________________________________________________


SECTION B — Strategic Fixes

Operations Improvements

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Financial Improvements

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Marketing & Sales Improvements

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Systems & Processes Improvements

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Team & Leadership Improvements

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Transferability Improvements

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MP Notes on Strategic Fixes: ________________________________________________


SECTION C — 30 / 90 / 180 Day Roadmap

First 30 Days — Quick Wins

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Next 90 Days — Core Improvements

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Next 180 Days — Structural Changes

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MP Roadmap Notes: ________________________________________________


SECTION D — Risks & Opportunities

Key Risks: ________________________________________________

Key Opportunities: ________________________________________________


SECTION E — MP Recommendations

Primary Recommendation: ________________________________________________

Secondary Recommendation: ________________________________________________

Additional Notes: ________________________________________________


SECTION F — Transition to Part Two (Valuation & Growth)

Items Needed for Valuation: ________________________________________________

Growth Potential Notes: ________________________________________________

Next Step: Proceed to Part Two — Valuation & Growth Potential