See What a Real Assessment Looks Like

Every AegisBoardroom engagement produces a tailored report for your specific situation. These 9 sample assessments show what that looks like across every business type we serve.

Segment 1

Growth-Stage SMB

Apex Industrial Solutions

$7M industrial distributor, 14 employees, first-time CEO navigating growth without a leadership team.

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Segment 2

Family-Owned Business

Hartwell and Sons Plumbing

$8.2M plumbing company, 45 employees, 3rd generation facing succession and modernization.

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Segment 3

Professional Services Firm

Garrison, Mercer and Associates

$6.8M Kansas City law firm, 14 attorneys, $680K in uncollected fees and partner burnout.

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Segment 4

PE Portfolio Company

Cornerstone Building Products

$18M building materials, PE-backed, CEO Rachel Torres facing a $9M value creation gap.

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Segment 5

VC-Backed Startup

Relay Health

$1.8M ARR healthcare SaaS, 22 employees, Series A prep with board pressure to scale.

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Segment 6

Nonprofit

Crossroads Community Alliance

$2.1M youth development org, 18 staff, $180K grant at risk from reporting gaps.

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Segment 7

Solo Entrepreneur

Clarity Coaching

$185K executive coach, 14 clients, revenue ceiling, 12 hours/week on admin instead of coaching.

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Segment 8

Bootstrapped Founder

TrueNorth Analytics

$420K ARR B2B SaaS, 6 people, self-funded, 52% client concentration risk.

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Segment 9

Non-Tech Small Business

Midwest Mechanical

$4.2M HVAC company, 28 employees, Kansas City. Results first, no jargon.

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Ready to see what yours would look like?

Tell us about your business. We will follow up with how AegisBoardroom can help your specific situation.

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