top of page

LyonBuilt Business Assessment

Stop Guessing.
See What's Actually Happening.

You’re running jobs. But are you making money?

You creep over budget and catch it too late?
Field Revisions don't make it back to invoicing?

That's not a skill problem....

It's a Blind Spot.

Most business advisors have never actually run a construction business.

They don't understand the real operational rhythm.

They don't know what it feels like to have a full schedule but unclear cash flow.

And they can't diagnose the problem because they've never lived it.

When we walk into your business and assess it, we're not looking at spreadsheets and guessing.

We're looking at operational reality.

The Assessment 

A Business Assessment is not bookkeeping. It's not a quick consultation. And it's not generic business advice.

It's a structured diagnostic of how your business actually operates — and where the real problems are.

Here's what sets it apart:

  • Phase 1: On-Site Review

    We come to you for 1-4 working sessions - usually in 2-4 hour blocks  (depending on your business complexity)

    We observe daily operations.
    We look at how information flows.
    We talk to your team.

    ​

    The goal is simple:

    ​

    Find where things are getting lost, missed, or slowed down.

  • Phase 2: Targeted Review

    Once we understand how you operate,
    we ask for what actually matters.
    Not a hundred documents. Just the pieces that show:

    How you’re tracking job costs (if you are)

    Where the cash is going

    How you're handling field reporting

    Where systems are helping — and where they’re getting in the way

    ​

    We're not overwhelming you. We're focusing on exactly what we need to see.

    ​

  • Phase 3: Findings & Next Steps

    This is where you actually see what’s going on.
    Not guesses. Not theories. Just Clear findings about:

    What's working and what's not

    Gaps, risks, inefficiencies

    What's holding you back 

    The specific changes that will make the biggest difference

    And more importantly:

    ​

    A concrete plan for what comes next. 

What makes this work:

This works when you’re willing to be real about where things stand. We do not take on clients that are not committed to being honest and open to change. Sometimes the best solutions don't look the way we want them to. But you have to decide - do I want this business to start working for me? Or be chained to unrealistic ideas? 

​

We need:

​

  • Honest answers

  • Timely responses

  • Willingness to look at what’s not working

 

The goal is not to overwhelm you with theory or unnecessary recommendations. It’s to identify what needs to change, and move forward with a real plan.

Most construction companies don’t have a workload problem.

They have a breakdown between the work getting done and the numbers telling the truth.

Investment

The Business Assessment starts at $1,900. Final pricing depends on your size and complexity.

We’ll talk through that up front — so you know what to expect before we start.

After the assessment, that fee is applied to your onboarding or first month - if we move forward together into ongoing work. You’re not paying twice.

​

The assessment shows what’s broken. Ongoing work is how we fix it.

​

That might look like:

  • Cleaning up and maintaining your books so the numbers actually mean something

  • Fixing job costing so you can see profitability in real time

  • Tightening up processes so jobs flow the way they should

​

In many cases, it’s a combination of ongoing bookkeeping and operational support.

What Happens Next....

Step 1: We get on a 30 minute working call. 

We talk through:

​

Where you are

What’s unclear or not working

What you’re trying to improve

 

Step 2: We decide if this actually makes sense for both of us.

 

Step 3: If it does, we schedule the assessment.

 

​

Questions? 

 

If you’re not sure this is the right fit, let’s talk.

We’ll figure it out together.

Bottom Line

You've built something real.

You've got work. You've got a reputation. You've got the skills.

​

But you need to know — with confidence —

whether this business is actually working for you.

​

The Assessment shows you exactly that.

​

No guessing. No theory. Just clear, actionable findings about where you stand and where you need to go from here.

bottom of page