Start your Business & Infrastructure Improvement Journey

A Lighthouse Business & Infrastructure (B&I) Assessment is designed to identify critical shortcomings and unexploited opportunities in a firm’s strategy, technology, systems and support capabilities that are hindering growth and preventing the growth of market value of the firm.

A B&I assessment evaluates eight important operational areas of a business – areas proven through research and experience to have direct impact on a firm’s growth, valuation and ease of ownership transition.  The outcome is a road-map designed to reinforce weak areas, leverage strengths and align resources to achieve the right business outcomes.

The critical areas include: 

Objectives & Strategy


Processes and Systems

Technical Sufficiency

Financial Reporting

Security & Compliance

Operational Support

User Experience




To discuss a Lighthouse IT Business and Infrastructure Assessment call 831.818.5100 or email