Start your Business & Infrastructure Improvement Journey

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

An O&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


Lighthouse IS Operations and Infrastructure Assessment

Contact us to discuss a Lighthouse Operations and Infrastructure Assessment, or call 831.818.5100/