Cogent Discovery
Turn success into what's next
Get clarity, confidence, and a real strategy through our Discovery process to take your business to the next level. No binders. No jargon.
Every transformation begins with truth
Discovery is a data-driven evaluation of your business that uncovers hidden opportunities, strengthens leadership alignment, and provides a clear roadmap to profit, equity value, and quality of life.
It’s not a sales pitch or cookie-cutter report. It’s a strategic deep dive that gives you the insights and confidence to make the right decisions for your business’s future.
Discovery: A proven process, tailored to you.
The Discovery process typically takes two to three days, depending on your company’s size and complexity. We work directly with you and your leadership team to evaluate operations, finances, and culture with precision and candor.
Let's talkPhase 1
Opening conference
We align around your goals and desired outcomes—setting the stage for clarity and ensuring everyone agrees on what success looks like.

1.5–2 hours

All equity owners

Phase 2
Operations & financial review
Your business is a living system. This phase examines how it performs across every level:
Operations meeting: 1.5–2 hours evaluating workflow, costing, and scheduling
Individual interviews: 15–30 minutes uncovering roadblocks and opportunities
Employee surveys: Anonymous input on culture, communication, and engagement
Financial analysis: Detailed review revealing profit leaks and improvement opportunities

Phase 3
Findings meeting
Discovery concludes with a clear, data-backed presentation of your business. Your analyst delivers an actionable plan to strengthen profitability, performance, and leadership alignment—giving you clarity and control over next steps.

2–3 hours

All equity owners
What we evaluate in Discovery
Our analysts dig deep into the areas that define long-term success. Every insight connects back to your vision for the business—and for your life.
Business development
Sales and marketing strategies, plus pipeline health.
Organizational & culture review
Leadership strength, accountability, and engagement
Financial performance
System, process, and workflow efficacy
Operational efficiency
Sales and marketing strategies, plus pipeline health.
What you get from Discovery
By the end of Discovery, you’ll have a complete picture of where your business stands—and a clear, prioritized roadmap forward.
Comprehensive business review
An honest look at where things stand
Opportunity assessment
Immediate wins with measurable financial impact.
Profitability impact assessment
Unbiased guidance for key strategic decisions.
Operational efficiency
A clear view of where profit is gained or lost — and how to fix it.
The people behind the Discovery process
Meet the business analysts who uncover the truth
The first step in the Cogent journey
Discovery is the foundation of everything we do — the diagnostic phase that reveals your business’s true potential.
It identifies what’s working and what needs attention before any long-term improvement begins. From there, our clients often continue through the Cogent Journey: Discover. Empower. Achieve.
Some choose to implement the plan themselves. Others partner with Cogent for hands-on execution. Either way, Discovery gives you what every business owner wants: clarity, control, and confidence in the path forward.
Let's talkFrom business owners who’ve been where you are
During the Discovery, a full financial review was conducted that opened our eyes to several areas where we were leaving margin on the table.
The clarity, strategic insights, and process improvements that Cogent delivered have proven to be invaluable.
We can now truly see where our greatest profit centers are and concentrate more on those sales opportunities.









