Evaluation Phase: Where Consultants Really Earn Their Money

You need to take a deep breath and clearly identify your true goals with the consultant and other key players. What are the positive things you are doing and what are the areas that you feel need improvement? As long as an NDA (non-disclosure agreement) is in place, try to share as much as you comfortably can. The consultant will need a clear picture of where you are today and where you want to be tomorrow. If you have a written business plan and financial forecast that is directly related to the project don't hold back. Share the information with the consultant so she or he understands your business.