WHERE 50 YEARS MEETS THE FUTURE
Berman’s path to the Business Health Check is unlike any other. A serial entrepreneur with four businesses built over five decades, she has lived every stage of the small business journey — the breakthroughs, the near-misses, and the costly blind spots that even the best owners fail to see. She holds the U.S. Trademark for The Truth About Succeeding in Small Business® and has advised owners across industries from retail to professional services to healthcare.
What sets Berman apart is what she did next: she became one of the earliest adopters of artificial intelligence in the small business advisory space. Rather than watching AI from the sidelines, she dove in — learning, experimenting, and ultimately discovering how to combine AI’s analytical power with her own irreplaceable expertise. The Business Health Check is the result of that fusion. “No AI tool alone can do what the Business Health Check does,” Berman explains. “It takes 50 years of knowing what questions to ask, what the answers really mean, and what owners actually need to hear — not just what the data says. That’s the combination I’ve built.”
A DIAGNOSTIC BUILT FOR THE REAL WORLD OF SMALL BUSINESS
The Business Health Check evaluates businesses across seven core categories, producing a color-coded scorecard that reveals exactly where a business stands and what is costing it revenue right now. It is available at three levels:
Level 0 — BHC Webinar ($47, launching April 30): A live introduction to the Business Health Check framework. Participants receive a 7-category diagnostic and color-coded scorecard with instant clarity on their biggest gap. The $47 fee applies in full toward any deeper engagement.
Level 1 — BHC Level 1 ($497): Full scorecard across all seven categories, detailed written findings, and a prioritized action plan delivered within five business days.
Level 2 — BHC Level 2 ($997): The most comprehensive engagement. Deep-dive strategic analysis, competitive positioning, a full implementation roadmap, and a two-hour live session with Shelly. Limited to three clients per month.
REAL OWNERS. REAL RESULTS.
The Business Health Check methodology has already produced transformative results for small business owners across industries:
Bonnie Low-Kramen, International Assistant Trainer: When COVID-19 eliminated 100% of her in-person revenue overnight, a Business Health Check revealed the root vulnerabilities and a complete pivot roadmap. She rebuilt as a thriving online training business with diversified revenue — from scratch.
Twist Bakery & Café: On the verge of opening a second location, a diagnostic revealed the brand and pricing structure couldn’t support it. With the right foundation built, expansion succeeded — with cross-location loyalty powered by targeted email marketing.
PT Progression: Physical therapist Shawn Sprague was ready to launch his own facility but missing critical infrastructure. His health check uncovered gaps in positioning, revenue modeling, and systems. He launched with a professional brand, multiple revenue streams, and a business built to scale.
ABOUT SMALL BUSINESS RESULTS
Small Business Results, founded by Shelly Berman, helps small business owners diagnose, strategize, and build the infrastructure for sustainable growth. Berman is a serial entrepreneur, Certified Emotional Intelligence Leader, author, speaker, and one of the earliest AI adopters in the small business advisory space. Services include the Business Health Check, Concept to Customer Strategy, and advisory programs. Learn more at smallbusresults.com.
Source: Small Business Results
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