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Welcome to the Middle Market Business Assessment Knowledgebase

The Knowledgebase contains in-depth information about the Middle Market Business Assessment, how it works, and complete documentation on how to use it and the online Solution Sage administrative tools. Use the menu below to explore specific topics.

Knowledgebase Contents - Main Menu

About the Assessment

General Overview
	What is it?
	How it works
	What it measures
	What the results show you
	Assessment validity

How it Works
	Overview of the process
	How to preview
	Registering your company
	Selecting a coordinator
	Who should participate
	Signing up participants
	Completing the questionnaire
	The report
	System requirements

The Solution Sage Report
	The Solution Sage report
	Who gets the report
	Using Acrobat Reader
	View a sample report

Using the Assessment

Downloadable User Guide
Administrative Tools
	Control Panel overview
	How to access / login
	Assessment status info
	Monitoring participant progress
	Adding a participant
	Removing a participant
	Changing / editing information
	Changing a password
	Incomplete questionnaires
	Ending the assessment

Using the Report

The debriefing meeting

Leading the meeting

Meeting topics

Guidelines for communication

FAQs

Frequently Asked Questions

For family business owners

For family business advisors

Doing Business With Us

Policy Documents
	Terms & conditions of use
	Privacy policy

Marketing Tools for Consultants
	Brochure (pdf)
	One-sheet handout (pdf)
	Sample report (pdf)

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