Portfolio Assessments

“I was very impressed by Kirchner Group’s unique approach to portfolio assessment. Their protocols resulted in additional insights and opportunities not apparent in audited financial statement.”


We have developed proprietary processes and tools from an operational perspective for evaluation of portfolios, value creation in portfolios, and reporting on portfolios and companies with a focus on complete portfolio transparency and understanding.

A perspective, informed by a depth of operational experience, that is independent, unbiased and fact-based and that carries actionable recommendations.

Working with the client, we develop a list of outcomes from the assessment surrounding portfolio risk, company execution and portfolio categorization.  We have developed models for developing deliverables such as ‘Company Report Cards’, ‘Portfolio Dashboards’ and ‘Progress Against fund Expectations’.