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Situation Radar - Situation Assessment

Gain clarity before the situation escalates.

A discreet assessment for CEOs, managing directors, owners, and shareholders of industrial mid-market companies.

When companies enter difficult phases, the actual situation is often less clear than it first appears. Numbers only show part of the picture. Just as crucial are leadership, organization, quality, order intake, margins, liquidity, communication, and the ability to execute.

The Situationsradar von Löhmer Executive Advisory creates a compact, confidential situation assessment in a short time: where does the company really stand? What are the critical causes? Which issues need to be decided first? What's urgent, and what's actually important?

When Does a Situation Radar Make Sense?

A situation radar is especially suitable when critical developments are emerging, but a visible turnaround manager, CRO, or interim manager isn't being brought into the company yet.

Typical Triggers:

  • Results or liquidity are deteriorating.
  • Order intake is collapsing.
  • Quality issues are straining customers, the organization, and results.
  • Margins, project quality, or cost structure are no longer right.
  • The share of personnel costs is too high.
  • The organization seems overloaded or no longer able to make decisions.
  • The advisory board, shareholders, banks, or investors are asking more critical questions.
  • Management senses that clarity and prioritization are missing.
  • A solid situation assessment is needed before far-reaching decisions are made.

Goal of the Situation Radar

The goal is not an extensive report, but a clear, business-minded assessment to identify
the causes of problems — not merely describe the symptoms.

The situation radar answers three central questions:

  1. Where do we really stand?
  2. What are the decisive causes and risks?
  3. Which decisions and measures take priority right now?

     

The result is a compact situation assessment with clear areas for action — a foundation for better decisions,
credible communication, and effective next steps.

What Is Examined?

Depending on the situation, the following areas in particular are analyzed:

  • Trends in results
  • Liquidity
  • Order intake and sales
  • Margin and project quality
  • Quality issues and product maturity
  • Cost structure and personnel costs
  • Organization and processes
  • Leadership team and execution capacity
  • Communication with the advisory board, shareholders, banks, or investors
  • Vision, strategy, and planning
  • Acute risks and escalation points

This isn't just about numbers. What matters is the interplay between the economic situation, leadership capability, and organizational reality.

Approach

The situation radar is carried out discreetly, with focus, and a clear orientation toward results.

Typical Process:

  1. Confidential preliminary conversation with the CEO, management, or client
  2. Agreeing on goal, scope, the framework for discretion, and points of contact
  3. Reviewing selected documents and key figures
  4. Conversations with selected key people, where approved
  5. Assessment of the economic, organizational, and leadership-related situation
  6. Prioritizing the most important areas for action
  7. Findings discussion with a clear recommendation for action

The collaboration can take place entirely in the background. Contact with employees, leaders, the advisory board, shareholders, banks, or investors only happens with prior approval.

Result

The end result is a compact, confidential situation assessment.

You receive:

  • a clear assessment of the current situation,
  • a prioritization of the most important risks and causes,
  • an evaluation of the urgent areas for action,
  • an assessment of the leadership and execution situation,
  • concrete recommendations for next steps,
  • a foundation for conversations with management, the advisory board, shareholders, banks, or investors.

The situation radar creates orientation before knee-jerk reactions, escalation, or bad decisions take hold.

Benefits for Management, Owners, and Shareholders

The situation radar helps you understand difficult business phases earlier and more clearly.

Your Benefits:

  • more clarity on the actual situation,
  • early recognition of critical developments,
  • a better basis for decisions,
  • clear priorities instead of knee-jerk reactions,
  • a confidential assessment from an experienced industry and restructuring practitioner — no theory, no PowerPoint,
  • better preparation for difficult stakeholder conversations,
  • protection of leadership capability, trust, and company value.

Discreet, Behind the Scenes

Discretion is a core part of the situation radar.

I don't appear visibly within the company unless explicitly requested. I don't speak with employees, leaders, the advisory board, shareholders, banks, or investors without prior approval.

The goal is to create clarity without undermining management's authority or causing unnecessary unrest within the company.

What It Is Not

The situation radar is not a restructuring report, not an audit, not legal advice, and not an operational takeover of leadership responsibility.

It is a compact, experience-based assessment from the perspective of management, industry, interim management, and restructuring.

Responsibility for business decisions remains with management and the relevant governing bodies.

Frequently Asked Questions About Situation Radar

A situation radar is a compact, confidential assessment for companies going through difficult phases. It shows where the company really stands, which risks are critical, and which decisions take priority right now.

A situation radar makes sense when results, liquidity, order intake, quality, cost structure, leadership, or organization come under pressure, and management needs a clear situation assessment before things escalate further.

No — better. The situation radar is not a formal restructuring report. It is a business-minded assessment and prioritization of the current situation. The goal is fast clarity, not a lengthy reporting process full of theory, PowerPoint, or a mere description of symptoms.

The process can be carried out entirely discreetly, in the background. No contact is made with employees, leaders, the advisory board, shareholders, banks, investors, or customers without prior approval.

The result is a compact situation assessment with prioritized risks, causes, areas for action, and recommendations for next steps.

Next Step

Wenn Sie spüren, dass Ihr Unternehmen nicht mehr rund läuft, aber noch keinen sichtbaren Sanierer oder Interim Manager einsetzen möchten,
kann ein Situationsradar der richtige erste Schritt sein.

Löhmer Executive Advisory
A situation radar for industrial mid-market companies during difficult phases of business.