Assessments

Three structured diagnostics covering the financial, operational and commercial health of your business. Each one stands alone — take them in any order, or work through all three for a complete picture.

Diagnostic 1 of 3

Financial Health Check

How financially resilient is your business?

The Financial Health Check examines five core dimensions of financial health to identify where your business is strong, where it is under pressure, and where targeted action will have the greatest impact. It is designed for business owners, founders, operators, investors and advisers who want a clear, structured view of financial performance without wading through accounts.

~8 minutes 5 categories20 questions

Covers

Performance & ProfitabilityCash Flow & LiquidityWorking CapitalDebt & Financial ResilienceFinancial Control & Visibility
Diagnostic 2 of 3

Operational Risk & Efficiency Scan

How dependent is your business on you — and can it scale without breaking?

The Operational Risk & Efficiency Scan examines how resilient and scalable your business operations are. It looks at owner and key-person dependence, management depth, processes and controls, systems and information, and overall efficiency — helping you spot the structural risks that often remain hidden until they become critical.

~7 minutes 5 categories15 questions

Covers

Owner & Key Person DependenceManagement & PeopleProcesses & ControlsSystems & InformationEfficiency & Scalability
Diagnostic 3 of 3

Commercial Opportunity Map

Where is the biggest commercial upside hiding in your business?

The Commercial Opportunity Map examines the full commercial engine of your business — from how leads are generated and converted, to the quality and concentration of your customer base, pricing discipline, and retention. It helps you identify where commercial performance is strong and where the biggest, most actionable opportunities for growth sit.

~7 minutes 5 categories15 questions

Covers

Lead GenerationSales ConversionCustomer Quality & ConcentrationPricing & MarginRetention & Growth