Financial Health Diagnostic & 360-Degree Business Review
360-degree diagnostic — P&L trends, balance sheet, cash cycle, ratios, red flags.
Overview
A comprehensive diagnostic of your company's financial health. We analyze P&L trends, balance sheet composition, cash conversion cycle, working capital position, debt-equity mix, and key financial ratios to give you an honest, independent assessment.
The output is a structured report with findings, red flags, benchmarking against industry standards, and a prioritized action plan. Ideal for business owners who want clarity on where their company truly stands financially.
What's Included
P&L trend analysis over 12-36 months
Balance sheet composition and leverage review
Key ratio analysis — liquidity, profitability, efficiency
Red flag identification with prioritized action plan
Best For
Business owners who want an honest, independent assessment of where their company stands financially.
Ready to get started?
Book a free 1-hour consultation to discuss your financial overview needs and explore how we can help.
Frequently Asked Questions
What does a financial overview diagnostic include?
P&L trend analysis over 12-36 months, balance sheet composition review, cash conversion cycle analysis, key ratio benchmarking (liquidity, profitability, efficiency), red flag identification, and a prioritized action plan.
How often should a business get a financial overview?
Annually as a minimum. Companies going through rapid growth, preparing for fundraising, or experiencing cash flow challenges should get a diagnostic every 6 months.
What is the output of a financial overview?
A structured report with visual dashboards, industry benchmarks, red flag identification, and a prioritized action plan ranked by financial impact. You get a clear picture of where your company stands and what to fix first.
