27 Aug 2025 • Business Health Check, Financial Advisory, Strategic Business Planning
1. Financial Health
Do we have positive cash flow each month?- How do you measure this?
Are profits being reinvested wisely vs. overspent? How do you make this decision?
Do we have financial reserves for downturns? How much is enough?
Are taxes, debt, and compliance handled properly? What’s the most important?
Each of these categories needs to be worked through to understand their consequences
2. Customers & Market
3. People & Team
4. Operations & Systems
5. Sales & Marketing
6. Strategy & Growth
7. Personal Balance & Leadership
These aren’t “once-and-done” — they’re recurring checkpoints. Successful owners revisit them monthly, quarterly or annually.
Reach out to us to learn more!