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Business Health Check
Business Health Check
Business Health Check
Please fill in the form below and we’ll be in touch.
Business Health Check
Tell us about your business
What is your business structure? (select one)
*
Sole Trader
Partnership
Private Limited Company
Public Limited Company
Trust
Unsure
How many business owners are there?
*
1
2
3
4
5+
What is the size of your business?
*
0 employees
1-9 employees
10-19 employees
20-29 employees
30+ employees
Do you have any contractor arrangements in place?
Yes
No
How many years have you been in business?
Less than 1 year
1-4 years
5-9 years
10-14 years
15+ years
What industry are you in?
*
Hospitality, Accommodation, Food Services
Retail
Medical / Healthcare
Manufacturing
Professional Services
Scientific / Technical Services
Trades / Construction
Transport & Logistics
Other
What is your business life cycle?
Start up
Growth
Maturity
Decline
Strategy
How confident are you in your current market position?
The business needs to grow
Meeting our targets
In a dominant position
Unsure
Do you have a current Business Plan with 1-5 year goals?
Yes
Yes, but it needs work
No
Do you have a Succession Plan?
Yes
No
Do you have an Estate Plan?
Yes
No
Does the Estate Plan consider the business?
Yes
No
Are you clear on your value proposition and what makes your business unique?
Yes
No
It needs work
Please prioritise the areas of your business you feel you need to focus on.
Drag and drop the options below by placing the most important at the top and least important at the bottom.
Finances
Marketing
Strategy
Operations
Work-life balance
Team
Other
If you selected other, what do you want to focus on?
Finance
Do you have a budget?
*
Yes
No
Do you have access to timely financial data to support business decision making?
*
Yes
No
Do you know your break-even point?
The point at which total revenue equals total costs or expenses.
Yes
No
Unsure
Do you use cash flow forecasts to manage your business?
Yes
No
Unsure
Do you actively manage your debtors and have processes in place?
Yes
No
Not that regularly
Unsure
N/A
Do you have enough cash reserves to survive the next 3 months?
*
Yes
No
Unsure
Do you use online accounting software for your business?
*
Yes
No
Unsure
Which accounting platform do you use?
Xero
QuickBooks Online
MYOB
Sage
Reckon
Saasu
Other
Which accounting platform?
Do you currently work closely with a business advisor?
*
Yes
No
I speak with an accountant once or twice a year
I'd like more business advice and support
Do you currently work closely with a financial advisor?
*
Yes
No
I'd like more financial advice
Are you happy with your current accountant?
*
Yes
No
So-so
I don't work with an accountant
Please provide more details
Marketing
Do you have a marketing strategy?
Yes
No
Unsure
How much have you invested in your marketing efforts?
Little to none
A bit here and there
Just enough
As much as I possibly can
Unsure
Do you have a defined process to follow up every lead/enquiry?
Yes
Yes, but it needs work
No
N/A
Unsure
Operations
The daily operations of the business could be best described as...
A well-oiled machine
They could be better but they work okay
They are chaos and in need of urgent help!
Unsure
Do you regularly monitor and update your business processes?
Yes, all the time
Every now and then
No
Unsure
Details
We'll be in touch to chat about your business.
Company name
*
Your name
*
First
Last
Email
*
Phone
Website (if you have one)
Anything else you would like to tell us?
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