Business Health Check Please fill in the form below and we’ll be in touch. Tell us about your businessWhat is your business structure? (select one)*Sole TraderPartnershipPrivate Limited CompanyPublic Limited CompanyTrustUnsureHow many business owners are there?*12345+What is the size of your business?*0 employees1-9 employees10-19 employees20-29 employees30+ employeesDo you have any contractor arrangements in place?YesNoHow many years have you been in business?Less than 1 year1-4 years5-9 years10-14 years15+ yearsWhat industry are you in?*Hospitality, Accommodation, Food ServicesRetailMedical / HealthcareManufacturingProfessional ServicesScientific / Technical ServicesTrades / ConstructionTransport & LogisticsOtherWhat is your business life cycle?Start upGrowthMaturityDeclineStrategyHow confident are you in your current market position?The business needs to growMeeting our targetsIn a dominant positionUnsureDo you have a current Business Plan with 1-5 year goals?YesYes, but it needs workNoDo you have a Succession Plan?YesNoDo you have an Estate Plan?YesNoDoes the Estate Plan consider the business?YesNoAre you clear on your value proposition and what makes your business unique?YesNoIt needs workPlease 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.FinancesMarketingStrategyOperationsWork-life balanceTeamOtherIf you selected other, what do you want to focus on?FinanceDo you have a budget?*YesNoDo you have access to timely financial data to support business decision making?*YesNoDo you know your break-even point?The point at which total revenue equals total costs or expenses.YesNoUnsureDo you use cash flow forecasts to manage your business?YesNoUnsureDo you actively manage your debtors and have processes in place?YesNoNot that regularlyUnsureN/ADo you have enough cash reserves to survive the next 3 months?*YesNoUnsureDo you use online accounting software for your business?*YesNoUnsureWhich accounting platform do you use?XeroQuickBooks OnlineMYOBSageReckonSaasuOtherWhich accounting platform?Do you currently work closely with a business advisor?*YesNoI speak with an accountant once or twice a yearI'd like more business advice and supportDo you currently work closely with a financial advisor?*YesNoI'd like more financial adviceAre you happy with your current accountant?*YesNoSo-soI don't work with an accountantPlease provide more detailsMarketingDo you have a marketing strategy?YesNoUnsureHow much have you invested in your marketing efforts?Little to noneA bit here and thereJust enoughAs much as I possibly canUnsureDo you have a defined process to follow up every lead/enquiry?YesYes, but it needs workNoN/AUnsureOperationsThe daily operations of the business could be best described as...A well-oiled machineThey could be better but they work okayThey are chaos and in need of urgent help!UnsureDo you regularly monitor and update your business processes?Yes, all the timeEvery now and thenNoUnsureDetailsWe'll be in touch to chat about your business.Company name*Your name* First Last Email* PhoneWebsite (if you have one) Anything else you would like to tell us?