Unlock Game-Changing Insights
Book your Financial Strength Test today and get actionable results to power your company’s growth.
- Know Your Financial Health by understanding strengths and weaknesses.
- Make Informed Decisions with a clearer picture of financial risk and opportunity.
- Grow Your Business with a roadmap to actionable strategies.
Lay Down Your Financial Path Forward.
What You'll Learn Through This Diagnostic
Financial Health & Trending Insights
Dive deep into your company’s historical performance with trending analysis, revealing patterns and growth trajectories over time. We’ll highlight key metrics that show where you’re excelling and where there are opportunities for improvement.
Vertical & Horizontal Analysis
Understand your financial performance both vertically (analyzing relationships between income statement items) and horizontally (comparing year-over-year trends). This dual analysis provides a clearer picture of your company’s financial positioning and potential vulnerabilities.
Red, Yellow, and Green Focus Areas
Our intuitive color-coded analysis helps you easily spot where to focus your efforts. Green indicates healthy financial areas, yellow highlights caution, and red flags critical areas that need immediate attention. This will guide you in prioritizing your actions effectively.
KPI Benchmarking Against Industry Standards
Our KPI analysis measures your business’s performance against industry benchmarks. See where you stand in comparison to peers and identify areas where you can improve profitability, operational efficiency, and financial stability.
Business Valuation
Get a clear, actionable valuation of your company using both EBITDA multiple and Discounted Cash Flow (DCF) methods. These methods will provide a range of your company’s worth, supporting better decision-making for growth, investment, or exit strategies.
Three-Statement Model & 13-Week Cash Flow Forecasting
We’ll build a comprehensive three-statement financial model (Income Statement, Balance Sheet, and Cash Flow Statement) for your business, along with a 13-week cash flow forecast. This will help you predict your company’s future financial needs and identify potential cash shortages ahead of time.
Risk Underwriting & Concentration Analysis
Our underwriting process identifies pockets of risk in your business, such as client concentration, supplier dependence, and debt exposure. We’ll uncover hidden risks and areas that could threaten your financial health in the long term.
Action Matrix & ROI-Driven Priorities
Based on the insights gathered, we’ll create a detailed action matrix to tackle the most pressing financial issues with the highest ROI. This matrix will help you focus on what matters most for sustainable growth and profitability.
Full Engagement for Execution
Best of all, we don’t just stop at the analysis. If desired, we can move forward with a larger engagement to execute and solve the identified areas of interest, ensuring your company’s financial improvements are not just theoretical but actionable and measurable.
How It Works
3 Steps to a Financial Stronghold
1
Enroll In Engagement Below
Based on your revenue and complexity, we are able to deliver these insight to companies big and small.
2
Submit Your Documents
We need historical P&L, Balance Sheets, Accounts Receivable, Accounts Payable, and for deeper analysis your debt schedule and asset list.
3
Get Insights And Take Action
Within 48 hours you can be on with one of our consultants going through the results and findings.
