Business Health Check

Example inputs

We have a written plan with 3-year targets and this year's top priorities.

3

Everyone on the leadership team could name our top 3 priorities for this year.

3

We know which customer segments and offers are most profitable and focus on them.

3

Revenue has grown faster than inflation in each of the last two years.

4

We review progress against the plan at least quarterly and adjust.

2

We get accurate monthly financial statements within 15 days of month-end.

2

We know our gross margin by service line, product, or customer.

2

We forecast cash at least 8-13 weeks ahead.

1

We hold at least 2 months of operating expenses in cash or available credit.

4

Cash surprises (a tight payroll, a late tax payment) happen several times a year.

4

The business could run for 4 weeks without the owner and results would not slip.

2

No single customer is more than 15% of revenue.

4

Our books are clean enough that a buyer or lender could diligence them quickly.

3

We know roughly what the business is worth and what drives the multiple.

2

The owners have a written exit, succession, or ownership-transition plan.

1

We know our customer acquisition cost and lifetime value by channel.

2

We get a predictable flow of qualified leads every month.

3

Close rate and sales cycle length are tracked and reviewed.

3

We have raised prices in the last 12 months without losing meaningful volume.

3

We measure customer satisfaction (reviews, NPS) and act on it.

4

Our core processes are documented and followed consistently.

2

We track on-time delivery, quality, or rework rates.

3

We know where work gets stuck (the bottleneck) and are fixing it.

3

Mistakes, rework, or missed deadlines regularly cost us customers or money.

3

We review vendors and input costs for savings at least once a year.

3

Every role has clear responsibilities and measurable outcomes.

3

We can hire a good person within 6 weeks when we need one.

2

Turnover is low, and good people rarely leave unexpectedly.

4

Managers have the time and training to coach their teams.

2

Pay is benchmarked against the market at least every two years.

2

Our core systems (CRM, accounting, scheduling/ERP) are integrated.

2

We get key numbers from a dashboard instead of building spreadsheets.

3

We use automation or AI to remove repetitive manual work.

2

Staff spend hours each week re-entering data between systems.

4

We have a technology roadmap and a budget for it.

2

We have reviewed our insurance coverage with a broker in the last 12 months.

4

Data is backed up, access is controlled, and staff get security training.

3

Key contracts (customers, vendors, leases) are reviewed for risky terms.

3

We are confident we meet the licensing, labor, tax, and safety rules for our industry.

4

We have a documented plan for losing a key person, system, or supplier.

2