Which Consultant Do I Need?
Answer 16 quick questions and get matched to the type of business consultant you need, with reasons and the right first engagement.
Example scenario—not a forecast or verified benchmark. Enable JavaScript to edit inputs, view charts, save locally and export your analysis.
Example inputs
- Which best describes the business today?
- growing
- Annual revenue
- 1_5m
- If you could fix one thing tomorrow, what would it be?
- profit
- Your main goal for the next 12 months
- grow
- Cash is tight or unpredictable
- true
- Growth has stalled
- false
- I'm the bottleneck on most decisions
- true
- I'm thinking about selling in the next 1-5 years
- false
- Team turnover or hiring is a struggle
- true
- Overwhelmed by tech / not sure how to use AI
- false
- Worried about compliance, contracts, or a lawsuit
- false
- I don't trust or don't get timely financial numbers
- false
- Lead flow is inconsistent or marketing isn't working
- false
- Costs, suppliers, or tariffs are squeezing margins
- false
- Staff spend hours on manual, repetitive work
- false
- One customer, supplier, or employee could sink us
- false
Example results
Your best match is Finance & CFO (78%), followed by People & Org Design (71%) and Operations & Supply Chain (62%); start with a fractional CFO diagnostic.
- Best-fit practice area
- Finance & CFO
- Match
- 78%
- Recommended first engagement
- Fractional CFO diagnostic
- Second match
- People & Org Design (71%)
- Third match
- Operations & Supply Chain (62%)
- Symptoms checked
- 3
- Business stage
- Growing
What stands out
#1 Finance & CFO: 78% match
Why: your #1 pain is profit despite volume, which points to pricing, margin, and delivery cost; cash is tight; a growing business usually breaks first in operations and people. This practice fixes cash visibility, margins, reporting, and financing. Start with: a fractional CFO diagnostic.
#2 People & Org Design: 71% match
Why: turnover and hiring are a struggle; a growing business usually breaks first in operations and people; you are the bottleneck. This practice builds the leadership layer, roles, hiring, and retention. Start with: an org design and leadership review.
#3 Operations & Supply Chain: 62% match
Why: a growing business usually breaks first in operations and people; your #1 pain is profit despite volume, which points to pricing, margin, and delivery cost; at $1-5M, finance and operations systems usually lag growth. This practice removes bottlenecks, rework, and cost from delivery. Start with: an operations bottleneck assessment.
Least urgent: Risk & Compliance
Nothing in your answers points here right now; revisit it once the top areas are moving.
Next actions
- Book a fractional CFO diagnostic first; it goes straight at the strongest signal in your answers (your #1 pain is profit despite volume, which points to pricing, margin, and delivery cost).
- Sequence People & Org Design next with an org design and leadership review, once the first engagement has a 90-day plan in place.
- Before the first call, gather the last 12 months of financials and a short list of what you have already tried to fix it, so the first session starts at diagnosis, not discovery.
Model assumptions & limitations
- Matching uses a fixed weight table (shown above): each answer adds 1-5 points to the practice areas it signals.
- Match % blends how strongly an area leads your own results (60%) with how many of its possible signals you triggered (40%); it is capped at 98%.
- This is a routing tool, not a diagnosis. A discovery call confirms the right scope.