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Essential Financial Health Check

Gain a clear understanding of your business's financial health, stay on top of its current state, focus on what matters most and make informed decisions to guide your strategy and plan for the future.

Financial health is the foundation of every successful business. Understanding and managing it is essential for sustainable long-term success.

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A comprehensive financial health check that includes:

  • Assessment of the company’s income statement, balance sheet and cashflow statements over a number of years.

  • Assessment of the historic financial trends.

  • Fundamental analysis of the historic financial performance, including profitability, liquidity, efficiency, funding and investing.

  • Financial performance ratings for various financial drivers.

  • Historic free cashflow to the firm assessment.

  • Trend forecast and impact assessment.

  • Cause and effect analysis.

  • Financial SWOT analysis.

  • Assessment of financial performance to business vision.

  • Assessment of financial performance to business strategy.

  • Recommendations for areas of focus and improvement.

  • A financial health dashboard.

  • A comprehensive financial health report. 

The Essential company financial health check: 

  • Makes it easy for you to understand the overall financial performance of the business.

  • Provides you clarity on how the business performed financially.

  • Provides an objective view of the financial performance.

  • Provides you clarity on the drivers of that financial performance.

  • Pinpoints the problem areas and areas of advantage.

  • Determines the likely impact of current trends on the business.

  • Assesses whether you are building the business as an asset of value.

  • Identifies the areas in the business you need to focus on for greatest positive impact.

  • Identifies the type of action required to maximise positive impact.

  • Helps guide the strategy of the business.

  • Empowers the effective management of the business.

  • Provides a tool to communicate the financial performance to stakeholders.

  • Can be used to source funding or partnership.

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