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?* 1 2 3 4 5+ What is the size of your business?* 0 employees 1-9 employees 10-19 employees 20-29 employees 30+ employees Do you have any contractor arrangements in place? Yes No How many years have you been in business? Less than 1 year 1-4 years 5-9 years 10-14 years 15+ years What industry are you in?* Hospitality, Accommodation, Food Services Retail Medical / Healthcare Manufacturing Professional Services Scientific / Technical Services Trades / Construction Transport & Logistics Other What is your business life cycle? Start up Growth Maturity Decline StrategyHow 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? Yes Yes, but it needs work No Do you have a Succession Plan? Yes No Do you have an Estate Plan? Yes No Does the Estate Plan consider the business? Yes No Are you clear on your value proposition and what makes your business unique? Yes No It needs work Please 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?* Yes No Do you have access to timely financial data to support business decision making?* Yes No Do you know your break-even point?The point at which total revenue equals total costs or expenses. Yes No Unsure Do you use cash flow forecasts to manage your business? Yes No Unsure Do you actively manage your debtors and have processes in place? Yes No Not that regularly Unsure N/A Do you have enough cash reserves to survive the next 3 months?* Yes No Unsure Do you use online accounting software for your business?* Yes No Unsure Which accounting platform do you use? Xero QuickBooks Online MYOB Sage Reckon Saasu Other Which accounting platform? Do you currently work closely with a business advisor?* Yes No I speak with an accountant once or twice a year I'd like more business advice and support Do you currently work closely with a financial advisor?* Yes No I'd like more financial advice Are you happy with your current accountant?* Yes No So-so I don't work with an accountant Please provide more detailsMarketingDo you have a marketing strategy? Yes No Unsure How much have you invested in your marketing efforts? Little to none A bit here and there Just enough As much as I possibly can Unsure Do you have a defined process to follow up every lead/enquiry? Yes Yes, but it needs work No N/A Unsure OperationsThe daily operations of the business could be best described as... A well-oiled machine They could be better but they work okay They are chaos and in need of urgent help! Unsure Do you regularly monitor and update your business processes? Yes, all the time Every now and then No Unsure DetailsWe'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? Δ
