—— THE BUSINESS HEALTH DIAGNOSTIC

Ten minutes.

One honest

assessment.

A structured diagnostic across ten domains of business health — from cash and operations to risk, governance, and owner wellbeing. AI-scored against benchmarks, reviewed by partners, returned within 48 hours. No sales pitch. No obligation. The truth, in a report you'll actually read.


10 min

TIME

COST

Complimentary

48 hrs

REPORT IN

QUESTION 4 OF 12

Which best describes your cash position over the past 90 days?

  • Strong - comfortable runway

  • Tight — managing week-to-week

  • Stressed — drawing on lines

  • Critical — missed payments

04 / 12


—— THE TEN DOMAINS

A complete picture
of business health.

We diagnose across the same ten domains we used on the Recycling engagement that took a $190K-a-month loss-maker to $250K-a-month profit in 90 days. The assessment is structured, weighted, and benchmarked.

Financial Performance

Margin trajectory, P&L quality, EBITDA bridge, profit predictability across periods.

i.

Cost Structure

Fixed-versus-variable mix, cost control discipline, vendor concentration, leakage points.

ii.

Cash & Working Capital

Cash conversion cycle, AP/AR discipline, line utilisation, runway under stress.

iii.

Revenue & Sales

Pipeline health, customer concentration, pricing discipline, sales productivity.

iv.

Operations

Throughput, asset utilisation, process maturity, capacity headroom.

v.

Risk & Insurance

Exposure mapping, coverage gaps, premium efficiency, claims history.

vi.

IT & Governance

Cyber posture, controls maturity, policy completeness, regulatory readiness.

vii.

Tax Position

Compliance, planning quality, mitigation posture, exposure flags.

viii.

Banking & Capital

Lender relationship, covenant headroom, capital structure efficiency.

ix.

Owner Wellbeing

Sleep, stress, decision-making capacity. The domain everyone else ignores.

x.

—— WHAT YOU RECEIVE

A report,
not a pitch.

Within 48 hours you receive a structured Business Health Report — the same quality of work we deliver on a paid engagement. Read it, share it with your CFO or board, sleep on it. If we're a fit, we'll schedule a routing call.

i Health Score Across Ten Domains

Each domain scored, weighted, and benchmarked. Strengths called out. Weaknesses ranked by impact and urgency.

ii Partner-Reviewed Commentary

AI-scored, partner-reviewed. Kyan or Austin reads every report personally before it leaves the building. No bot-generated platitudes.

iii Three Highest-Leverage Moves

The three actions that, if taken in the next 90 days, would most improve your trajectory. Specific, costed, prioritized.

iv Tier Recommendation

Recovery, Reset, or Velocity — and the honest reasoning. Sometimes the answer is "you don't need us yet." We'll tell you that too.

Since bringing them in… now I can sleep.

RECYCLING CO. OWNER ‍ ‍· BANK-INTRODUCED. 90 DAYS.

-$190K

MONTHLY LOSS BEFORE

+$250K

JANUARY PROFIT AFTER

90

DAYS TO PROFITABILITY

100%

BANK COVENANT COMPLIANCE RESTORED

—— COMMON QUESTIONS

Before you
begin.

Is this really complimentary?

Yes. The diagnostic and the resulting report are at no cost. We do this because the diagnostic itself proves our quality of thinking — and because the businesses that proceed are usually self-selecting from the report.

Q

Who reads my responses?

The diagnostic is AI-scored against our benchmark library. Each report is then reviewed and signed off by Kyan Frith (FCCA) or Austin Galvez (CPA) — both partners — before it is sent. We do not delegate this to associates.

Q

What happens after I receive the report?

Nothing automatic. Read it on your timeline. If you want a routing call, you book one. If you don't, you keep the report and we don't follow up beyond a single check-in.

Q

How is my information protected?

Engagement-grade confidentiality from the moment you submit. Data encrypted in transit and at rest. NDA available on request before submission for sensitive cases.

Q

Q

What if I'm not a turnaround case?

Most owners aren't. The diagnostic routes across three tiers — Recovery for distressed, Reset for plateaued, Velocity for ambitious. The report tells you which fits and why. Sometimes the answer is "none yet."


—— TEN MINUTES

Where you are today
is just the
start.

No sign-up, no credit card, no obligation. Begin with the first question. Stop whenever you like — your progress saves automatically.