Business Diagnostic
An outside read with nothing softened shows where your business stands today, where you want to take it and what’s between you and that goal. After that, it is clear how to set your priorities.
You come with a question. Where to go next? What is really happening inside the company? Why isn’t the plan working out? If the goal is already set, we start from it. If not, we set it together.
Then we look at the company from three sides through the numbers, the processes and the people. We gather the data, work through how things actually run and talk to the key people, so that what the reports show lines up with what is really happening.
What you get
A picture in the numbers
How the economics add up, where the money goes and what the company stands on today.
What stands between you and your goal
Between where you are now and where you want to be.
A list of strengths to build on
Right now, without waiting.
A list of what is holding you back
In the order to take it on.
A report in hand
The diagnosis, the priorities and the next steps: a document you can work from without us.
What we do not do
- We do not perform a statutory audit and we do not issue an audit opinion: this is a management read, not a check of the accounts.
- We do not implement changes inside the diagnostic: what you get is the picture and the priorities.
- We do not take on work whose point is to confirm a decision already made.
Who it is for
Owners
If you are weighing a scale-up, working through a hard stretch, or simply want a clear read on where you stand.
Leaders
If you want to aim higher, feel stuck on your current goals, or are new to a role and need a baseline to start from.
Finance directors
If you want an independent read on the finance function, ideas to strengthen it, or a rebuild if it’s in trouble.
How the work goes
- 01
First contact
You describe the situation, in writing or on a short call. We say where we can be useful, then you decide.
- 02
Proposal
Scope, timing and fees for your task.
- 03
Data and interviews
We collect the numbers, look at the processes and talk to the key people.
- 04
Report and debrief
You get the report with the diagnosis, your strengths and a recommended next step, and we go through it together.
The other two ways to work together Fractional CFO Strategic Partner
Tell us what is on your mind
A few words about your company or about you personally, and the question that is keeping you up at night. That is enough context to start.
Confidentiality
- We sign an NDA before you show us any numbers.
- We ask only for the data the task actually needs.
- We never publish client material or name clients without written consent.
- When the project ends, we return or delete the data, whichever you prefer. Deletion from backups completes within 30 days.