Business health assessment consultation

Understand Your Business from Every Angle

When you're deep in daily operations, it's difficult to see the full picture. Our Business Health Check gives you clarity on where your enterprise stands and where attention is needed most.

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Clear Insight Into Your Business Position

This assessment provides you with an objective view of your business fundamentals. You'll receive specific recommendations on what's working well and what deserves your attention. The process is thorough yet straightforward, resulting in a written report you can use as a practical guide.

Many business owners find this assessment brings peace of mind. Questions that have been sitting in the back of your mind get addressed. You'll have confidence about your next priorities and a clearer understanding of your enterprise's current health.

The outcome is clarity rather than confusion, direction rather than uncertainty, and a sense of control over your business journey. You'll know which areas need work and which are solid foundations to build upon.

When Everything Feels Like a Priority

You're managing numerous aspects of your business simultaneously. Some days it feels like you're addressing whatever shouts loudest rather than what matters most. Perhaps you're uncertain whether your pricing is right, your cash flow is healthy, or your operations are as efficient as they could be.

You might have concerns about specific areas but aren't sure whether those concerns are justified or if other issues are more pressing. It's challenging to evaluate your business objectively when you're inside it every day, handling whatever comes through the door.

What you need is someone with experience to look at your business with fresh eyes, identify what genuinely needs attention, and explain it in plain terms. Someone who understands the practical realities of running an SME and can distinguish between minor concerns and significant issues.

A Thorough Yet Practical Assessment

Our Business Health Check examines the core elements that determine how well your enterprise functions. We look at your finances, operations, marketing approach, and team structure. This isn't a surface-level review but a proper examination of how these areas work together.

The process involves several focused sessions where we discuss each aspect of your business. We review your records, ask questions about your processes, and explore how you make key decisions. The atmosphere is conversational rather than interrogative - we're here to understand, not to judge.

What makes this effective is the combination of structure and flexibility. We follow a proven framework that ensures nothing significant gets overlooked, yet we adapt our approach to your specific situation. A retail business has different priorities than a service company, and we recognise those differences.

You receive a written report that explains our findings in clear language. We identify what's functioning well, what requires improvement, and what might become problematic if left unaddressed. The recommendations are prioritised based on impact and practicality for your particular circumstances.

How the Assessment Process Works

The entire assessment typically takes place over two to three weeks, giving you time between sessions to gather any information we need. We start with an initial meeting to understand your business and explain what we'll be examining. This first conversation helps us focus our review on what matters most to your situation.

During the Review Sessions

Each session concentrates on a specific area of your business. We might discuss your financial management one day, your operational processes another day, and your marketing approach in a third session. The conversations are detailed but not overwhelming - we explain why we're asking particular questions and what we're looking for.

You don't need extensive preparation for these meetings. We're interested in how your business operates normally, not in seeing everything perfectly arranged. Most business owners find the sessions thought-provoking and occasionally eye-opening as we discuss aspects they haven't had time to examine closely.

The Written Report

Once we've completed the review, we prepare a comprehensive report that summarises what we've found. This document becomes yours to keep and refer back to as circumstances change. We present the findings in a final meeting where we walk through the report together, answer your questions, and discuss implementation approaches.

The report includes specific recommendations organised by priority. We explain not just what to do but why it matters and what impact you might expect. Some recommendations might be quick wins you can implement immediately, whilst others represent longer-term projects.

Throughout the process, you'll feel supported rather than scrutinised. Our role is to help you see your business more clearly, not to criticise what you've built. Most business owners tell us they appreciated having someone truly interested in understanding their enterprise and its challenges.

Investment and What's Included

£750 per assessment

This investment covers the complete assessment process from initial meeting through to final report presentation. There are no additional fees or unexpected costs.

What You Receive

Initial consultation meeting to understand your business and establish scope

Comprehensive review of finances, operations, marketing, and team structure

Multiple focused sessions covering different aspects of your business

Detailed written report identifying strengths and areas requiring attention

Prioritised recommendations tailored to your resources and ambitions

Final presentation meeting to discuss findings and implementation approaches

Follow-up email support for questions about the report within 30 days

The value extends beyond the immediate findings. You'll have a clearer framework for evaluating future decisions and a better understanding of how different aspects of your business interconnect. Many business owners refer back to their report months later when considering new initiatives.

How This Assessment Helps Your Business

The Business Health Check methodology has been refined through work with over 340 businesses across the Midlands. The framework we use addresses the common challenges facing small and medium enterprises whilst remaining flexible enough to accommodate individual circumstances.

Immediate Clarity

Within the assessment period, you'll have a much clearer picture of where your business stands. Questions that have been lingering get addressed with objective input.

Actionable Direction

The recommendations are designed to be implemented gradually. You're not expected to address everything at once - priorities are clearly indicated.

Risk Identification

We help spot potential issues before they become significant problems, giving you the opportunity to address them whilst they're still manageable.

Opportunity Recognition

Sometimes the assessment reveals opportunities you hadn't noticed - areas where small changes could yield meaningful improvements.

Realistic Timeframe

The assessment itself takes approximately two to three weeks from start to finish. Implementation of recommendations happens at your pace - some business owners tackle quick wins immediately whilst others prefer a more gradual approach over several months.

What you can expect is greater confidence in your business decisions following the assessment. You'll understand which areas are solid and which need work, removing much of the uncertainty that can accompany business ownership.

Our Commitment to You

We understand that engaging a consultant represents an investment and a degree of trust. You're allowing someone into your business to examine how it operates, which requires confidence in their discretion and competence.

Our commitment is straightforward. We'll conduct a thorough, professional assessment and provide you with honest findings. If we identify issues, we'll explain them clearly without alarmist language. If things are functioning well, we'll tell you that too. The report you receive will be useful and actionable, not filled with generic advice.

Should you feel the assessment hasn't provided value, we'll discuss your concerns openly. We've been doing this work since 1987 and maintain professional standards because our reputation matters. Most business owners find the process illuminating and appreciate the objective perspective.

If you're uncertain whether a Business Health Check is right for your situation, we can discuss this during an initial conversation. There's no pressure to proceed - sometimes a brief discussion is enough to help you decide whether now is the right time for this type of review.

Getting Started Is Straightforward

If you're interested in having your business assessed, the process begins with a conversation. We need to understand your situation to determine whether the Business Health Check is appropriate for your current needs.

What Happens Next

1

Initial Contact

Get in touch through the contact form or call our Birmingham office. We'll arrange a suitable time to talk about your business and what you're looking to achieve.

2

Preliminary Discussion

During our first conversation, we'll discuss your business, your current challenges, and whether the Business Health Check addresses what you need. This conversation is obligation-free.

3

Assessment Schedule

If we both decide to proceed, we'll schedule the assessment sessions at times that work with your calendar. We understand you're running a business and need to maintain operations.

4

Review Process

We conduct the assessment over two to three weeks, examining your finances, operations, marketing, and team structure through focused sessions.

5

Report Delivery

You receive a comprehensive written report followed by a presentation meeting where we discuss findings, answer questions, and explore implementation approaches.

Most business owners who contact us have been considering this type of assessment for some time. If you've been thinking about getting an objective view of your business, this might be the right moment to take that step.

Ready to Understand Your Business Better?

Take the first step towards clarity and confident decision-making. Contact us to discuss how a Business Health Check could benefit your enterprise.

Arrange a Discussion

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