Financial Readiness Assessment
Every successful business venture starts with understanding where you stand today. Our comprehensive assessment reveals your financial foundation and identifies opportunities you might be missing.
Schedule Your AssessmentUnderstanding Your Current Position
Most business owners think they know their financial picture, but the reality often tells a different story. Sarah, who runs a boutique marketing agency in Melbourne, discovered she was leaving $180,000 annually on the table due to poor cash flow timing.
Our assessment digs deeper than basic accounting. We examine your revenue patterns, expense timing, growth bottlenecks, and hidden opportunities that traditional bookkeeping misses.
The process takes about 90 minutes and covers five critical areas that determine your business's financial health and growth potential.
Meet Your Assessment Team
Three specialists review every assessment to ensure you get the complete picture and actionable recommendations.
Kieran McAllister
Helps businesses identify timing gaps between income and expenses. Previously saved a Perth manufacturing company from closure by restructuring their payment cycles.
Freya Lindqvist
Specializes in finding untapped revenue streams. Recently helped a Brisbane tech startup discover three new income sources worth $340,000 annually.
Isla Papadakis
Identifies financial vulnerabilities before they become problems. Protected dozens of businesses during the 2024 supply chain disruptions through proactive planning.
The Five-Pillar Framework
We examine your business through five interconnected lenses that reveal the complete financial story.
Revenue Predictability
How reliable are your income streams? We map seasonal patterns, client concentration risks, and recurring revenue stability to show your true earning potential.
Cash Flow Timing
When money comes in versus when it goes out makes all the difference. We identify timing mismatches that create unnecessary stress and missed opportunities.
Growth Capacity
Can your current systems handle more business? We assess operational bottlenecks, team capacity, and infrastructure limits that constrain expansion.
Risk Exposure
What could derail your business? From key person dependency to market concentration, we map vulnerabilities and suggest protective measures.
Opportunity Gaps
Where's your untapped potential? We identify underutilized assets, underpriced services, and market opportunities you're positioned to capture.
