[ Diagnostic · about 8 minutes ]

Most owners know something needs attention. Fewer can name it.

Twenty-four questions across the six areas that decide how a business feels to own. At the end you get a written summary of your answers and three lower-scoring areas to discuss.

Prefer the 2-minute version

[ What this is ]

The questions we'd ask you anyway.

These are the same questions we work through, more slowly, in a first conversation with a new client. They are not trick questions. Most owners answer honestly and find the pattern they were already half aware of.

This is a self-assessment, not professional advice or a diagnosis. The answers do not establish whether the underlying accounting information is accurate.

About eight minutes. No email required. Print or save the summary when you're done.

[ The six areas ]

What the questions cover.

01 · The numbers behind the numbers

Visibility

Whether the business is run on a real, current view of performance — or on the bank balance and last year's tax return.

02 · Where profit actually lives

Margin

Whether you understand — at a granular level — what's making money, what's leaking, and what should be priced or stopped.

03 · The oxygen of the business

Cash

Whether cash is a discipline — provisioned, forecast and protected — or a constant background stress.

04 · The shape of the business behind the business

Structure & tax

Whether your trading entity, asset protection and tax position are designed for the business you have today — or the one you started.

05 · Whether the business runs without you

Owner-dependence

Whether the business is a job you own, or an asset that compounds when you're not in it.

06 · The shape of what comes next

Growth posture

Whether growth is being pursued deliberately, with the numbers and the advice underneath it — or hoped for.

Most owners know something needs attention. Fewer can name it.

The questions we'd ask you anyway.

What the questions cover.

Worth eight minutes to see where things stand.