Financial Health Assessment

How Financially Fit Is Your Business?

Strong financials don’t just keep your business compliant — they unlock your ability to grow. Whether you’re seeking funding, navigating expansion, or simply aiming to sleep better at night, the health of your financial operations matters more than ever.

This assessment is designed to give you a quick, clear snapshot of where your business stands today. In just a few questions, you’ll identify your strengths, uncover potential risks, and see how ready your business is to take its next step.

What You’ll Learn:

• How well your current financial processes support growth
• Whether hidden risk factors could block future opportunities
• Which areas of your business need greater visibility, structure, or support

How It Works:

• The assessment takes about 3–5 minutes
• You’ll answer questions across financial accuracy, completeness, visibility, and readiness
• Your responses will be scored and summarized
• You’ll receive tailored recommendations based on your answers — and suggestions for your next step

Too many businesses are held back by incomplete books, outdated processes, or financial blind spots. Our goal is to help you identify what’s working — and fix what’s not — before it becomes a barrier to success.

Whether you’re leading a construction firm, scaling a franchise, navigating healthcare compliance, or managing a mission-driven nonprofit, a clear picture can make all the difference.

Ready to see how healthy your business really is? Jump in. 

Looking for more ways to strengthen your financial foundation and scale with confidence? Explore our library of tools, templates, and guides designed to support every stage of business growth. And if you’re ready to talk strategy, we’re always up for a conversation.

This tool is meant to give you a helpful starting point and does not constitute financial, legal, or operational advice. For decisions that really move the needle, we recommend chatting with one of our advisors to talk through your unique situation.