This scorecard assesses your business across 10 key health metrics including cash reserves, profit margins, client concentration, team capacity, and owner dependency.
Purpose:
Answer questions across financial health, revenue health, operational health, and owner health categories. The calculator provides an overall score and identifies your top priorities for improvement. Answer questions across financial health, revenue health, operational health, and owner health categories. The calculator provides an overall score and identifies your top priorities for improvement.
Tips for Ongoing Use:
Bookmark this page (Ctrl+D or Cmd+D) for quick access.
- Complete monthly or quarterly
- Track your score over time
- Focus on improving red areas first
- Share with advisors for discussion
Understanding Basics:
Business health spans multiple dimensions. Strong finances with weak operations is still risky. This scorecard gives a holistic view across the areas that matter most.
Benefits for SMEs:
- Quick comprehensive business assessment
- Identify blind spots and priorities
- Track improvement over time
- Guide strategic planning discussions
More Tools for Your Business: Finance & HR | Owner Toolkit
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We'll review your current finance setup, compare the full cost of an internal hire against our embedded team, and show you exactly what your finance function should cost at your stage of growth.
You'll leave with a clear view of what's working, what's missing, and where you'd save.
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