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Free self-assessment

Business Health Check

Twenty questions across six areas that determine business performance. Answer honestly — the value is in seeing where the gaps actually are. Results appear instantly on this page, and nothing is stored or emailed.

This is an educational self-assessment, not a professional financial, legal, or accounting opinion. It is designed to help you identify which areas of your business may deserve a closer look.

Section 01Strategy

  • Do you have clearly defined business goals for the next 12 months?

  • Can you explain your competitive advantage?

  • Do you know which products or services deserve the greatest strategic attention?

Section 02Financial Performance

  • Do you review financial performance at least monthly?

  • Do you understand your gross margin and net profitability?

  • Can you reasonably forecast cash needs?

  • Do you know your break-even point — the revenue level where the business covers its costs?

Section 03Sales & Marketing

  • Do you know which channels generate your best customers?

  • Is your sales process documented and repeatable?

  • Do you track customer acquisition and retention?

  • Have you reviewed your pricing against the value you deliver in the last 12 months?

Section 04Operations

  • Are core processes documented?

  • Can employees complete routine work without constant owner involvement?

  • Do you regularly identify and fix operational bottlenecks?

Section 05Leadership & Team

  • Are roles and responsibilities clearly defined?

  • Does the team know how performance is measured?

  • Can the business operate effectively when the owner is unavailable?

Section 06Growth Readiness

  • Do current systems have capacity for additional customers?

  • Can the business financially support expansion?

  • Have you identified the biggest constraint to growth?

0 of 20 questions answered

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