Insights & Resources

More than
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Practical articles, podcast episodes and free guides to help you run a healthier, more profitable business. Our library grows all the time.

Free resources

Guides worth downloading

Practical, no-nonsense resources to help you make confident financial decisions.

The Business Growth Health Check

The Business Growth Health Check

The first in a new series of free guides. Take 15 Minutes to Work On Your Business. Most business owners spend their time solving today's problems. Very few stop to ask whether the business is actually getting stronger. This workbook has been designed to help you do exactly that. It isn't an accounting test, it isn't about producing reports, it's simply 20 straightforward questions designed to help you understand where your business is today and where your greatest opportunities lie. Complete each section honestly. And by the end you'll have: ✓ A clearer picture of your business ✓ Four simple scores ✓ A practical 90-day action plan Download and get started.

The 10 Numbers Every Business Owner Should Know

The 10 Numbers Every Business Owner Should Know

The second in the series of Free guides. Business owners don't need hundreds of reports. They need a handful of numbers they understand, review regularly and use to make better decisions. This workbook explores ten numbers that every business owner should understand. From Cash in the bank, Net Profit Margin through to Monthly Recurring costs and Customer Concentration.

The Growth Readiness Assessment

The Growth Readiness Assessment

The third in the series of free guides. Every business owner wants to grow, but growth without preparation often creates more problems than opportunities. This workbook explores the ten areas that determine whether your business is genuinely ready to scale. From Financial Capacity and Cash Flow through to Systems, Leadership, Team Capacity and Strategic Planning, you'll discover where your business is ready for growth and where stronger foundations are needed first.

The Owner Independence Assessment

The Owner Independence Assessment

The fourth in the series of free guides. Many business owners have built a successful business. Far fewer have built one that can succeed without them. This workbook explores the ten areas that determine how dependent your business is on you. From Leadership and Decision Making through to Systems, Customer Relationships, Team Capability and Financial Control, you'll discover where your business is resilient and where your involvement is still essential.

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