Business Assessment Tools
Running a successful business takes more than knowing what happened last year. These practical assessments help you understand how financially healthy your business is, how dependent it remains on you, and whether it's genuinely ready for its next stage of growth.
Understand where your business stands today — and what needs to change next.
Each assessment provides a personalised score, identifies the areas that need attention, and gives you clear actions to help move the business forward.
Your Business Health Score
Is your business financially healthy?
Assess the financial foundations of your business — cash flow, profitability, reporting, financial control and forward planning — and see whether it's secure, under pressure or carrying risks that need attention.
Your Owner Independence Score
Could your business thrive without you?
See how heavily the business depends on you for decisions, sales, customer relationships and day-to-day operations — and whether you've built a resilient business or a demanding job.
Your Growth Readiness Score
Are you truly ready to scale?
Test whether your finances, systems, team, leadership and capacity are ready for sustainable growth — and challenge the assumption that more sales automatically means you're ready to scale.
Your Financial Awareness Score
Do you truly understand your numbers?
Measure how well you understand, monitor and use the ten financial numbers every business owner should know — from cash and margins to debtor days and customer concentration — and get a traffic-light breakdown of each.
The Key Business Numbers Calculator
What are your numbers really telling you?
Calculate your key numbers — gross margin, break-even, cash runway, debtor days and more — with plain-English explanations, what-if modelling and a personalised 90-day action plan.
MTD for Income Tax Checker
Are you affected — and from when?
Making Tax Digital for Income Tax is coming for sole traders and landlords. Check in seconds whether it applies to you, when you'll be mandated, and what to do next.
A personalised score
See exactly where your business stands, out of 100.
The areas that need attention
Your strongest and weakest areas, and the priority risks.
Clear next actions
Practical recommendations and 90-day priorities to move forward.
Guides & resources
Prefer to read at your own pace? Download our free, practical guides to help you run a healthier, more profitable and more independent business.
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 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 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 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.
