Performance Check-up
Financial
Our Financial and Business Performance Check-up service is designed specifically for start-ups and scale-ups seeking to assess and optimize their operational and financial health. Through comprehensive analysis, we identify strengths, uncover areas for improvement and provide actionable insights to support sustainable growth. Whether you’re looking to refine your business model, improve cash flow, optimise your tax structure or prepare for investment, our expert evaluation ensures you have a clear understanding of your performance metrics and strategic position. With our support, you can make confident decisions to accelerate your success and achieve long-term stability.
Check-up regularly offers numerous benefits:
Conducting
Improved Decision-Making
Provides valuable insights for making informed decisions about resource allocation, strategic planning and operational improvements.
Increased Transparency
Promotes open communication and transparency within the organisation, fostering a culture of trust and collaboration.
Enhanced Accountability
Helps establish clear performance expectations and hold individuals and teams accountable for achieving their goals.
Identification of Strengths and Weaknesses
Highlights areas where the company excels and areas where it needs to improve, enabling targeted interventions.
Continuous Improvement
Provides a framework for ongoing monitoring and evaluation, allowing the company to adapt to changing market conditions and achieve sustained success.
"Every growth journey needs a clear financial GPS. Regular performance check-ups are essential for growing companies to navigate risks, seize opportunities and sustain momentum."
Key Components
of Financial & Business Performance Check-up:
1
Financial Statement Review
Examination of your income statements, balance sheets and cash flow statements to verify accuracy, assess profitability, liquidity and overall financial health
2
KPIs and Metrics Evaluation
Analysing critical performance indicators such as revenue growth, margins, burn rate and runway to monitor progress and identify growth opportunities
3
Budget and Forecast Review
4
Tax Planning and Optimisation
5
Cash Flow and Liquidity Analysis
6
Funding and Investment Review
7
Risk Management and Internal Controls
8
Operational and Cost Efficiency Review
9
Strategic Recommendations
Assessment of your current budgets and financial forecasts for realism, relevance and alignment with your strategic goals
Review of tax positions and planning status to mitigate potential risks and optimise your tax strategies
Ensuring you have sufficient cash flow to fund operations and expansion, with recommendations for improving cash management
Assessing funding sources, runway, burn rate and providing insights for future fundraising, investor reporting or financial negotiations
Highlighting potential financial risks and internal control gaps that need attention
Identifying cost reduction opportunities and operational bottlenecks that could be hampering your scaling efforts
Actionable insights on financial management, process improvements and planning for future growth, funding rounds or exit strategies
Financial Performance Check-up is comparable to an annual “health check-up” for your business, providing a vital snapshot of your organisation’s financial and operational well-being. Just as a health assessment helps identify potential issues before they become serious, our check-up uncovers strengths, weaknesses and opportunities for improvement, ensuring your business remains on a healthy growth trajectory.
We offer 3
packages to address your business challenges
Book Free Discovery CallRead MoreIdeal for start-ups and scale-ups seeking foundational insights and basic performance assessment
Book Free Discovery CallRead MoreDesigned for growing start-ups and scale-ups focusing on deeper analysis and strategic improvements
Book Free Discovery CallRead MoreReview for established or high-growth companies aiming for advanced insights and long-term planning
What we
deliver | What you get*
Performance Diagnostics
-
Identification of revenue and cost inefficiencies, performance issues and bottlenecks, risk areas affecting overall financial statements
Financial Analysis & KPIs Review
-
An analysis of financial statements, ratios, burn rate and runway trends, profitability metrics and optional benchmarking
Comprehensive Assessment Report
-
A detailed document summarising your organisation’s financial health, including key findings, strengths, weaknesses and opportunities for improvement
Presentation & Discussion
-
A presentation to management outlining the key findings, supporting data and strategic steps, with an opportunity for Q&A and clarification
Follow-up Plan
-
Optional, a roadmap or action plan for implementing recommendations, if requested, including timelines and responsible teams
* Deliverables can vary depending on the chosen package
How we
deliver | When you get*
in weeks
Phase 1.
Package I
W.0
Initial Consultation & Scope Definition
Phase 2.
W.1
Data Collection & Analysis
Phase 3.
W.2
Performance Evaluation & Diagnostics
Phase 4.
W.3
Recommendations, Report & Final Review
Package II
Package III
W.0
W.0
W.1-2
W.1-2
W.3-4
W.3-6
W.5
W.7
* Timelines can vary depending on Data provision and collection process