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Business Health Assessment

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Business Health Assessment

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take our free business health assessment !

Are you ready to take your business to the next level? We invite you to participate in our complimentary Business Health Assessment, designed to provide you with valuable insights into your company's performance. By completing this assessment, you will receive a tailored analysis and report of your results, delivered directly to your email. This personalized feedback will help you identify strengths, uncover opportunities for growth, and pave the way for strategic improvements. Don't miss this chance to gain a clearer understanding of your business's health—sign up today!

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Participant Full Name:

Participant Role

Participant Email:

Participant Phone:

What is the name of the business?

What general type of business is this?

Number of Full-Time Employees

1-3

4-15

16-50

50+

Number of Part-Time or Contract Employees

1-3

4-15

16-50

50+

What are your Gross Revenues?

Below $500,000

$501,000-$5,000,000

$5,000,001 - $10,000,000

+$10,000,001

Do you have solid financial support?

Yes

I'm not sure

What is the biggest challenge you are facing right now?

Cash Flow Management

Financial Planning and Analysis

HR Management

Cost Control

Access to Capital

Strategic Planning

Revenue Growth

I'm not sure

I record, organize, and classify financial transactions (bookkeeping):

Monthly

Quarterly

Annually

I haven't done any bookkeeping for my business yet.

I'm not sure

I review profit and loss statements for my business

5 or more times per year

3-4 times per year

Once per year

I'm not familiar with profit and loss statements

How I budget for my business:

I create a detailed annual budget and strictly stick to it.

I create business budgets but don't adhere to them.

I have a high-level budget that I refer to occasionally.

I don't make or track budgets.

I have a formal business plan:

Yes, it's working great.

I created a formal business plan at one point but do not refer to it.

I have a plan in my head (that's enough for me).

No plans, I like to go with the flow.

Yes, but it's not working well.

New Option No plan, but I need one.

I regularly forecast and monitor cash flow:

Weekly

Monthly

A few times a year

I don't forecast cash flow

I have a plan for unexpected expenses:

Yes, I am mostly prepared for anything.

I'm prepared for minor expenses (but nothing major).

I don't have a plan, but I'm good at finding solutions.

No, unexpected expenses will put my business in jeopardy.

I feel prepared to cover operating expenses using cash-on-hand for:

More than a year

7-12 months

4-6 months

1-3 months

Less than a month

I don't know

During 2024, my business' total revenue was:

What is the long term vision for your products or services?

What are your top 3 customer pain points?

What financial management accounting system is used?

What Customer Relationship Management (CRM) system do you use?

What Point of Service (POS) system do you use?

What can you improved given your current situation?

What do you perceive as your weaknesses?

Thank you for completing our Business Health Assessment.

We will get back to you as soon as possible with your results.

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Name:

Business Name

Email:

Phone:

Message:

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(501) 722-3036

info@flexionpoint.com