Foundation Assessment

Before launching into advanced business growth strategies, we need to understand exactly where your business stands today. Our comprehensive foundation assessment reveals the critical gaps and opportunities that most business owners never see.

Schedule Your Assessment

Your Business Reality Check

Most business owners think they know their numbers. After working with over 400 Australian businesses since 2019, I've learned that assumptions kill growth faster than anything else.

Business assessment documentation and financial analysis charts
  1. 1

    Financial Health Scan

    We examine your cash flow patterns, profit margins, and expense structure to identify where money is actually going versus where you think it's going.

  2. 2

    Operational Efficiency Review

    A deep dive into your current processes reveals bottlenecks that are costing you both time and money. Many businesses discover they're working twice as hard as necessary.

  3. 3

    Market Position Analysis

    Understanding how your customers actually perceive your value compared to competitors. This often uncovers pricing opportunities worth thousands per month.

What The Numbers Actually Tell Us

After completing 847 foundation assessments across Australia, certain patterns emerge. Here's what we typically discover in the first 90 minutes together.

73%
Underpricing Services
2.4hrs
Daily Wasted Time
$18K
Average Hidden Revenue
67%
Missing Key Metrics

The Reality Behind These Numbers

These aren't just statistics. Each percentage represents real businesses leaving money on the table because they were flying blind. The assessment process typically uncovers between $15,000 and $45,000 in immediate revenue opportunities within 6 months.

Business owner reviewing financial reports and growth metrics
6 weeks
Average time to implement first improvements
Sarah Mitchell, Business Growth Strategist
Lead Strategist

Fiona Ashworth

Business Growth Strategist & Financial Analyst

I've been dissecting business financials since 2018, and honestly, the patterns are pretty predictable. Most business owners are brilliant at what they do but terrible at measuring what matters. I help bridge that gap without the corporate consulting nonsense.

CPA Australia MBA Operations 400+ Assessments Growth Specialist
Learn More About Our Approach

Your Preparation Roadmap

To get maximum value from your assessment, here's exactly what to prepare. This isn't busy work – each item directly impacts the quality of insights we can provide.

1

Financial Documentation Phase

Gather your last 12 months of financial statements, bank statements, and tax returns. Don't worry about perfect organization – we're looking for patterns, not audit-level precision.

Profit & Loss
Monthly breakdown
Cash Flow
Bank statements
Tax Returns
Previous 2 years
2

Operational Data Collection

List your top 10 customers by revenue, your main service offerings with rough pricing, and any operational processes you currently track. This helps us understand your business model quickly.

Customer List
Top revenue sources
Service Pricing
Current rate structure
Time Tracking
If available
3

Strategic Questions Preparation

Think about your biggest frustrations with the business right now. What keeps you up at night? What would have to change for you to feel genuinely excited about growth again?

Pain Points
Daily frustrations
Growth Goals
Realistic targets
Resource Limits
Time & budget constraints

Ready For Your Reality Check?

The assessment typically takes 90 minutes and happens over video call. You'll walk away with a clear picture of where you stand and the three highest-impact areas to focus on first. No fluff, no generic advice.

Professional business meeting with strategic planning documents