How strong is your business, financially?

Take the Finance Performance Assessment. A 7–10 minute assessment built for owners of $2M–$50M businesses who want clarity, confidence, and fewer surprises.

  • It takes just 2 minutes
  • It’s completely free
  • Receive customized results instantly
Enter your details below to start the Finance Performance Assessment™

How strong is your business, financially?

Take the Finance Performance Assessment. A 7–10 minute assessment built for owners of $2M–$50M businesses who want clarity, confidence, and fewer surprises.

  • It takes just 2 minutes
  • It’s completely free
  • Receive customized results instantly
Enter your details below to start the Finance Performance Assessment™
5 Focus Areas

What the Finance Performance Assessment Looks At

The Assessment scores your business across five areas where problems quietly compound - or where great companies gain an edge. Each area reflects how clearly you understand what’s happening in your business today, and how prepared you are for what’s next.

Cash Visibility

The number 1 killer of businesses is cashflow - you need a system to see problems before they hit.

Profit Clarity

Reveals whether you have profit leaks - or if strong revenue is masking real issues.

Decision Confidence

The best businesses in your industry speed up decisions by studying the right KPIs and metrics that actually drive results.

Planning & Forecasting

The best businesses have a clear plan 12-18 months out - then use that plan to drive execution.

Exit or Investor Ready

Reveals whether your numbers would raise red flags during a raise, loan, or sale.

Get Your Finance Performance Score 

If you want to know whether your business is quietly exposed, this is the place to start.