Business Financial Assessment

This process is super simple and straightforward—you’ll answer a few quick questions and provide some key financial numbers.  Please answer the questions below as accurately as possible. The more precise the information you provide, the better the results I can deliver. If you’re unsure, estimates and averages are perfectly fine!

I know sharing financial info can feel personal or even a bit uncomfortable, but I want you to know there’s no judgment here. Everything you share will be handled with the utmost confidentiality and professionalism. My goal is to get a clear picture of where your business stands so I can give you accurate, actionable insights to help you move forward with confidence.

Click here, if you prefer to schedule a traditional consult call.