Switch Business ConsultingFinancial Readiness Assessment
Where does your business actually stand?
Ten questions, about five minutes. You’ll get a scored readiness profile immediately — and an honest answer about whether we can help.
No cost and no obligation. We don’t sell or share your information — see our privacy policy. Results are indicative only and are not accounting, tax, legal or investment advice.
What it looks at
Seven dimensions, baseline to advanced
The questions run in order from financial visibility to forward-looking readiness. Each one tells us something specific about where the gaps are.
Financial visibility
Whether you can see gross margin by product or service line, or only the overall bank balance.
Reporting cadence
Who prepares your financials and how often you actually see them — monthly, quarterly, or only at tax time.
Forecasting discipline
Whether a 13-week cash flow forecast exists today, and how much you would trust the numbers in it.
Capital decisions
Who calls major spending decisions and what data they use — instinct-driven or model-driven.
Debt coverage
Whether you track your debt service coverage ratio and know if a lender would consider it healthy.
Operating metrics
What you track monthly beyond revenue and cash — margin trends, acquisition cost, labor as a percentage of revenue.
Outside scrutiny
What is coming in the next 12–24 months that will put your numbers in front of a lender, investor or buyer.
About the assessment
How long does it really take?
About five minutes. Ten multiple-choice questions and a short contact form at the end.
What do I get at the end?
A readiness score out of 100, a fit assessment, and a specific list of what your answers flagged — the gaps we would look at first. If you are a fit, you get a link to book a call right there.
Will this put me on a mailing list?
No. We use your details to follow up about your inquiry and nothing else. We do not sell or share your information.
What if the result says we are not a fit?
Then we say so, and tell you what we would do first in your position. We would rather lose a bad-fit engagement than sell one.