Business Health Check
Before you can plan where your business is going, you need to know exactly where it stands. Our Business Health Check is a comprehensive review of your business's position — giving you an honest, expert assessment of your strengths, vulnerabilities, and opportunities.
It's the ideal starting point for any new client relationship, and a valuable annual exercise for established businesses. We look across your whole business — not just the profit and loss — so you come away with genuine clarity and a clear set of priorities to act on.
What we cover
Review of historical profitability — how your business has performed over recent years, what's driven results, and where the trends are heading
Forecasted profitability — modelling future performance under different scenarios, including commodity price movements, cost pressures, and production changes
Equity position review — a clear assessment of your net worth, how it has changed over time, and what it means for your financial resilience
Asset & liability allocation — mapping your on-farm and off-farm assets alongside your funding structures and sources, so you can see how your wealth is deployed and whether it's working as hard as it should be
Funding structure review — assessment of your current debt mix, lender relationships, fixed/floating split, and whether your borrowing structure is aligned with your business goals
Identification of key risks and opportunities — a plain-English summary of what needs attention, what's working well, and what the next steps should be