The Service

Business Healthcheck for SMEs

Gain clarity on performance, cashflow and priorities

Do you need an independent second opinion?

Is cashflow unclear or under pressure?

Do you know what’s really driving profit?

Are you unsure what to focus on next?

When you’re close to the day-to-day running of a business, it can be difficult to see what’s really driving performance. A Business Healthcheck gives you an independent, experienced view of how your business is actually performing—and where to focus next.

Our review is designed to give you clarity, direction, and practical next steps.

Oakstead Advisory provides that support in a flexible, practical way.

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What?

What We Review

We focus on the areas that most directly impact performance and decision-making, including profitability, cashflow, cost structure, financial visibility, and operational effectiveness.

The aim is simple: identify what’s working, what’s holding you back, and where improvements can be made. 

A structured business performance review that gives you a clear understanding of:

  • Profitability and margins
  • Cashflow position and future risks
  • Cost structure and efficiency
  • Financial reporting and visibility
  • Operational strengths and improvement areas

What You Receive

At the end of the review, you’ll receive a clear and practical view of your current performance, including key opportunities for improvement.

We also provide a prioritised set of actions and a 90-day improvement plan so you know exactly what to focus on next.

We keep the process focused, commercial, and easy to follow—no unnecessary jargon or complexity. Just clear insight and actionable recommendations.

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When?

When a Health check is useful

This service is particularly valuable if:

  • You’re unsure where profit is going
  • Cashflow feels under pressure
  • The business has grown quickly and feels less controlled
  • You want an independent, experienced second opinion
  • You’re considering change but need clearer direction
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Why?

The Benefits

With a business healthcheck clients typically gain:

  • Clear understanding of what’s really driving profit
  • Immediate visibility of cashflow issues and risks
  • Independent, unbiased view of business performance
  • Prioritised actions to improve results quickly
  • A clear 90-day plan to focus next steps and execution

Start with Clarity

If you’d value a clearer, more independent view of your business, our Healthcheck is a practical place to begin.
Book a Confidential Intro Call
Got Questions?

Frequently Asked Questions

Do I need a business of a certain size to work with you?

How much time will you spend in the business?

Will you work alongside my existing accountant or team?

What kind of results can I expect?

What level of experience can I expect from your team?

Is this a long-term commitment?

Can you help if I’m planning to grow, raise investment, or sell the business?

How quickly can we get started?

Contact Us

Get In Touch, We’re Here to Help