Unlock Your Business's Financial Potential with Our Expert Review Services

The Financial Health Review is a structured consultation designed to give business owners a clear and actionable understanding of their financial position, performance trends, and opportunities for growth. By leveraging real data-driven insights from VFD Pro reports, this review provides a focused and high-impact session that helps businesses unlock their financial potential.

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Financial Health Review

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Benefits of the Financial Health Review

  • Better Control = Improved Profit and Cash Flow

Gain a crystal-clear view of financial performance and key drivers of profitability, empowering business owners to make better financial decisions.

  • Discover the Fastest, Easiest Ways to Grow

Discover how to improve revenue streams, enhance cash flow, and optimise cost structures to boost business profitability.

  • Fix Problems Before They Impact Profits

Uncover financial risks such as declining margins, cash flow constraints, and operational inefficiencies—before they become serious threats.

  • Better Informed Decisions = Better Results

Leverage real-time financial insights from VFD Pro reports to support strategic planning, investment decisions, and resource allocation.

  • CFO Led Business Growth Strategy and Plan

Receive tailored guidance from an experienced FD, ensuring that financial insights are understood, actionable, and aligned with business goals.

Key Features of the Financial Health Review

1. Business Goals and Opportunity Analysis
  • A detailed Business Overview Report summarising key financial performance indicators over the past 24 months.
  • Analysis of revenue trends, profitability, gross margins, and overheads to highlight financial strengths and weaknesses.
  • Executive summary of financial drivers, giving an instant snapshot of business health.
2. Identify Short Term Growth Options
  • The Performance Analysis Report dives deeper into operational efficiency, cost structures, and financial sustainability.
  • Key metrics such as cash flow, debtor/creditor days, and financial stability are explored.
  • Insights into industry best practice to identify opportunities for improvement.
3. Forecast Growth, Cashflow and Valuation
  • Using the Client Discussion Model , business owners receive a high-level indicative business valuation based on profitability, revenue trends, and cash flow position.
  • Highlights growth opportunities and financial risks , with strategic recommendations tailored to business objectives.
  • Scenario analysis and forecasting to understand potential financial outcomes.
4. CFO Led Business Growth Consultation
  • A 1-hour consultation with an experienced Finance Director (FD) from the VFD Pro Mastermind programme.
  • Walkthrough of key financial insights , translating complex data into clear, actionable steps .
  • Opportunity to ask questions and discuss specific challenges , ensuring business owners leave with valuable knowledge.

Why You Need The Financial Health and Growth Review

  • You need improved financial results and less stress.
  • You want to increase profitability, cash flow, and growth.
  • You strive to ‘Scale’ whilst enjoying a better work-life balance.
  • Your success depends on your team doing the right things.

Investing in Your Future

Your Investment:

£495 + VAT

Included FREE for FiMBO Programme Delegates

FREE

This high-impact financial consultation is available as a standalone service or included at no additional cost for FiMBO delegates, helping them apply programme insights to real-world financial decisions. *(Pricing and offer applies only to those businesses using Xero and QuickBooks, other accounting platforms are ‘price on application’).

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