Business health check

Welcome to the Saint and Co Business Health Check

How can it help my business?

It is a simple questionnaire that has been designed with a business owner in mind, therefore it is quick to complete (an average of 10 minutes) and will provide enough information for us to help you move the business forward. Throughout the questionnaire that follows we have tried to help you consider the key issues for the future success of your business.

Your answers to these questions will enable us to analyse the current health of your business and suggest possible future action plans.

If you require further guidance on completing this questionnaire, please contact the local office of your choice.

Before you begin, please enter your business details in the spaces to help us to contact you once we have received your answers. Thank you


Your Details


Completing the questionnaire

This questionnaire looks at some of the key areas that impact on the performance of your business and the risks faced in running a business.

On receipt of your completed responses, we will analyse the position and suggest suitable plans to either improve the performance of your business or control the risks faced on a daily basis.

The questionnaire is designed to be completed quickly and is split into four sections covering:

  1. Your aims & objectives
  2. Key performance factors
  3. Business structure and organisation
  4. Possible impact of external factors

Please select from the box from 1 to 4 which best fits your assessment of the current position in each case - with 1 being the most positive answer and 4 being the most negative.


Your aims and objectives

1. As an owner do you consider the total return you receive from the business is satisfactory?

 1
 2
 3
 4

2. Have you considered what will happen to the business if you are no longer there?

 yes
 no

3. If you answered yes to the above question have you considered:

a. Retirement

 1
 2
 3
 4

b. Incapacity

 1
 2
 3
 4

c. Death

 1
 2
 3
 4

4. Do you feel you have the right balance between work and other activities?

 1
 2
 3
 4

5. Are you happy with the size and operation of the business?

 1
 2
 3
 4

6. Have you planned to ensure the future of your business is as secure as possible?

 1
 2
 3
 4

7. Have you considered an exit route from/for your business?

 1
 2
 3
 4

Please record here any other concerns you have for the future of your business:


Key Performance Factors

1. Have steps been taken to ensure that key staff are retained?

 1
 2
 3
 4

2. Are staff adequately trained to enable them to carry out their responsibilities fully?

 1
 2
 3
 4

3. Does the business have alternative sources of key goods and services so that it is not dependent on one particular supplier?

 1
 2
 3
 4

4. Does the business have a wide client base so that it is not dependent on one particular customer or group of customers?

 1
 2
 3
 4

5. Are you satisfied that systems are in place to ensure compliance with any significant external regulations such as health & safety?

 1
 2
 3
 4

6. Are the labour practices in your industry unusual and, if so, are you satisfied that the regulatory aspects are being properly dealt with?

 1
 2
 3
 4

7. Does the business have sufficient funding in place to meet its day to day needs?

 1
 2
 3
 4

8. Are your products and services kept under review to ensure they keep pace in the market?

 1
 2
 3
 4

9. Are production methods reviewed to ensure that they enable the company to operate competitively?

 1
 2
 3
 4

10. Are your premises currently fully utilised?

 1
 2
 3
 4

11. Are your premises adequate for future development?

 1
 2
 3
 4

12. Are costs reviewed regularly to ensure best use of resources and elimination of unnecessary expenditure?

 1
 2
 3
 4

13. Are the following reviewed and managed systematically to ensure good cash flow?

a. Stock

 1
 2
 3
 4

b. Customer debts

 1
 2
 3
 4

c. Cash/bank

 1
 2
 3
 4

d. Amounts owed to suppliers

 1
 2
 3
 4

14. Are operational fixed assets reviewed regularly for wear and tear, obsolescence and tax replacement timing? (e.g. vehicles, fixtures & fittings, computers and equipment).

 1
 2
 3
 4

15. Do you have satisfactory systems of control over the items mentioned in questions 13 and 14?

 1
 2
 3
 4

16. Do you draw up and maintain a structured and costed marketing plan?

 1
 2
 3
 4

Please record here any other key performance factors particular to your business which you feel would benefit from a review.


Business Structure and Organisation

1. Have you considered recently whether the business vehicle (sole trader, partnership, limited company, LLP) is still appropriate?

 1
 2
 3
 4

2. Does the business have a formal strategic business plan with long, medium and short term action plans, which is regularly reviewed and amended?

 1
 2
 3
 4

3. Is management information prepared regularly and promptly?

 1
 2
 3
 4

4. Is management information useful and accurate?

 1
 2
 3
 4

5. Are structures in place for reviewing business performance?

 1
 2
 3
 4

6. Are management meetings run with an agenda?

 1
 2
 3
 4

7. Are all decisions properly documented?

 1
 2
 3
 4

8. Are all directors fully aware of their duties and responsibilities under the companies act?
LIMITED COMPANIES ONLY

 1
 2
 3
 4

9. Does the management committee / board of directors contain appropriate expertise and experience for the size of the business?

 1
 2
 3
 4

10. Have you considered the appointment of a non-executive to your management committee / board of directors?

 1
 2
 3
 4

Please record any other structure or organisational issues in your business which you feel would benefit from a review.


External Factors

1. Have you considered the impact of changes in society, legislation, the economy, politics and technology on the operation and profitability of your business?

 1
 2
 3
 4

2. If you have a website, do you understand the following:

a. The opportunities and threats connected with E-Commerce and the Internet

 1
 2
 3
 4

b. The global trading potential this marketing tool provides?

 1
 2
 3
 4

3. Has an analysis of the competition been carried out to identify any opportunities or threats arising from their activities?

 1
 2
 3
 4

4. Has the market been considered to determine the scope for future growth and the likely future competitive pressures?

 1
 2
 3
 4

5. Has consideration been given to the impact of environmental legislation on the business?

 1
 2
 3
 4

6. Have you received international business enquiries?

 1
 2
 3
 4

7. Are you comfortable in dealing with all aspects of international trade and understand the ways to protect your business in international markets?

 1
 2
 3
 4

8. Have you taken steps to control information technology?

a. Back-ups and security

 1
 2
 3
 4

b. Licensed software useage

 1
 2
 3
 4

c. Virus protection

 1
 2
 3
 4

d. Upgrades and obsolescence

 1
 2
 3
 4

9. Have you taken steps to protect key products and services which are unique to your business?

 1
 2
 3
 4

Please record here any other external factors of concern to you.


Once you have submitted the form we will contact you with a FREE mini review document highlighting what we consider to be the main priorities for your business.

At this stage there will also be an opportunity to make an appointment to discuss the results and options to move your business forward with one of our partners or specialist advisers.


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