FORM

Business Health Checklist

A practical guide to understanding the true health of your business

This checklist is designed to help you quickly assess where your business is strong - and where clarity, structure or advisory support could make a real difference.You don’t need to score perfectly. The goal is awareness, not perfection.

Please select an answer by clicking a response box. Click "Unsure" if the issue needs further consideration or further action.

01

Have you analysed how future changes in technology will impact your industry and business?

02

Do you know how your business’s key performance indicators compare to industry benchmarks?

03

Do you have a documented plan to grow your business?

04

Have you identified your top 5 business risks (e.g. cash flow management, loss of key customers) and how they will be managed?

05

Are you able to produce accurate financial information on your sales, costs and profit margins for each key product/service category?

06

Do you have a management and ownership succession plan in place so your business can operate without you?

07

Is your business keeping up with the changes in customer demands for your products/services?

08

Are your staff engaged to grow your business?

09

Do you have sufficient income and assets apart from your business to fund your retirement or next business venture?

10

If a trigger event (ill health, relationship breakdown, death/TPD) were to occur are your personal, family and business assets protected?

RESULTS

What your results mean

Your foundations are strong. Advisory support can help refine, optimiseand future-proof your position.

Next Steps

If this checklist raised questions or confirmed what you already felt, that’s a good thing.

At Vitas Advisory, we help business owners move from uncertainty to clarity through practical, advisory-led accounting.

Book a discovery call

RESULTS

What your results mean

You’re likely doing well - but leaving value, clarity or confidence on the table.

Next Steps

If this checklist raised questions or confirmed what you already felt, that’s a good thing.

At Vitas Advisory, we help business owners move from uncertainty to clarity through practical, advisory-led accounting.

Book a discovery call

RESULTS

What your results mean

You’re not alone. Many capable business owners reach this point before seeking proactive support.

Next Steps

If this checklist raised questions or confirmed what you already felt, that’s a good thing.

At Vitas Advisory, we help business owners move from uncertainty to clarity through practical, advisory-led accounting.

Book a discovery call
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