SourceHidden 2Hidden 3Email Header<p>Thank you for taking the time to complete the Profit & Value Healthcheck</p><p>Your individual report is compiled in the PDF attached.</p>Email Footer<p>Many thanks,</p><p><strong>Growing Your Numbers</strong><br>Phone: 0203 475 3313<br>Email: hello@growingyournumbers.com<br>20-22 Wenlock Road, London, N1 7GU<br> </p>Growth PotentialAvailable values for Topic 1Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Would you like help to increase your profitability, improve cash flow and grow the value of your business, (whilst reducing stress and improving your work/life balance)?*I don’t want help to grow or increase profits or cash, I am happy with everything as is.My business is not where I want it to be, practical help and support will be very welcome.I am generally happy, but always keen to know how we could improve profits or cash flow.We are knocking it out of the park, but there is always scope for improvement, how could you help?This field is required.Exit PlanningAvailable values for Topic 2Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. When do you review plans regarding the nature and timing of your exit from your business, and given it typically takes at least 5 years to prepare for a successful sale, do you need help in this area?*I have no plans to exit and no desire to think about succession or putting in place plans for the future.I know at some point I will have to stop, beyond that I have not given it any thought.We gave this some thought when we started, but we haven't reviewed plans recently.I have engaged specialist advisors and we regularly review all aspects of our Exit Preparations.This field is required.Profit and CashAvailable values for Topic 3Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Is your profitability and cash flow management as tight as a drum, or is there a risk profit and cash is leaking as if from a leaky bucket, and would you and your business benefit from improved cash flow (and increased profitability)?*Cash flow is extremely stressful, please help me identify ways to solve this this problem.I don't fully understand the cash flow cycle nor how to improve it, any help would be appreciated.We track and report key cash flow drivers regularly, but any help to improve would be great.We are totally on top of cash flow and working capital management with no scope for improvementThis field is required.ForecastingAvailable values for Topic 4Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. How robust is your financial planning? Do you systematically forecast Profit and Loss, Cash Flow, Balance Sheet and the projected future value of your business and track Performance vs Forecast?*We don’t have a plan, we run the business based on what is in the bank on a day to day basis.We have a plan but nothing that could be called a robust forecast that includes cash flow projections.We have a Sales Forecast, but this is not reviewed systematically as part of our management process.We use a highly detailed Five-Year, Three-Way Financial Forecast to manage the business.This field is required.Strategic Tax PlanningAvailable values for Topic 5Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Have you had a proper review of your personal plans for the future and explored the scope to plan and reduce your future tax liabilities by using legitimate strategies?*I take one day at a time and don’t plan at a personal or a business level, let alone do tax planning.I didn't know there was such a thing as long term tax planning, what is it?I've been told some tax strategies must be in place for years to be effective, but never investigated.We review our personal and business tax plans and mitigation strategies at least annually.This field is required.Performance ReviewAvailable values for Topic 6Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Do you regularly review your Key Business Growth Drivers (KPIs) to establish what is working, what is not working, and strive to systematically improve all business growth drivers?*The closest we get to a financial performance review is checking the bank statement.We look at revenue, profit and overheads, but what are the Business Growth Drivers?We have management meetings, but don’t systematically review financial performance or KPIs.We meet at least monthly and review all KPIs as part of our regular management meetings.This field is required.Business EducationAvailable values for Topic 7Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Have you and your management team received Financial Management, Business Growth and Exit Planning training/education to ensure 'Management' make financially sound decisions?*No formal training, everything I have learnt has been on the job and that is good enough for me.We sometimes attend the occasional seminar or webinar, but nothing formal or systematic.Some of our team have received some training, but I am not sure how detailed or relevant it was.All key Managers receive comprehensive management training/education.This field is required.Systems & ProcessAvailable values for Topic 8Simply count the total number of values someone can possibly achieve. Include all questions from this topic into one score. Systems and Processes are critical for effective management control and are especially important in regards to bookkeeping, credit control, finance and business management - how robust are yours?*We have no systems or processes, our people just do things the way they think they should be done.Everything we do is documented and we regularly review and work to improve our processes.We have systems, but nothing written down, we expect people to use their common sense.Some of our systems and processes are documented, but they are not systematically reviewedThis field is required.In a couple of words, what's your biggest financial freedom based goal over the next 12 months?*E.g. doubling my revenue This field is required.In a few words, please explain why you want to achieve the goal of ""?*E.g. Spend more time with my children This field is required.Final Details*One final step before we email you through your PDF report which includes: Your score... Your key areas of improvement Quick suggestions to improve each key areaYour personalised report will be emailed to you along with relevant tips supporting your score. View our Privacy Policy * Last * * Company Name * This field is required.Identify the lowest topic numberDo not edit me. Showing the {N} lowest Key Areas of Improvement LOWEST(N) ~> LOWEST(2) HIGHEST(N) ~> HIGHEST(2) AND Check to is Total number of Highest / Lowest keys wanted to show on Appearance tab OR: use MIN / MAX and check to is Identify the lowest topic number on Appearance tab Topic 1 GapDo not edit me. Topic 2 GapDo not edit me. Topic 3 GapDo not edit me. Topic 4 GapDo not edit me.Topic 5 GapDo not edit me.Topic 6 GapDo not edit me.Topic 7 GapDo not edit me.Topic 8 GapDo not edit me.Topic 1 Yes Most ImportantDo not edit me Topic 2 Yes Most ImportantDo not edit me Topic 3 Yes Most ImportantDo not edit me Topic 4 Yes Most ImportantDo not edit me.Topic 5 Yes Most ImportantDo not edit me.Topic 6 Yes Most ImportantDo not edit me.Topic 7 Yes Most ImportantDo not edit me.Topic 8 Yes Most ImportantDo not edit me.AI_GeneralSummaryAI_TopStrengthAI_KeyAreaOfImprovementAI_RecommendedServiceTopic 1 Key Area of Improvement<p class="topic-title"><strong>Growth Potential</strong></p><p>Increasing profits, improving cash flow, and boosting the overall value of your company is just common sense, even if you are not driven by an overwhelming urge to grow your business. </p><p>By focusing on key performance indicators (KPIs) and making continual, seemingly insignificant improvements, growth can be astounding. To grow, all you need to do is understand your key business growth drivers and continuously make small, incremental improvements. </p><p>Regularly review your financial data, seek practical help when needed, and always look for new opportunities to improve. </p><p>Remember, improved financial performance gives you financial freedom, freedom to sort out your work-life balance, and ensures you enjoy a stress-free work/life balance.</p>Topic 2 Key Area of Improvement<p class="topic-title"><strong>Exit Planning</strong></p><p>Planning is critical in business, but it is especially important when it comes to preparing yourself and your business for a successful exit. Bear in mind, 50% of owners are forced to exit early and at a time not of their choosing, and it typically takes at least 5 years to prepare for a successful sale.</p><p>Think about your long-term goals and start planning early. </p><p>Regularly review progress versus plan, update your exit plan regularly, and talk to specialists such as wealth planners and tax advisors. This increases your chances of a pain-free, profitable exit, ensuring all your hard work pays off with no unpleasant surprises at the end. </p><p>Preparing early ensures you maximise your potential valuation, avoid paying too much in tax, and enhance your business's attractiveness in the eyes of potential buyers.</p>Topic 3 Key Area of Improvement<p class="topic-title"><strong>Profit and Cash</strong></p><p>Cashflow management is the most important factor for business survival, followed by profitability. Without adequate cash flow, businesses fail, even those that are profitable.</p><p>To make improvements, you must understand your cash flow cycle, track the critical cash flow drivers, and continually strive to make improvements.</p><p>Regularly review your financial statements and set targets for creditors, debtors, stock, and work-in-progress, and seek help before cash flow becomes problematic.</p><p>Effective cash flow management calls for robust systems and processes, but more than that, your business fundamentals have to be right and you have to make sufficient profit on each sale for long-term success.</p>Topic 4 Key Area of Improvement<p class="topic-title"><strong>Forecasting</strong></p><p>This can be likened to having sat nav; you need a plan for where you want to get to and you need to know where you are versus your plan, so you can quickly act and get back on track if or when you get knocked off course. </p><p>Your forecast should project not only profit and loss but also include cash flow and balance sheet. Without this, you have no plan, and you are largely in the dark. </p><p>Regularly comparing your actual performance against a robust forecast allows you to make informed decisions, allocate resources effectively, and reduce risks by responding quickly to unforeseen challenges. </p><p>Remember, a failure to plan is a plan to fail, and none of us got up this morning planning to fail.</p>Topic 5 Key Area of Improvement<p class="topic-title"><strong>Strategic Tax Planning</strong></p><p>Everyone pays tax, but no one needs to tip the tax authorities. However, without effective tax planning, especially in relation to an exit, you will inevitably pay more than you need to in tax, and you will have to work longer and grow your business value by more than necessary just to fund your long-term goals.</p><p>We all expect our accountant to advise on tax. Ironically, most accountants are not experts when it comes to the tax laws related to business exits, and short-term plans to minimise your tax liability are likely to cost you dearly in the medium to long term if you don’t get expert advice.</p><p>Tax planning helps you avoid costly mistakes and ensures you don’t pay over the odds by taking advantage of the myriad of totally legitimate, but complex tax reliefs and allowances.</p>Topic 6 Key Area of Improvement<p class="topic-title"><strong>Performance Review</strong></p><p>Regular performance reviews help you understand what is working and what isn’t in your business, but only if you track and review the right information—your critical business growth drivers (or KPIs). </p><p>Have clear goals and set targets for improvement, and regularly look for strategies you can implement to grow sales, increase profit, improve cash flow, enhance the value, and increase the resilience of your business.</p><p>Your management pack should be key to the management of your business, looking not just at financial metrics but also including other factors such as customer satisfaction, employee engagement, and operational efficiency.</p><p>Clear goals and monitoring progress keep everyone focused on what matters, contributing to a drive for continuous improvement and your financial security and success.</p>Topic 7 Key Area of Improvement<p class="topic-title"><strong>Business Education</strong></p><p>You can never know what you don’t know. That’s why continuous professional development for you and your management team is crucial. This ensures you and your team are equipped to make superior, better-informed decisions to keep you and your business on track for success. </p><p>Your accountant should support you with training, education, and support to help you fully understand both how to grow a successful business, and how effective financial management and control are critical. </p><p>Why? Because an educated management team is better equipped to navigate challenges and quickly capitalise on opportunities, increasing your chances of both short-term and long-term success. </p><p>Remember, investing in education is investing in your future.</p>Topic 8 Key Area of Improvement<p class="topic-title"><strong>Systems & Process</strong></p><p>Robust systems and repeatable processes are critical if you want a business that is both easy to manage and to scale. </p><p>If you rely on people knowing what to do and how to do it, without it being written into a procedure, you don’t have effective systems and processes. </p><p>The only way to achieve continual improvement is to have a process and continually strive to find ways to do things better. This is how the tyre change in Formula 1 racing was reduced from minutes to as little as 2.5 seconds. Encourage a culture of continuous improvement and make sure your team follows your documented procedures. </p><p>Remember, a business without solid processes is like a ship without a compass.</p>CTA for PDF report and Email Notification<p>Just by answering these questions, you have started to think about the potential ways to improve your business profit and value.</p><p><a href="https://growingyournumbers.as.me/GYNDiscoveryCall">Book your free 15-minute discovery call</a> to discover how we can help you take your business to the next level.</p>Topic 1 Detailed Text for 0-33%<p>d</p>Topic 1 Detailed Text for 34-66%<p>d</p>Topic 1 Detailed Text for 67-100%<p>d</p>Topic 2 Detailed Text for 0-33%<p>d</p>Topic 2 Detailed Text for 34-66%<p>d</p>Topic 2 Detailed Text for 67-100%<p>d</p>Topic 3 Detailed Text for 0-33%<p>d</p>Topic 3 Detailed Text for 34-66%<p>d</p>Topic 3 Detailed Text for 67-100%<p>d</p>Topic 4 Detailed Text for 0-33%Topic 4 Detailed Text for 34-66%Topic 4 Detailed Text for 67-100%Topic 5 Detailed Text for 0-33%Topic 5 Detailed Text for 34-66%Topic 5 Detailed Text for 67-100%Topic 6 Detailed Text for 0-33%Topic 6 Detailed Text for 34-66%Topic 6 Detailed Text for 67-100%Topic 7 Detailed Text for 0-33%Topic 7 Detailed Text for 34-66%Topic 7 Detailed Text for 67-100%Topic 8 Detailed Text for 0-33%Topic 8 Detailed Text for 34-66%Topic 8 Detailed Text for 67-100%Topic 1 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic. Topic 2 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic. Topic 3 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic. Topic 4 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.Topic 5 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.Topic 6 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.Topic 7 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.Topic 8 %Please only change (edit, add remove) the + part, with the XXX referring to each of the field IDs in the questions in this topic.Testimonial 1<p><i>Testimonial here</i></p><p>- Person's name and Business</p>Testimonial 2<p><i>Testimonial here</i></p><p>- Person's name and Business</p>Overall Total NumberAdd in ALL questions below. This will simply add up all questions and give a total number of points for all. Overall Current PercentageCreation note: Change "40" to the number of total points available in this quiz. E.g. Total of 6 questions is 4x6 = "24". Total of 8 questions is 4x8 = "32". etc All topics have 100% scored - MessageDont change Label Final score is LowDo not edit me. Final score is MediumDo not edit me. Final score is HighDo not edit me. Key Area(s) of Improvement TitleLowest Scoring Topic TitleHighest Scoring Topic Title