Palmer Checklist

 
MICHAEL PALMER CONSULTING YOUR BUSINESS FINANCIAL HEALTH CHECK IDEAL SCENARIO
    YES NO YES NO
1 Do you have any financial goals – turnover, profit, timeline, your own compensation?     Yes  
2 Are you happy with your current business performance?     Yes  
3 Is there a gap between your current business financial situation and your
desired situation – think ROI; the hourly rate you pay yourself; etc.
      No
4 If so, do you have a written down plan / strategy to overcome that gap?     Yes  
5 Do you have a cash management system in operation in your business?     Yes  
6 If so, does it provide you with enough information to ensure you don’t have cashflow challenges?     Yes  
7 Is your business currently profitable?     Yes  
8 If so, is this level of profit satisfactory for you?     Yes  
9 Does it provide you with a satisfactory return on investment?     Yes  
10 Do you receive business financial reports monthly or quarterly?     Yes  
11 Do you spend more than 5 minutes reviewing them?     Yes  
12 If you had to sell your business today, does it have a market value?     Yes  
        Yes  
SHOULD YOU WISH TO DISCUSS YOUR BUSINESS FINANCIAL SITUATION AND GET HELP TO ANSWER THE QUESTION “WHERE TO FROM HERE?” Please contact Mike Palmer at [email protected]

Call Us on 0414 643 771 or Email Us Below

Home Form
Time limit exceeded. Please complete the captcha once again.
Michael Palmer Consulting