Find out what your numbers are really telling you.
Most business owners know when something needs attention.
Cash feels tight.
Reports are not giving clear answers.
Growth is creating pressure.
Investment conversations are getting closer.
Exit or succession is somewhere on the horizon.
The challenge is knowing where to start.
Leask Advisory Solutions’ assessments help owner-managed, growth and international businesses identify the finance, cashflow, reporting, value or readiness issues that may need attention.
They are designed to help you step back, ask better questions and understand whether your business needs deeper senior finance support.
You cannot fix what you cannot see clearly.
Many finance problems do not start as obvious crises. They show up slowly.
The business is busy, but cash still feels tight.
The reports are produced, but decisions still rely on instinct.
The business is growing, but controls and systems are stretched.
The owner wants more freedom, but too much still depends on them.
Investment or exit feels possible, but the numbers may not yet stand up to scrutiny.
An assessment helps you pause and look at the business through a clearer finance lens.
It will not replace a proper advisory conversation. But it can help you understand:
Where pressure is building
You can spot risks before they become urgent.
What information is missing
You can see where reports, forecasts or controls may need to improve.
Whether the business is decision-ready
You can assess whether the numbers support better commercial choices.
What may be holding back value
You can identify issues that may affect future sale, succession or investment.
Whether senior finance support may help
You can decide whether a Fractional CFO or strategic finance adviser would add value.
Start with the question that matters most right now.
Each assessment contains 12 questions, takes approximately three minutes and gives you an immediate result. Contact details are not required to complete an assessment.
Business Value Assessment
A business can grow in turnover and still fail to grow in value. The Business Value Assessment helps you look at the factors that may be strengthening or weakening your business value.
Best for: Owners who want to build a stronger, more valuable and transferable business.
Investment Readiness Assessment
Best for: Growth businesses preparing for funding, investor scrutiny or due diligence.
What it helps you understand: Whether your numbers, forecasts and reporting are ready for investment conversations.
UK Expansion Finance Readiness Assessment
Best for: International businesses entering, establishing or growing UK operations.
What it helps you understand: Whether your UK finance, governance and reporting foundations are strong enough.
Cashflow Clarity Assessment
Best for: Businesses that are profitable but still feel cash-constrained.
What it helps you understand: Where cash pressure may be coming from and what needs closer attention.
Exit Readiness Assessment
Best for: Owners thinking about sale, succession, handover or stepping back.
What it helps you understand: Whether the business is becoming more independent, visible and transferable.
Simple questions. Clearer insight. Practical next steps.
Choose the right assessment
Start with the issue that feels most important: cashflow, value, investment, UK expansion or exit.
Answer the questions honestly
Choose the answers that reflect the business today. The value is in clarity, not perfect answers.
Review what it reveals
Use the immediate result to understand what may need attention and whether a conversation with Julia would be useful.
The assessments are not designed to diagnose everything. They are designed to help you ask better questions and spot where senior finance support may help you make progress.
You choose the next step.
An assessment may confirm that you already have good control. It may show that one specific area needs attention. Or it may reveal that the business would benefit from deeper strategic finance support.
You have good visibility
Use the assessment to keep improving routines, reporting and decision-making.
One area needs attention
Review the relevant guide, checklist or service page and decide what can be strengthened internally.
Several issues are connected
Book a conversation with Julia to understand what should be prioritised and whether deeper strategic finance support may help.
Helping advisers spot when clients may need senior finance support.
Assessments can also help accountants, bookkeepers, outsourced finance providers and professional partners identify when a client’s needs may have moved beyond the current scope.
They can be useful conversation starters when a client is struggling with cashflow, planning investment, preparing for exit, growing internationally or asking questions that need CFO-level support.
Start with the assessment that matches your biggest finance question.
You do not need to solve everything today.
Start by getting clearer on what your numbers, systems, cashflow or future plans are really showing you.
And if the assessment highlights something that needs deeper support, Julia can help you understand what to do next.