BUSINESS AUDIT

Know what’s working. Identify what’s exposed. Know what to fix next.

Your business may be doing well. But that doesn’t necessarily mean everything behind it is working well. As your business grows, the structure, relationships, processes and decisions that once worked can start creating gaps you don’t see. The Business Audit takes a closer look at your business so you can understand where you are now, what needs attention and what you should prioritize next.

YOU’VE BEEN BUSY BUILDING THE BUSINESS.

When was the last time you actually stopped to examine it?

Most business owners don’t have time to step back and look at the business as a whole.

You’re serving clients.
Managing people.
Making decisions.
Chasing opportunities.
Solving problems.

And because you’re so close to the business, it’s easy to miss what’s happening underneath the surface.

You may have:

Outdated agreements
Informal business arrangements
Unclear responsibilities
Gaps in your business structure
Too much knowledge sitting with one person
Growing risks you haven’t addressed
New opportunities you’re not fully prepared for
Areas of the business that have simply outgrown the way you originally set them up

The Business Audit helps you see the bigger picture.

WHAT WE LOOK AT

The audit looks at your business through three core lenses:

1. BUILD IT

Is your foundation still working for the business you’ve become?

We look at your business structure, ownership, governance, registrations, licences and foundational documentation.

2. PROTECT IT

Where could your business be exposed?

We examine key business relationships, contracts, payment and commercial risks, informal arrangements and areas of vulnerability.

3. GROW IT

Is your business prepared for where you’re going?

We look at your growth plans, people, capacity, expansion, owner dependency, continuity and the changes your next stage may require.

THIS ISN'T A CHECKLIST

It’s a strategic look at your business.

The goal isn’t to give you a 50-page report filled with things you should fix someday. The goal is to identify what actually matters right now. We’ll separate the findings into:

🔴 PRIORITY
Things that need your attention.

🟡 IMPORTANT
Things you should address as you move forward.

🟢 OPTIMIZE
Things that can strengthen an already functioning business.

You’ll know what needs to happen first and what can wait.

HOW THE BUSINESS AUDIT WORKS

01 — PRE-AUDIT QUESTIONNAIRE

Before we meet, you’ll complete a detailed questionnaire about your business, how it operates, where it’s going and where you believe the gaps may be.

02 — BUSINESS & DOCUMENT REVIEW

I’ll review the information and relevant business documents within the agreed scope to identify gaps, risks and areas that require closer attention.

03- 90 to 120 MINUTE AUDIT SESSION

We’ll sit down for a focused working session to examine the business, discuss what I’m seeing and explore areas that require more context.

04 — BUSINESS AUDIT REPORT

You’ll receive a clear assessment of the key findings, not just a list of problems, but an explanation of what they mean for your business.

05 — PRIORITY ACTION PLAN

Your findings will be organized by priority so you know where to focus your time, attention and resources.

06 — 90-DAY BUSINESS ROADMAP

You’ll leave with a practical 90-day roadmap outlining the key actions to take next.

07 — FINAL REVIEW CALL

We’ll meet again to review the findings, answer questions and make sure you’re clear on your next steps.

WHAT YOU RECEIVE

Your Business Audit includes:

Pre-Audit Business Questionnaire
Business & Document Review
90–120 Minute Audit Session
Business Audit Report
Risk & Readiness Assessment
Priority Action Plan
90-Day Business Roadmap
Final Review Call

WHO IS THIS FOR?

The Business Audit is designed for established and growing businesses, not just businesses that are struggling.

It may be right for you if:

Your business has grown significantly since you started it
You’re taking on larger clients or contracts
You’re hiring or preparing to hire
You’re considering expansion
Your business structure hasn’t been reviewed in years
You know there are gaps but don’t know where to start
Too much depends on you personally
You’ve never had someone independently examine the business as a whole
You’re preparing for a major change or next stage

You don’t have to be in trouble to need an audit.

Sometimes the best time to examine your business is before something goes wrong.

WHAT HAPPENS AFTER THE AUDIT?

The Business Audit is a standalone service.

Once we’ve identified what’s happening inside your business, you decide what happens next.

You may choose to implement the recommendations yourself.

You may need specific professional services.

Or you may decide you want ongoing support through Protection Partner or Growth Partner.

The audit gives you the clarity to make that decision from an informed position.

The audit begins once your questionnaire, required documents and payment have been received.

Investment: $2,750.00 BDS | Timeline: 2-3 weeks