The Strategic Diagnostic

A structured health check for business owners who want to know exactly where they stand.

Most business owners have a sense of where the gaps are. The Strategic Diagnostic is designed to make that honest — and actionable.

Over two to three weeks, we conduct a structured assessment of your business across the areas that matter most to buyers, investors, and anyone evaluating long-term value. The output is a clear, prioritised memo that tells you what's working, what's not, and where to focus first.

It's not a polished strategy document. It's a clear-eyed diagnosis — conducted with the rigour of a pre-sale due diligence review, without the pressure of an actual sale.

What we look at

Business strategy

How clearly defined is your market position? Where do you genuinely differentiate, and where are you exposed?

Growth and revenue

What's driving revenue today, what's at risk, and where are the highest-leverage growth opportunities?

Leadership and organisation

How dependent is the business on you personally? Is the team structured to scale without you?

Operational cadence

Does the business run with consistency and discipline — or does execution rely on heroics?

Reporting and metrics

Do you have the financial and operational visibility to make confident decisions — and to satisfy a sophisticated buyer?

Sale readiness

Viewed through the lens of a buyer or investor — where does the business stand today, and what would need to change to command a premium?

What you get

A short, written Diagnostic Memo covering:

Current state assessment across all six areas
Key risks — the things that would concern a buyer today
Key opportunities — where the value is waiting to be unlocked
Short-term priorities — a focused agenda to act on immediately

Where a deeper engagement is warranted, the Diagnostic feeds directly into a Value Creation Program — a structured plan to close gaps, build enterprise value, and ensure the business is genuinely transaction ready when the time comes.

What it's not

A full strategy engagement. A deep audit. A formal valuation. Or an open-ended process with no clear finish line.

The Strategic Diagnostic has a defined scope, a defined timeline, and a defined output. You know what you're getting before we begin.

Typical engagement

Duration:
2–3 weeks
Format:
Structured sessions with you and key people, review of relevant data and reports, observation of key operating meetings
Output:
Written Diagnostic Memo + Phase 2 recommendations where relevant

Ready to find out where your business really stands?

The Strategic Diagnostic starts with a short briefing form — designed to give us a clear picture of your business before we speak. It takes around ten minutes to complete and ensures our first conversation is focused and valuable from the outset.