Tier 1 · Entry-Level Engagement

Business Health Audit

A comprehensive assessment of your business across four dimensions — financial performance, operational efficiency, revenue drivers, and strategic positioning. You leave with a prioritized action plan, not vague advice.

Fixed FeeEngagement Type
8–12 hrs Engagement Time
4 Dimensions Assessed
5–10 Prioritized Actions

Overview

What Is This Engagement?

Most small business owners are too close to their own operation to see it clearly. They know something is off — margins feel thin, growth feels slow, certain functions feel chaotic — but they cannot pinpoint what to fix or where to start.

The Business Health Audit is a structured, MBA-level assessment that gives you that clarity. I evaluate your business across four dimensions — financial performance, operational efficiency, revenue drivers, and strategic positioning — and deliver a prioritized action plan that tells you exactly where to focus first.

This is the ideal starting point if you have never had outside eyes on your business, or if the feedback you have received was too vague to act on. Most clients walk away saying it is the clearest picture they have ever had of their own business.

What You Receive

Your Deliverables

📊

Written Assessment Report

A professionally formatted document covering all four business dimensions with objective findings, benchmarks where applicable, and clear language — no jargon.

🎯

5–10 Prioritized Recommendations

A ranked action list with specific next steps, owner assignments, and expected impact. You will know exactly what to do Monday morning.

🤖

AI & Automation Quick-Wins

Every audit includes identification of AI tools and automation opportunities specific to your business — areas where you can save hours per week with minimal investment.

📞

1-Hour Debrief Call

We walk through findings together. You ask every question. You leave with full clarity on the path forward.

How It Works

The Four Dimensions

1

Financial Performance

Revenue trajectory, gross and net margins, cost structure, cash flow patterns, and key financial ratios. We establish whether the business is financially healthy — and why.

P&L · Cash Flow · Unit Economics
2

Operational Efficiency

Where time is wasted, which processes are broken, where you are over or under-resourced. We identify the friction points dragging down productivity and profitability.

Workflow · Staffing · Systems
3

Revenue Drivers

What is actually driving your sales — and what is not. Customer concentration, pricing structure, sales process, and pipeline health. We identify your most profitable segments.

Sales · Pricing · Customer Mix
4

Strategic Positioning

How you stack up against competitors, where you are differentiated, and whether your current strategy matches market conditions. We surface the risks most owners are not seeing.

Competitive · Market · Differentiation

Is This Right for You?

Strong Fit If…

  • You have been in business 1–10+ years but have never had an outside expert assess your operation
  • Revenue is stable or growing but profitability feels lower than it should be
  • You have a gut sense something is wrong but cannot pinpoint what
  • You are considering a major hire, new service line, or growth push and want clear footing first
  • You have received advice before but it was too generic to act on
  • You are evaluating AI tools but do not know where to start

Internal Reference — SOP

This section is restricted to Belfield Advisory internal use only.

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Standard Operating Procedure
Internal use only · Stephen M. Bevilacqua · Belfield Advisory Solutions

Phase 1 · Pre-Engagement

  • Send engagement confirmation and pre-work intake questionnaire
  • Request: last 2–3 years P&L, most recent balance sheet, current pricing sheet
  • Schedule kickoff call within 3 days of signed agreement
  • Review all submitted materials before kickoff

Phase 2 · Discovery Call (60 min)

  • Walk through intake questionnaire; probe flagged areas
  • Ask the 4-Dimension diagnostic questions for each area
  • Identify which dimensions are most critical for this client
  • Confirm scope, deliverable format, and timeline

Phase 3 · Analysis (5–8 hrs)

  • FINANCIAL: Calculate gross margin %, net margin %, YoY revenue growth, cash conversion cycle
  • OPERATIONAL: Map core workflows; identify bottlenecks and redundancies
  • REVENUE: Assess customer concentration risk; evaluate pricing vs. value delivered
  • STRATEGIC: Research 2–3 competitors; note positioning and differentiation
  • AI SCAN: Cross-reference current tech stack against AI opportunity matrix
  • COMPILE: Draft 5–10 recommendations; rank by impact/effort matrix

Phase 4 · Report Writing (2–3 hrs)

  • Executive Summary: 1 page, 3–5 key findings, overall health rating (1–5 scale)
  • Section for each of the 4 dimensions: Findings → So What → Recommendation
  • AI & Automation section: list 3–5 specific tools with ROI rationale
  • Prioritized Action Plan: table format, ranked 1–10 with Owner, Timeline, Impact
  • Proofread for jargon — every sentence must be understood by a non-financial reader

Phase 5 · Debrief Call (60 min)

  • Send report 24 hours before the call so client can review
  • Start: "What stood out? What surprised you?"
  • Ensure client leaves with clarity on the top 3 actions
  • Note any follow-on Tier 2, 3, or 3.5 potential
  • Send follow-up email within 24 hours summarizing top 3 priorities
Tools: Google Drive · Calendly · Notion or ClickUp · Claude AI · Canva · Zoom

Ready to Get Started?

Every engagement begins with a free 30-minute discovery call — no commitment, just clarity.

Book a Free Discovery Call Back to Home