Flagship Advisory Diagnostic

Business Health Check™ for owners, boards and executive teams.

A structured diagnostic to identify hidden risks, inefficiencies, control weaknesses and growth barriers before they become expensive business problems.

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Business Health Check
Why It Matters

Is your business growing, or only getting bigger?

Many businesses expand in revenue, teams and operations, but silently accumulate weak controls, unclear accountability, inefficient processes, financial leakage and technology gaps.

Business Health Check™ helps leadership teams see the real condition of the business with clarity before small weaknesses become structural problems.

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Is Your Business Growing
Diagnostic Dimensions

Six areas that reveal the real health of your business.

Our diagnostic approach reviews the key dimensions that determine whether your business is resilient, controlled, scalable and ready for growth.

01

Financial Health

Cash flow, profitability, reporting quality, financial controls and decision visibility.

02

Operational Health

Process efficiency, workflow discipline, productivity and execution bottlenecks.

03

Technology Health

Systems, automation, ERP readiness, data quality and digital enablement.

04

People Health

Roles, accountability, leadership capacity, reporting lines and performance culture.

05

Governance Health

Policies, authorities, controls, oversight mechanisms and compliance discipline.

06

Growth Readiness

Scalability, risk exposure, operating maturity and transformation priorities.

Executive Diagnostic Deliverables
What You Receive

Executive diagnostic deliverables.

The outcome is not a generic report. It is a practical executive diagnostic that identifies priority risks, gaps and action areas.

Risk Indicators

Clear view of business vulnerabilities and priority risks.

Improvement Priorities

Management-ready actions by urgency and impact.

Executive Summary

Board/CXO-level insights presented in clear language.

Action Roadmap

Practical transformation and control improvement direction.

Our Process

A focused diagnostic approach.

Designed for owners and executive teams who need quick clarity without disrupting the business.

01
STEP 01

Discovery

Understand business context, pain points, leadership concerns and current growth challenges.

02
STEP 02

Review

Review documents, systems, reports, controls, workflows and operating practices.

03
STEP 03

Diagnosis

Identify risks, inefficiencies, control gaps and hidden business weaknesses.

04
STEP 04

Action Plan

Present executive findings, priorities and a practical improvement roadmap.

✓

Ideal for Growing Businesses

Especially useful where growth has outpaced systems, governance or internal controls.

✓

Useful for Owners & Boards

Gives decision-makers a clear view of what needs attention before investment or expansion.

✓

Practical, Not Academic

Focused on real business action, not theoretical consulting language.

Ready to understand the real health of your business?

Schedule a confidential Business Health Check™ discussion with The Code 66 advisory team.

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What You Receive

Clear outputs clients can understand and use.

Every The Code 66 engagement is designed to produce practical deliverables, not only advisory discussion.

Executive diagnostic report

A clear summary of what is happening, why it matters and where management should focus first.

Risk and control gap summary

Identification of weak approvals, missing controls, governance gaps and exposure areas.

Profit leakage indicators

Practical observations around cost, cash, procurement, payroll, inventory, margins and reporting.

Process and SOP weakness map

Where work is undocumented, delayed, duplicated, person-dependent or difficult to monitor.

Data, dashboard and ERP observations

Whether current systems provide reliable visibility for owners, boards and management.

90-day improvement roadmap

Prioritized quick wins, ownership, action areas and recommended implementation sequence.

Not sure which area applies to your business? Describe the problem in your own words and let The Code 66 Adviser guide you.
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Client Situations

Typical situations where The Code 66 helps.

These examples help clients connect our advisory services with real business issues.

Growing business, weak cash visibility

Situation: Sales are increasing but cash pressure remains high. We review receivables, expenses, discounts, procurement and reporting discipline.

Owner involved in every approval

Situation: Decisions are slow because authority is unclear. We design approval limits, controls, delegation and management reporting rhythm.

ERP exists but reports are not trusted

Situation: Software is implemented but dashboards and data are weak. We review data quality, process gaps, user roles and reporting design.

Common Questions

Questions clients usually ask before starting.

Is this an audit?

Not always. Some engagements are diagnostic, some are advisory, and some are assurance-focused. We first understand the business problem and then recommend the right scope.

What documents are usually required?

Depending on the scope, we may review financial reports, SOPs, organization charts, approval matrices, ERP reports, dashboards, policies, inventory reports, procurement records and management reports.

Will this disturb daily operations?

The objective is to keep the review practical and minimally disruptive. We usually work through interviews, document review, system/report review and focused discussions.

What will management receive?

Management receives clear findings, priority risks, practical recommendations, quick wins and a roadmap for implementation.

Can The Code 66 help implement the recommendations?

Yes. After the diagnostic or advisory review, implementation support can be provided for SOPs, controls, dashboards, KPIs, governance documents, ERP readiness and transformation actions.

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