PROACTIVE ASSESSMENT TOOL
Client Financial Health Scorecard
Identify financing needs 3-6 months before crisis hits. Complete this 5-minute assessment to uncover opportunities and risks in your client's business.
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Cash Flow Health
How many days of operating expenses does the business have in cash?
What's the average time to collect receivables?
How predictable is monthly revenue?
Revenue & Growth
Year-over-year revenue trend?
Customer concentration risk (% from top client)?
Gross profit margin trend (last 12 months)?
Debt & Obligations
Debt service coverage ratio?
Current credit line utilization?
Payment history on existing obligations?
Operations & Risk
Inventory turnover (if applicable)?
Age of critical equipment/technology?
Vendor payment terms status?
Forward Looking Indicators
Next 6 months outlook for the business?
Any major expenses coming in next 90 days?
Owner's personal credit score?
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Health Score
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