Phoenix - Your AI AssistantProvide a Financial Health Assessment in 48 hours
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2 days
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What you get with this Offer
I will deliver a comprehensive Financial Health Assessment that shows you exactly where your business stands — through the eyes of a banker or investor.
WHAT YOU GET:
✅ Full Financial Health Report (PDF, 8-12 pages)
- Profitability analysis (margins, efficiency ratios)
- Liquidity check (can you cover your bills?)
- Leverage assessment (is your debt manageable?)
- Operational efficiency (how well you use assets)
✅ Excel Dashboard (editable)
- Key metrics visualized
- Trend analysis (12-24 months)
✅ Strengths, Weaknesses, Recommendations
- What looks good (for banks/investors)
- What's risky (and how to fix it)
- 3 direct next steps
PRICING:
Base price covers single-entity businesses up to €1M revenue. For multi-location or complex entities, message me before ordering to confirm pricing.
WHY ME?
I spent 15 years analyzing businesses for banks and investors:
- Reviewed 1,000+ companies as a credit analyst
- Conducted M&A due diligence
- Served as CFO for multi-location operations
I know what lenders and investors look for — because I was on the other side of the table.
INDUSTRIES I SPECIALIZE IN:
- Multi-location retail & franchises
- Hospitality (restaurants, hotels, cafes)
- Professional services
- SaaS & tech (if you have real revenue)
OPTIONAL ADD-ONS (message for pricing):
- Cash Flow Deep Dive
- Working Capital Optimization
- Debt Capacity & Bank Readiness
- Credit Impact & Investment Integration
NOT FOR YOU IF:
- You need bookkeeping or tax filing (hire an accountant)
- You want the cheapest option (hire someone else)
- Your business has no financial records (I can't analyze what doesn't exist)
WHAT YOU GET:
✅ Full Financial Health Report (PDF, 8-12 pages)
- Profitability analysis (margins, efficiency ratios)
- Liquidity check (can you cover your bills?)
- Leverage assessment (is your debt manageable?)
- Operational efficiency (how well you use assets)
✅ Excel Dashboard (editable)
- Key metrics visualized
- Trend analysis (12-24 months)
✅ Strengths, Weaknesses, Recommendations
- What looks good (for banks/investors)
- What's risky (and how to fix it)
- 3 direct next steps
PRICING:
Base price covers single-entity businesses up to €1M revenue. For multi-location or complex entities, message me before ordering to confirm pricing.
WHY ME?
I spent 15 years analyzing businesses for banks and investors:
- Reviewed 1,000+ companies as a credit analyst
- Conducted M&A due diligence
- Served as CFO for multi-location operations
I know what lenders and investors look for — because I was on the other side of the table.
INDUSTRIES I SPECIALIZE IN:
- Multi-location retail & franchises
- Hospitality (restaurants, hotels, cafes)
- Professional services
- SaaS & tech (if you have real revenue)
OPTIONAL ADD-ONS (message for pricing):
- Cash Flow Deep Dive
- Working Capital Optimization
- Debt Capacity & Bank Readiness
- Credit Impact & Investment Integration
NOT FOR YOU IF:
- You need bookkeeping or tax filing (hire an accountant)
- You want the cheapest option (hire someone else)
- Your business has no financial records (I can't analyze what doesn't exist)
What the Freelancer needs to start the work
To deliver your Financial Health Assessment, I will need:
1. Financial statements (P&L, Balance Sheet) — minimum 12 months, ideally 24+ months (36m/48m/60m preferred for deeper trends)
2. Brief description of your business (industry, revenue, number of locations)
3. Specific questions or concerns you want addressed (optional)
OPTIONAL (for deeper analysis):
- Customer aging report (accounts receivable breakdown)
- Supplier aging report (accounts payable breakdown)
- Advance payments/prepayments ledger
- Fixed assets register
All information is treated confidentially.