Financial planning self-assessment

Your Financial Health
Self-Assessment

Get your Business Financial Health Score with a letter grade across 6 categories and capital-readiness next steps.

8–10 minutes
30 questions · 6 categories
Downloadable PDF report
Contact details shared only after consent

Educational results appear after contact details and consent.

What We'll Measure

Business Foundations

Legal structure, banking, insurance, business plan

Cash Flow Management

Reserves, receivables, forecasting, bill payment

Profitability & Revenue

Margins, growth, pricing, budgeting

Debt & Financing Access

Credit, SBA loans, business financing history

Financial Planning

Goals, retirement, advisors, succession

Bookkeeping & Records

Reconciliation, software, financial statements

Preferred capital-review partner

AmPac Business Capital
Prepare an Application Profile, attach requested documents, and ask what capital paths may fit.