Small business owners often ask a simple question, is the business healthy, and get a long list of opinions in return. This template turns a health check into a short report: a snapshot with three headline figures, what already works, what to fix in order, three priorities and where to get support. Each finding states what was seen, the evidence behind it and why it matters.

The sample is for Jasperfield Group, a fictional small firm with £2.4M revenue, six crews and a 58-day collection period against a 45-day target. Its findings, ratings and values are sample data. Replace them with your own evidence, rate each finding honestly, and keep the three priorities that you can fund this year.