Business Diagnostic
A read from the outside, with nothing softened: where your business stands today, where you want to take it, and what’s between you and that goal. One conversation will tell you whether it’s worth taking further.
You come with a question: where to go next, what is really happening inside the company, why the plan isn’t working out. If the goal is already set, we start from it; if not, we set it together.
Then we look at the company from three sides: the numbers, the processes and the people. We gather the data, work through how things actually run and talk to the key people, so that what the reports show lines up with what is really happening.
01
What you get
A picture in the numbers
How the economics add up, where the money goes and what the company stands on today
What stands between you and your goal
Between where you are now and where you want to be
A list of strengths to build on
Right now, without waiting
A list of what is holding you back
In the order to take it on
A report in hand
The diagnosis, the priorities and the next steps: a document you can work from without us
What we do not do
- We do not perform a statutory audit and we do not issue an audit opinion: this is a management read, not a check of the accounts
- We do not implement changes inside the diagnostic: what you get is the picture and the priorities
- We do not take on work whose point is to confirm a decision already made
02
Who it is for
Owners
Weighing a scale-up, working through a hard stretch, or simply wanting a clear read on where they stand
Leaders
Wanting to aim higher, spinning your wheels on the ones you have, or new to a role and needing a baseline to start from
Finance directors and companies
Wanting an independent read on the finance function, ideas to strengthen it, or a rebuild if it’s in trouble
03
How the work goes
- 01
A 30 minute call
You describe the situation, we ask questions and say where we can be useful. Then you decide.
- 02
A proposal
Scope, timing and fees for your task.
- 03
Data and interviews
We collect the numbers, look at the processes and talk to the key people.
- 04
Report and debrief
You get the report with the diagnosis, your strengths and a recommended next step, and we go through it together.
The other two ways to work together: Fractional CFO Strategic Partner
Let us start with a conversation
A couple of lines about the company and where you want to get to. That is enough to set up a call.
Message us on TelegramWe reply within one working day. · hello@clavena.co · LinkedIn
Confidentiality
- We sign an NDA before you show us any numbers.
- We ask only for the data the task actually needs.
- We never publish client material or name clients without written consent.
- When the project ends, we return or delete the data, whichever you prefer. Deletion from backups completes within 30 days.