The advisory gap
Most advisory firms face the same constraint. You know your SME clients have gaps in their finance function, founder dependency, or cash planning. Surfacing those gaps consistently, across a full client base, takes time your team doesn't have.
Advisory conversations start from instinct rather than evidence. Recommendations land softer. Pricing follow-on work becomes guesswork when the baseline doesn't exist.
How it works for your firm
Your client completes a diagnostic
Send them a link. They answer structured questions about their finance function, founder dependency, or cash resilience. It takes 5 to 15 minutes, no preparation needed.
You receive a scored report
A scored breakdown by pillar, with specific findings and priority areas. Delivered through a secure share link.
You lead the advisory conversation
Walk into the meeting with evidence your client has already validated. The report gives you a structured agenda, concrete findings, and a basis for pricing follow-on work.
What your clients see
Your client sees a structured, professional diagnostic. The language is clear, the questions are specific, and the format is designed to surface operational detail rather than generic self-assessment.
On completion, they receive a scored report showing where they stand across each pillar. They can share this with you directly through a secure link. It positions your firm as the practice that uses proper tools, not the one asking the same questions every other adviser asks.
Professional credentials
Dr Richard Jones, EdD, FCMA, FIOD
CIMA practice certificate
Chartered management accountant with current practising status.
Doctoral research
EdD focused on succession planning in owner-managed businesses.
20 years in owner-led businesses
CFO and M&A advisory across the £1m to £50m range. Technical controller for Block's £29bn acquisition of Clearpay UK.
Get started
Start with a 15-minute call. No pitch, no proposal. I'll walk through how the diagnostics fit your practice and which tools suit your client base.