Financial SWOT™

Financial SWOT™

Understand the strengths, weaknesses, threats and opportunities hidden within business financials.


Financial SWOT™ is aimed to provide you in-depth understanding of all financial drivers of your business and the current financial viability of your business and what needs to be changed to strengthen your business financially. It highlights the strengths, weaknesses, threats and opportunities imbedded in your financial numbers and underlying drivers. Ultimate result is a greater degree of financial control.


To conduct all-round financial assessment of business and highlight strengths, weaknesses, threats and opportunities for improvement and better financial controls.


One-on-One personalized business advisory sessions (over 6 weeks) plus a final 3-hour meeting where you receive complete set of deliverables.


  • Gain in-depth insights on key financial drivers that directly impact cash flow and profitability.
  • Pay clear focus on financial areas requiring improvement and build on strengths.
  • Enhance value of your business through improved profitability and strong cash flows.


  • Comprehensive Financial Assessment Report – A full scope assessment of your income statement, price volume sensitivity, key balance sheet drivers, working capital cycle, asset turnover, return on net Assets, cash wastage, interest cover and debt service cover.
  • Strategy Document – A set of effective strategies and action plan to improve on weaknesses, mitigate threats and take advantage of strengths and opportunities.
  • Financial KPIs - Set of KPIs to drive the financial strength that act as an ongoing roadmap and a measuring gauge for your business success.
  • Financial Projections - A comprehensive historical assessment of your last two years financial performance and projections for the next two years. The projections are aligned with your business expectations , and as a result, you have a ‘Known Outcome’ moving forward.

Who should use it?

  • Financial health of business is facing difficulty.
  • Having trouble in collecting money from customers.
  • Have frequent reliance on borrowings to meet operating expenditures.
  • Looking forward to raise funds and need viable financial indicators.
  • In need of financial strategies to improve business performance.