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Fanto Strategy Group

Business Health Check · Our signature diagnostic

Know exactly where your business stands.

In about three to four weeks, we look at your business across eight key areas, score each one, and give you a clear, prioritized roadmap. You'll know what's working, what's holding you back, and the few moves that will matter most.

A small team reviewing charts together at a table, seen from above

The eight areas we look at

Each one is scored from 1 to 5, so you can see your strengths and gaps at a glance.

01Strategy and growthDo you know where you're going, who you serve and how you'll grow?
02Sales, marketing and customer experienceDo you have a reliable way to win, serve and keep customers?
03Financial healthDo you understand your numbers well enough to make good decisions?
04Operations and processesDoes work get done consistently and efficiently, without heroics?
05People, leadership and cultureDo you have the right people, leaders and culture to deliver?
06Technology and AIAre your tools helping the business or holding it back?
07Risk and continuityCould the business keep going through a major disruption?
08Owner dependenceCould the business run, grow or sell without you?

How it works

  1. Week 1

    Kickoff

    We agree on your goals, and you share a short questionnaire and a few key documents.

  2. Week 2

    Conversations

    We interview you and a few key people on your team to hear what's really going on.

  3. Week 3

    Scoring

    Our team scores each area and agrees on the priorities that matter most.

  4. Week 3–4

    Findings

    We walk you through the results and the roadmap in a 90-minute session.

What you get

A clear, honest picture, and a plan you can act on the next morning.

  • A written report with a scorecard for all eight areas
  • A prioritized roadmap for the next 90 days and 12 months
  • A 90-minute findings session to talk it all through
  • The option to keep going: we can stay on to help you carry out the plan

Two ways to start

Start free

The 10-minute self-check

Rate 24 quick statements online and see your score right away. No email needed.

Take the free Health Check

Go deeper

The full Health Check with our team

Everything on this page: interviews, scoring, a written report and your roadmap.

Contact Us

We review financials for business insight only. We don't audit, give tax or accounting advice, or review insurance. If we spot something in those areas, we'll suggest you talk with the right licensed professional.

Ready to see where you stand?

We'll walk you through how it works and whether it's the right fit.

Contact Us