Business Advisory
Business Performance Reviews
A business performance review is a structured, independent assessment of how your business is performing — financially and operationally — compared to where it should be. PHC & Associates conducts thorough reviews with clear, prioritised recommendations that give you a practical roadmap for improvement.
1000+
Clients Advised
CPA
Certified
Industry
Benchmarked Reviews
What's Included
Everything Covered in This Service
Review of financial performance over the past 12–24 months
Benchmarking against industry averages and comparable businesses
Revenue, margin, and growth rate analysis
Cost structure review and overhead efficiency assessment
Working capital and cash conversion cycle analysis
Operational effectiveness review — people, processes, systems
Identification of the top 5–10 performance improvement opportunities
Prioritised recommendations with estimated financial impact and implementation timeline
Why It Matters
Why This Matters for Your Business
Understanding the value of this service helps you get the most from it.
External Perspective Sees What You Can't
When you're running a business day-to-day, it's difficult to see the bigger picture. An independent review surfaces issues and opportunities that internal familiarity causes owners to miss.
Benchmarking Reveals Your True Position
Knowing your gross margin is 38% means nothing without context. Benchmarking against your industry shows whether that's excellent, average, or a major opportunity for improvement.
Most Improvements Are Already in the Business
Performance reviews consistently find that the biggest opportunities for improvement are already inside the business — in pricing, cost structure, or operational inefficiency — not in finding new customers.
Reviews Create a Baseline for Progress
A performance review establishes a clear, documented baseline. Follow-up reviews measure progress against that baseline and create accountability for the improvements committed to.
Buyers and Lenders Value Reviewed Businesses
A business that has undergone a structured performance review — and acted on the findings — is demonstrably better managed. That matters when seeking finance or preparing for sale.
How It Works
Your Step-by-Step Process
A clear, structured process so you know what to expect from start to finish.
Data Collection
Financial statements, management reports, and operational data are collected.
Financial Analysis
We analyse performance across revenue, margin, costs, and cash flow.
Benchmarking
Results are benchmarked against industry averages and best practice.
Operational Review
We review key operational areas — people, systems, processes, and client mix.
Findings Report
A structured report is prepared with findings, opportunities, and prioritised recommendations.
Implementation Planning
We work with you to build an action plan for the highest-priority recommendations.