Tell us about your business

Complete this short questionnaire, and we will provide targeted feedback and strategic guidance based on your responses.  The plan that we create will be customized to your business and provide a baseline against which to work with an Arena CFO.

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Before we get too far, please provide your contact information so that we can send you the results of this assessment.

Before we get too far, please select your business or create a new one for this assessment.

Name*

First Last

Email*

Phone

Business – Existing or New*

Select an existing organizationAdd new organization

Business Name*

What is the size of your business?*

Under $500k in annual revenue

500k-2M in annual revenue

2 – 10M in annual revenue

Over 10M in annual revenue

How do you feel about the future of your business?*

We have a strong 3+ year company agenda

We have a short term strategy/goals

We may need to change our direction, but not sure

Are you planning on growing your business?*

Yes, we have ambitious plans

We’re thinking about it

We don’t have plans to grow

Tell us about your financial plan*

Yes, we have a multiyear financial forecast

Yes, it includes scenarios (good and bad)

I don’t have a financial plan

Do you have sufficient capital for your business strategy?*

Yes, I have the right amount of capital

I have a plan to raise it

I need capital but I don’t have a plan to raise it yet

I’m not sure how much capital my strategy requires

How do you measure your performance?*

I regularly track KPIs for my business

I measure KPIs occasionally

I don’t measure KPIs

Do you regularly reconcile your books?*

I reconcile monthly

I periodically reconcile

I reconcile at tax time

I don’t reconcile

How do you pay your vendors?*

I pay all of my bills out of our working capital (checking account)

I put as much as I can on our credit card so I can get rewards

I have a capital optimization plan that pays vendors with the method that matches my company financial strategy

When do you pay your vendors?*

Whenever I receive the invoice

A few days before the due date

I’ve negotiated flexible due dates with my vendors

How do you think about your tax strategy?*

I review my tax strategy each year

I have reviewed my tax strategy in the last 3 years

I don’t have a tax strategy

How often do you review your business finances and progress?*

Review Actuals/Forecast monthly

A few times a year

I don’t really review the numbers

Tell us about what stresses you out when it comes to your finances.*

What more would you like to know about Arena?

Review your results with an Arena expert at no cost

In this meeting, we will learn more about your business and share the benefits of being an Arena client. Rest assured, it only takes 15 minutes.

Regardless of whether you schedule a free consultation with our team, you will receive your BHA results shortly. They will be delivered to the email address you provided at the beginning of this assessment.

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