Business Readiness
Review.
A structured 30-minute diagnostic call where we assess your financial infrastructure, identify the gaps that are costing you money, and give you a clear picture of what needs to change — and in what order.
No pitch. No pressure. Just an honest assessment from a team that's seen the inside of hundreds of small business financials.
This is a structured diagnostic — not a sales call. You leave with a clear picture of where your financial infrastructure stands, what the gaps are, and what to address first.
What We Cover in 30 Minutes
We follow a structured diagnostic framework built from reviewing hundreds of small business financial systems. Every review covers the same six areas.
Books & Records Quality
Are your financials accurate, current, and audit-ready? We'll ask 5 questions that reveal the state of your books in under 3 minutes.
Cash Flow Visibility
Can you answer 'how much cash will I have in 90 days?' If not, you're flying blind. We'll assess your forecasting capability and identify the gaps.
Tax Exposure
Are you paying more tax than you should? We'll identify the most common missed strategies for your entity type and revenue level.
Profitability by Product/Service
Do you know which of your offerings actually makes money? Most business owners don't. We'll assess whether you have the data to answer this question.
Systems & Automation
How much time are you spending on manual financial tasks? We'll identify the highest-leverage automation opportunities for your business.
Growth & Exit Readiness
If a bank, investor, or buyer asked for your financials today, would they be ready? We'll assess your readiness and identify what needs to change.
What You Leave With
Every review ends with a concrete set of outputs — not vague advice, but specific findings you can act on immediately.
Written Assessment
A written summary of your financial infrastructure across all six areas — emailed to you after the call.
Priority Action List
The 3–5 highest-leverage improvements ranked by impact and effort for your specific situation.
Entity & Tax Recommendations
Specific guidance on entity structure, tax strategy, and bookkeeping systems based on what we find.
Honest Fit Assessment
A clear picture of what 406 would do differently — and what it would cost. If we're not the right fit, we'll tell you who is.
Maturity Score
A copy of your Financial Infrastructure Maturity Score — the same framework we use with every new client.
No Obligation
This is a diagnostic, not a sales call. You leave with real information regardless of whether you engage us.
Built for Business Owners Who Are Ready to Stop Guessing.
The Business Readiness Review is most valuable for owners who are past the startup phase, generating real revenue, and starting to feel the weight of financial complexity — but aren't sure what to do about it.
About the Review Team
Every Business Readiness Review is conducted by Carrie or a senior member of the 406 team — not a junior associate or sales rep. You're talking to someone who has reviewed hundreds of small business financials and can give you a straight answer.
Carrie brings 20+ years of experience in financial analysis, commercial lending, and small business consulting. She's seen the inside of businesses in trucking, construction, distilling, healthcare, e-commerce, and professional services.
Meet the team30 Minutes. Real Answers.
Most business owners leave this call with more clarity than they've had in years. Schedule yours today — no commitment required.
Schedule Your Free ReviewAvailable Monday–Friday. Response within one business day.