Full Health Check

Your SME's financial health.
Complete score in 2 minutes.

Enter your latest year-end figures and receive a diagnostic across 3 dimensions — profitability, capital structure and operating efficiency — with concrete priorities for improvement. Benchmarks based on Bank of England SME finance data and ONS business statistics.

1
Profitability
2
Capital structure
3
Operating cycle
1
Profitability & Growth
Figures from your profit and loss account for the latest financial year

Total sales and services rendered in the year.

Earnings before interest, tax, depreciation and amortisation.

Profit after tax. May be negative.

2
Capital Structure
Figures from your balance sheet at the latest year-end

Sum of all assets (current + non-current). Balance sheet total.

Share capital + reserves + retained earnings. May be negative.

Total interest and finance charges for the year. Reference: Bank of England base rate.

Short-term assets: cash, trade debtors, stock.

Obligations due within 12 months: trade creditors, short-term borrowing.

3
Operating Cycle Efficiency
Balance sheet data — debtor, creditor and stock management

Debtor balance (invoices issued but not yet paid).

Creditor balance (invoices received but not yet paid).

Closing stock value. Zero if you're a services business.

Needed to calculate DIO (stock days) and DPO accurately.

Financial Health Score
/100
Improvement priorities
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A health check across 3 dimensions

Based on the standard financial self-assessment framework used by SME support institutions across the UK, with thresholds calibrated against Bank of England and ONS data.

1

Economic Dimension

Measures the company's ability to generate profit and earn a return on its assets.

EBITDA Margin ROA
2

Financial Dimension

Measures the strength of the capital structure — independence from creditors and ability to absorb shocks.

Equity Ratio Interest Cover Current Ratio
3

Operational Efficiency

Measures the efficiency of the cash conversion cycle — how long it takes to collect, pay and turn stock.

DSO DPO DIO

About the financial health check

At a minimum: Turnover, EBITDA, Total Assets, Shareholders' Equity and Trade Debtors (accounts receivable). The remaining fields are optional but make the diagnostic more complete. You'll find these figures in your statutory accounts filed at Companies House — the profit and loss account and balance sheet from your latest financial year, usually prepared by your accountant.

Each indicator is scored on a 0–3 scale against benchmarks for UK SMEs (drawing on Bank of England SME finance reports and ONS business statistics). Points are aggregated into 3 dimensions (Economic 30%, Financial 35%, Operational Efficiency 35%) and converted to a 0–100 scale. The score is indicative — it does not replace professional financial advice, but identifies the priority areas for action.

No. The diagnostic runs entirely in your browser — no data is sent to any server. You can run the health check with complete privacy. Advanta has no access to the figures you enter.

No. A low score identifies areas of fragility that deserve attention — it is not a forecast. Many companies with low scores on certain indicators remain operationally viable and have concrete improvement plans. The diagnostic is a starting point for an informed conversation with your accountant or finance director.

Diagnosed. Now act.

Factoring and confirming are the fastest tools to improve DSO, DPO and liquidity — without taking on new bank debt.

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