Typical occasions for a Corporate Health Check

An acquisition or investment is imminent

A succession or change of management is planned

Results are falling without clear causes

A bank meeting or refinancing is coming up

Data basis

Step 1: From the Quick Health Check to the Corporate Health Check

The Quick Health Check assesses your company from an outside perspective – based on publicly available information and your own input. The Corporate Health Check goes considerably further: it asks many more and more detailed questions and answers them with the documents your company provides – income statement and balance sheet, liquidity planning, cost calculations, sales breakdowns, organisation chart and KPI reports – and in interviews with management and key people.

The analysis is independent: every assessment is backed by a source. Anything that cannot be substantiated is not estimated but taken into the on-site conversations as an open question.

The result is a picture that stands up to critical questions from lenders, the board or buyers.

Quick Health Check und Corporate Health Check im Vergleich: Datengrundlage, Vorgehen, Ergebnis und Aussagekraft

Approach

Step 2: On site – workshops, interviews and data analysis

The Corporate Health Check usually takes place on site. After reviewing the documents, we interview management and key people, work in workshops with the management team and analyse the data from your systems.

A structured catalogue of more than 130 questions covers all ten dimensions of the 10-P model. Each question is rated on a maturity scale from 0 to 4 and weighted by its importance. How much time this takes depends on the size of the company and the data available, and is set out in the proposal.

Book an initial conversation
Vorgehen im Corporate Health Check in vier Schritten: Vorbereitung, Analyse vor Ort mit Interviews und Workshops, Auswertung und Bewertung, Ergebnis und Empfehlungen

Result

Step 3: Health score, condition and prioritised fields of action

The ratings produce a health score for each dimension, shown as a spider chart across the ten Ps. Together with hard indicators such as equity ratio, debt and liquidity runway, it places the company in one of four states: transformation, optimisation, restructuring or turnaround.

From the weakest ratings we derive five to eight fields of action – grouped by cause, not by symptom, and prioritised by securing the company's existence, impact on results and feasibility. For each field, the finding, target state and immediate measures are described.

Beispiel eines Health Score als Spinnennetz auf den zehn Dimensionen des 10-P Modells

THE BENEFIT: a shared picture

Why every change starts with a diagnosis

Many programmes fail not in implementation but at the start: every manager has their own picture of the situation, and measures follow the loudest problem rather than the most important one.

The Corporate Health Check creates a shared picture and places the company in one of four states: transformation, optimisation, restructuring or turnaround. The state determines what matters now – in transformation the realignment, in optimisation more performance from existing structures, in restructuring the rapid reduction of the problem backlog, in turnaround securing liquidity and the company’s survival. It becomes clear that not everything has to be solved at once, but the right thing first.

Because your managers help develop the findings, the knowledge stays in the company. This is the basic idea of Institutional Learning.

More about Institutional Learning
Vier Zustände der Leistungsfähigkeit: Transformation, Optimierung, Restrukturierung und Sanierung
Praxisbeispiel: Die Diagnose zeigt tiefe Liefertreue, hohe Bestände, fehlende Kennzahlen und unklare Verantwortung – daraus entsteht ein Programm mit sechs Bausteinen

IN PRACTICE: a case study

Successful, but flying blind: what a diagnosis reveals

A special machinery manufacturer with sales of around EUR 130 million and double-digit returns for many years saw its earning power decline. A diagnosis along the 10-P model, developed by the company itself in small-circle workshops, brought the causes to light.

Delivery reliability was low and inventories were high. Outside accounting there were hardly any key figures on the performance of the core processes, and nobody was really responsible for delivery reliability and quality.

After just a few workshop days, a programme with six building blocks was in place, carried by the company's own teams.

Read the optimisation case studyBook an initial conversation

ASSESSMENT: the first step

Start with the Quick Health Check

Before you compile any documents, an initial outside assessment is worthwhile. The Quick Health Check shows whether an in-depth diagnosis makes sense and where it should start.

The Corporate Health Check is suitable as a one-off assessment, as preparation for a succession or investment, and as an annual routine.

The Quick Health Check is free of charge: completed in five minutes and reviewed by an experienced consultant as a five-page profile.

Start the Quick Health Check
Zwei Stufen: kostenloser Quick Health Check aus der Aussensicht, danach Corporate Health Check auf Basis Ihrer Unterlagen mit Interviews und Workshops

Our key topics

With tailored approaches and proven methods, we support you in aligning and developing your company — independently, and starting from your current economic situation.

Transformation

Sharpen your strategy and develop a holistic alignment to realize growth opportunities.

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Optimization

Increase your problem-solving capacity and develop your organization from mediocrity to peak performance.

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Restructuring

Secure your company's viability through structural interventions and sustainable earnings optimization.

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Sanierung: Fertigungsbereich eines Industrieunternehmens mit Anlagen und Mitarbeitenden in Bewegung

Turnaround

Secure your company's liquidity and continued existence and restore its earning power for the long term.

Learn more

FREQUENTLY ASKED QUESTIONS

Frequently asked questions about the Corporate Health Check

What is a Corporate Health Check?

An operational due diligence based on the 10-P model. It assesses a company in ten dimensions, places it in one of four states – transformation, optimisation, restructuring or turnaround – and derives the prioritised fields of action.

How does it differ from a classic due diligence?

A financial due diligence looks mainly at figures and risks. The Corporate Health Check also assesses operational maturity: positioning, product range, pricing, sales, processes, leadership and management control. It answers not only how the company is doing, but also where it needs to act.

Which documents are needed?

Income statement and balance sheet, liquidity planning, organisation chart, sales breakdowns, cost calculations, strategy documents and existing KPI reports. Anything missing is clarified on site in interviews and workshops with the management team.

What is the difference from the Quick Health Check?

The Quick Health Check is a free initial assessment from an outside perspective based on public information, completed in five minutes. The Corporate Health Check independently analyses the documents and data your company provides, usually on site with workshops and interviews. Its informative value is therefore considerably higher.

Who is the Corporate Health Check for?

For managing directors and owners of industrial SMEs, for boards and advisory boards, and for investors and family offices who need an independent view of the company before making a decision.

How long does a Corporate Health Check take?

That depends on the size, complexity and data situation of the company. We define the scope and timetable in the proposal after an initial conversation.

What we offer

Institutional Learning

Five forms of collaboration, from workshops to interim leadership. The goal is always the same: your organisation solves its problems on its own in future.

Workshops and seminars

Methods for your managers on the fundamental questions of corporate management, held in-house or as open courses.

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Sparring and coaching

We support owners and managing directors as a sparring partner while they align their organisation for peak performance under their own direction. Responsibility stays with you.

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Advisory board

We serve on formal or informal boards, whether advisory, supervisory or board of directors, at the frequency you choose and in the spirit of helping you help yourself.

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Classic consulting

Diagnosis, concept and support during implementation, for example with the Corporate Health Check or by building a CEO cockpit.

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Interim leadership

As part of a consulting mandate, we take on operational responsibility up to managing director level, with a planned handover to your own management.

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Strategy consulting for SMEs
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