Business Insights Hub

Helping owner-managed businesses make better decisions through practical insight and expert advice.

Every successful business faces challenges and opportunities. Our complimentary Business Insights Hub brings together a range of interactive assessments designed to help you evaluate different aspects of your business, identify strengths, uncover opportunities for improvement and understand where expert advice could add value.

Our Business Insights Tools

Know Your Business

  1. Business Clarity Scorecard
  2. Growth & Profit Assessment
  3. Cashflow Confidence Assessment
  4. 10 Dysfunctions of a Professional Service Firm

Maximise Performance

  1. Tax Efficiency Scorecard
  2. Growth & Profit Assessment
  3. Leadership Diagnostic
  4. Business Leader Performance
  5. Marketing Diagnostic

Plan for the Future

  1. Exit & Succession Readiness
  2. Family Business Diagnostic

Navigate Change

    1. Change Readiness
    2. Personal Resilience Diagnostic

More information on all our Business Insights Tools

Business Clarity Scorecard

Running a business means there’s always something more pressing than stepping back to look at the big picture. The Business Clarity Scorecard gives you a structured way to do exactly that — in one sitting. It identifies where you’re in control, where you might be flying blind, and what’s worth focusing on next.

Cashflow Confidence Assessment

Running a business means cashflow is always somewhere in the back of your mind, but there’s a difference between keeping an eye on it and genuinely managing it well. The Cashflow Confidence Assessment helps you work out which side of that line you’re on.

Tax Efficiency Scorecard

Paying the right amount of tax is one thing… paying more than you need to is another. The Tax Efficiency Scorecard looks at how your business is structured, how you pay yourself, and how well your wider planning hangs together, so you can see where you’re already doing well and where there’s money worth recovering.

Exit & Succession Readiness Score

Most business owners know they’ll exit one day, few have done much to prepare for it, and that gap is where value gets left on the table. The Exit & Succession Readiness Score shows you where you stand across business value, management strength, and succession planning, so you know what’s in good shape and what needs attention before it matters.

Business Leader Performance Diagnostic

Most leaders are too busy leading to step back and look at how they’re actually leading. The Business Leader Performance Diagnostic changes that, it gives you an honest read on where you are now, where you could be, and what’s getting in the way, across the behaviours, traits and strategies that separate good leaders from great ones.

Personal Resilience Diagnostic

Identify from 10 factors the top 3 areas that are working well and top 3 areas you need to work on to improve your level of personal resilience. Then see how you compare to the global benchmark.

Marketing Diagnostic

Identify from 10 factors the top three areas that are working well and top three areas you need to work on to improve your ability to market successfully. Then see how you compare to the global benchmark.

Family Business Diagnostic

Our work has identified 10 key factors that successful family business excel in. Answering the 30 questions in this Family Business Diagnostic will help you identify your top three strengths and weaknesses.

10 Dysfunctions of a Professional Service Firm

Identify from 10 dysfunctions the top three major areas (weaknesses) negatively impacting performance and three areas that are less of an issue (i.e. strengths) for your professional service firm.

Change Success Diagnostic

The change success model will identify your change potential percentage and which one of the 10 change success factors has the biggest gap between now and the maximum score.

Leadership Diagnostic

Are you a visionary, a great implementer, strategic thinker or team coach? Take this 25-question diagnostic to discover strengths to build on and weaknesses to address from 10 key success factors.

Growth and Profit Diagnostic

Identify your top three areas of high performance (what’s working), your top three areas for improvement (what’s not working) and an overall graph showing how you performed across the 12 key success factors.
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Get in Touch

We love meeting new, exciting businesses. Get in touch with our team to see how we could enhance and protect your financial position.

Or if you’d prefer to speak to someone directly just give us a call on: 08000 664 664 or email: hello@wrpartners.co.uk.

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Want to talk to someone?

For new enquires, give us a call on
08000 664 664

Email us on
hello@wrpartners.co.uk

Contact credit control on:
01743 273 220
credit@wrpartners.co.uk

WR Partners office locations
Shrewsbury
Nantwich
Northwich
Newtown

We are a leading firm of accountants, auditors, and tax specialists who help businesses protect their wealth and generate profit.