Your delivery clock starts once your files are received and confirmed usable. We will email your delivery date at that point. Standard delivery is 4 to 5 business days after confirmation. Incomplete or unclear files pause the clock until we have what we need.

Yes. The BHA was created for founders and CEOs who don’t live in spreadsheets. It’s designed to be visual, simple, and intuitive - the kind of report you can actually read, understand, and use to make decisions the same day. Every section is written in plain language, no accountant-speak or technical jargon. You’ll know exactly what’s working, what’s risky, and where to focus first without ever feeling overwhelmed.

The BHA works best when your books are current and reasonably reconciled. If something is missing or unusable, we will tell you exactly what we need, and your delivery date starts once we have it. The BHA does not include bookkeeping cleanup.

Nope. You’ll receive your full written report whether or not you choose the optional call. The call (available for $147) lets us walk through your results together and turn insights into a clear action plan. If you prefer a self-guided experience, the report still gives you everything you need to take confident next steps.

You can absolutely share your BHA report as a credibility piece. It demonstrates that you understand your financial position and are actively managing your business health. However, the BHA is not an audited financial statement, nor is it intended to replace formal documentation for investors, lenders, or compliance purposes.

We recommend consulting your accountant or CPA before using the report in any official financial presentation. The BHA gives you the clarity and confidence to speak about your numbers, but it isn’t a substitute for professional certification.

Yes. Your financial data and uploaded files are treated with strict confidentiality. All reports and documents are stored securely within our encrypted systems and are only accessed by authorized team members directly involved in preparing your assessment.

We do not share, sell, or disclose your information to any third party except service providers who help us operate, under confidentiality obligations, or as required by law. Your Business Health Assessment is for your eyes only. Your data stays protected, private, and handled with the same care we apply to our own internal financial systems.

We do offer refunds if you request one in writing and within 72 hours of original purchase. Once your Business Health Assessment has been emailed from our system, we can no longer provide refunds due to the digital nature of the product and the intellectual value it contains. Every report is custom-built from your financial data, which means once it’s created, it cannot be retracted or resold. Please double-check your details before purchase to ensure everything is accurate and complete. The optional $147 Insights Call add-on is non-refundable.