Full Forensic Business Audit

🏢 1. Entity Foundation

Principal Name:

Professional Email:

Company Name:

Legal Structure:

Specify Status:

Staff Morale (1-10): 5

🚀 2. Revenue Engine

Primary CRM:

Specify CRM:

Annual Revenue:

Primary Lead Source:

📣 3. Marketing & Ad Spend

Monthly Ad Spend:

💰 4. Accounting & Controls

Accounting Suite:

Specify Software:

Debt Load:

🖥️ 5. Tech Stack & Infrastructure

Environment:

Hardware Fleet:LaptopsDesktopsBYODVDI

IT Support:

Primary Storage:

VoIP Provider:

⚙️ 6. Operations & PM

PM Tool:

Specify PM Tool:

Main Bottleneck:

👥 7. HR & Payroll

Payroll Provider:

Total Headcount:

🛡️ 8. Cyber & Data Security

Security Controls:MFA EnabledEncrypted BackupsEDR/AntivirusCyber Insurance

Shadow IT Risk:Company Accounts OnlyPartial PersonalUnsure

🔒 9. Physical Assets

⚖️ 10. Legal, IP & Tax

Risk Management:Multi-State Tax CompliantTrademarksPatentsVendor NDAs

Continuity Plan:

Specify Plan:

📈 11. Strategy & Vision

12-Month Goal:

Specify Strategic Goal:

Primary Concern:

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