HowtheAudit
ActuallyWorks.
Four structured phases. Typically 1–2 weeks. Every step documented, every finding evidenced.
Four Phases.
Zero Shortcuts.
The methodology is designed to be systematic and repeatable, ensuring that every claim is verified and every finding is supported by evidence.
Scoping Call
Thirty minutes to understand the business, the decision the report will support, and who will read it. You leave with a fixed scope, timeline and price.
Information & Interviews
You share the documents listed below. Short interviews with the owner and two or three key people fill in what the documents do not show. Where relevant, a few customers or suppliers are contacted with your permission.
Analysis & Scoring
Each of the twelve criteria is scored 1 to 5 against the evidence. Market size, margins and customer concentration are checked against your figures and outside sources.
Report & Walkthrough
You receive the report, then walk through it live with whoever needs to hear it: your team, your investor, your bank or your committee.
What you need to prepare.
If something on this list does not exist yet, that is fine. It tells us something about the business, and it goes into the plan rather than delaying the start.
- ✓Financial statements or sales and expense records for the last two years
- ✓Your main products or services, with current prices
- ✓A list of your largest customers and suppliers, with their share of sales or spend
- ✓Who does what: a simple team chart
- ✓Any business plan, pitch deck or loan application you have used
- ✓Time with the owner and two or three key people for interviews
Confidential · NDA on request before anything substantive is exchanged
Ready to see who this is for?
See which type of client gets the most from a 3P audit — founders, investors, or programme managers.
Confidential · NDA on request · Typical turnaround 1–2 weeks