Financial Risk Assessment
A structured review of the financial risks facing your business, ranked by likelihood and impact, with practical mitigations.
A clear list of what could hurt the business financially — and what to do about it.
Built for owners who…
Owners who want a structured view of their financial exposure
Businesses with growing debt, concentration or liquidity concerns
Companies preparing for financing or a new partner
Leadership teams building a risk register for the first time
What we do together
- Review of liquidity, credit, concentration, cost and financing risks
- Interviews with the owner and key team members
- Risk register with likelihood and impact ratings
- Heat map of top financial risks
- Mitigation recommendations for the top risks
- Debrief session
What you receive
- Financial risk register
- Risk heat map
- Mitigation recommendations
- Debrief notes and priorities
How it works
Purchase
Check out and receive the questionnaire.
Interview
We interview the owner and key staff.
Assess
We rate and rank each risk.
Debrief
We agree priority mitigations with you.
Common questions
How is this different from Risk Modeling?
The assessment identifies and ranks risks. Risk Modeling quantifies how specific scenarios would affect cash and profit.
How long does it take?
Usually two to three weeks.
Is this a compliance review?
No. It is a financial risk review for management decision-making.
What do we do afterwards?
Use the register to track mitigations, or add Risk Modeling for the top risks.
How do I pay?
Payments are processed securely by Stripe. This is a single one-time payment.
What is your refund policy?
Please read our Refund & Returns Policy before purchasing.
Financial Risk Assessment — $1,997
A clear list of what could hurt the business financially — and what to do about it.
KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.