Year End Financial Health Check

Are you creating real financial direction in your business?
As the year wraps up, it’s the perfect time to pause and reflect on your business’s financial health. In this solo episode of Olive Insights, Sarah Petty walks you through a practical framework to assess how your business is tracking, from cash flow and profitability to risk and growth planning.

Sarah shares eight key areas every business owner should review before heading into the new year, each with simple yes-or-no questions designed to help you identify what’s working, what needs attention, and where to focus next. Whether you’re planning for 2026 or just want to feel more confident in your numbers, this episode will help you take stock and make informed decisions for the year ahead.

In this episode, Sarah covers:

• Why many business owners are unclear on where they are going
• How to set a business direction that is specific and financially meaningful
• The difference between a vision, a plan, and a to do list
• How to translate your goals into an action plan your whole team can execute
• The quickest business levers that typically lift results without burning out the team
• Why founders often end up doing too much and how to break that cycle
• What usually prevents businesses from growing (and how to fix it)
• The review cadence and key metrics that keep you on track
• How to decide what to stop doing to improve performance and bandwidth

If you want a business that grows with more certainty and less overwhelm, this episode will help you create a clear direction and the financial structure to support it.

Find out more about Olive Business Partners:
Website: Olive Business Partners
Instagram: @olivebusinesspartners
LinkedIn: Olive Business Partners

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