Mackenzie Commercial Finance

Finance Health Review

A professional review of your business finance arrangements. Complimentary. Confidential. No obligation. Most business owners have never had anyone sit down with them and properly review their finance position. We do exactly that.

What it is

A Finance Health Review is a structured, independent assessment of your current business finance position, carried out by a commercial finance specialist with twenty years of banking and asset finance experience. It is not a sales call. It is not a product pitch. It is a genuine assessment of where you stand and what could be improved.

We look at what you currently hold, what it is costing you, whether your assets are working as hard as they could, and whether the overall structure of your finance arrangements is the right one for the stage your business is at now. The review is complimentary, and there is no obligation to act on anything we find.

What it covers

A review may help you:

The process

01

Initial Consultation

A conversation by phone, video, or in person to understand your business, your assets, and what you are trying to achieve. This is free, with no obligation. We will tell you honestly at this stage whether we think there is an opportunity worth exploring.

02

Information Gathering

With your agreement, we work closely with you, your finance director or your accountant to build a full picture of your current arrangements. Settlement figures, agreement terms, asset valuations, account conduct. We do the work, not you.

03

Professional Assessment

We carry out our analysis in the background. We assess competitiveness of existing agreements, identify assets with unrealised equity, model consolidation and restructuring scenarios, and evaluate your position against 120+ lenders.

04

Presentation of Outcomes

We present our findings clearly: what is possible, what it would cost, what it would release, and what we recommend. No pressure. Our preference is always to meet in person, whether that means coming to your farm, your yard, or your boardroom.

Mackenzie Commercial Finance Ltd is an Appointed Representative of Crystal Business Finance Ltd which is authorised and regulated by the Financial Conduct Authority. We are a broker and not a lender. We will receive a commission from the lender for all completed agreements.

Who this is for

Request a Finance Health Review

No obligation. No sales process. A structured review of your current finance position, assets, and goals before any product is considered.

Call 01463 652 653 Send a message