WI Small Business Health Assessment

How Healthy Is Your Business?

The Wisconsin Business Health Assessment asks 25 questions about your finances, customers, operations, and plans. You’ll get a Business Health Score, a short action plan, and a match to the Wisconsin programs that can help — many at no cost.

Start the assessment
  • About 8–10 minutes
  • Free, no account
  • Confidential
Your reportExample
72
Business Health Score Solid foundations, with a few areas worth strengthening.
Financial Health68
Capital Readiness44
Resilience & Operations58
Market Position71
Matched: No-cost capital readiness coaching through the SSBCI Technical Assistance Center
  1. Answer 25 Questions

    Plain-language questions across four areas of your business. Estimates are fine.

  2. See Your Scores

    A 100-point Business Health Score, plus a score for each of the four areas the assessment measures.

  3. Get Connected

    Three next steps and a match to the programs that fit. Ask for a referral if you want one.

What Your Results Measure

Your answers produce a score in each of four areas. Together they show where your business is steady, and where a slow quarter or a loan application would put pressure on it.

Financial Health

Whether the money side of the business is working, and whether you can see it clearly enough to act on.

  • Months of operating cash you could cover today
  • Profitability and cash flow over the past year
  • The financial reports you review regularly
  • How confident you are reading your statements

Capital Readiness

How prepared you’d be if you walked into a lender’s office next month.

  • Whether financing is part of your plans
  • Business plan and financial projections
  • Tax returns and current financial statements
  • A loan package or pitch deck

Resilience & Operations

How much the business depends on one person, and how well it would absorb a shock.

  • How the business runs if you’re out for 30 days
  • Documented processes and the numbers you track
  • Cash reserves, succession, and continuity plans
  • Staffing, turnover, and training

Market Position & Competitiveness

How strong your footing is with customers, and whether your tools keep up with the work.

  • Share of revenue from your largest customer
  • Customer satisfaction and repeat business
  • Demand for what you sell right now
  • The systems and technology you rely on
100point score

The four areas roll up into your Business Health Score. Your report shows the total alongside each area, so you can see which one is holding the score down — and that’s where the recommended programs start.

Where Your Results Can Lead

Your lowest-scoring areas and your answers decide which programs appear in your report. If financing is part of your plans, no-cost capital readiness support comes first.

Capital Readiness Support No Cost

Programs that prepare you to approach a lender or investor

  • SSBCI Technical Assistance Center

    One-on-one help with loan packaging, financial projections, and getting ready to meet a lender.

    Recommended whenYou plan to seek financing, are unsure about it, or cash flow and financial statements are a challenge.

  • Capital Readiness Program for Women Entrepreneurs (CRP)

    Expert-led training, mentorship, and resources for securing funding, with tracks for early-stage, growth, tech, and food or farm businesses.

    Recommended whenYou’re a woman entrepreneur planning to seek financing in the next 12 months.

Office of Business & Entrepreneurship Programs

Offered through the Universities of Wisconsin

  • Wisconsin Small Business Development Center (SBDC)

    Confidential, no-cost consulting across 11 UW campuses — business planning, marketing, operations, and management.

    Recommended whenYou’re just starting out, need a business plan, or face workforce, succession, or cash flow questions.

  • Food Finance Institute (FFI)

    Financial expertise for food, farm, and value-added agriculture businesses.

    Recommended whenYour business is in food, farming, or agriculture.

  • Center for Technology Commercialization (CTC)

    SBIR/STTR guidance, commercialization strategy, and early-stage capital for technology-based businesses.

    Recommended whenYou’re developing a new product, commercializing research, or work in a tech-based field.

  • Small Business AI Center

    Hands-on help adopting AI tools in your business, from first steps to putting them to work.

    Recommended whenYou’re interested in using AI in your business.

Useful at Every Stage

You’ll tell us where your business is today, and your recommendations adjust to match. A first-year startup and a 30‑year family business get different next steps.

  1. Just an idea
  2. Startup0–2 years
  3. Early growth
  4. Expansion
  5. Mature

Your Answers Stay Yours

This is a self-check, not an application.

  • No account or sign-up. Start answering right away.
  • Nothing is shared by default. An advisor sees your results only if you request a referral.
  • No right or wrong answers. It works best when you describe where things are today.

Common Questions

Does it cost anything?

No. The assessment is free, and most of the programs it may connect you with — including SBDC consulting and SSBCI capital readiness support — are also offered at no cost.

Do I need my financial statements in front of me?

No. Answer from what you know today; estimates are fine. If you plan to seek financing, the assessment will point out which documents are worth pulling together next.

What happens after I finish?

Your report appears right away, with your Business Health Score, a score for each of the four areas, three next steps, and your matched programs. If you request a referral, an advisor from a matched program will reach out within two business days.

Is this only for businesses looking for a loan?

No. Financing is one path, but many businesses use the assessment to find weak spots in operations, staffing, or continuity planning, or simply to see where they stand.

Can I take it again?

Yes. It’s worth retaking when something changes — a new hire, a slow season, or before you apply for financing.

Find Out Where Your Business Stands

Eight to ten minutes, 25 questions, and a clear picture of what to work on next — with people ready to help if you want them.