Feeling Stuck? It May Be Time for a Financial Health Check-Up

Running a business can sometimes feel like an endless cycle of uncertainty—especially when it comes to finances. Do any of these sound familiar?

• Cash flow feels tight, but you’re not sure where the leaks are coming from.

• You’re profitable on paper, yet money seems to disappear before you can reinvest.

• Comparing your financials to last year feels like comparing apples and oranges—where’s the improvement?

• You’re growing, but so are the expenses, and the profit margins aren’t reflecting your hard work.

If any of these scenarios ring true, you’re not alone. These are common challenges for business owners, and without clarity on what’s driving (or draining) your financial performance, these issues can linger and hinder growth.

That’s where a Financial Health Assessment can make all the difference.

Why a Financial Health Assessment Matters

As an expert in profit acceleration and financial strategy, I’ve seen firsthand how small changes, made with the right insights, can lead to big improvements. Here’s what a Financial Health Assessment from a qualified professional can offer:

• Clarity on Financial Health: It starts with a deep dive into your balance sheet, P&L, and cash flow, identifying what’s working well and where adjustments could improve efficiency and profitability.

• Performance Benchmarking: Are you curious to see how your business stacks up against industry peers? Performance Benchmarking helps you gain an essential view on where you stand and where there’s room to grow.

• Key Ratio Analysis: Get a clear, data-driven understanding of the numbers that matter most, so you’re equipped to make informed decisions for your business.

• Actionable Recommendations: Cookie-cutter recommendations won't cut it. You need tailored insights and strategies to implement that take into consideration your unique situation.

The Bottom Line: Take Control of Your Finances

If financial clarity is something you’re craving, than an assessment is your starting point. Think of it as a financial GPS, guiding you with insights that actually make sense for your business.

Ready to Take Control of Your Financial Future?

Unlock your business’s full potential with a Financial Health Assessment, conducted by Patrick Shurney, MBA, founder of 3P Consulting and a proven expert in profit acceleration and financial strategy. With over 30 years in finance, I’ve reviewed more than 10,000 financial statements for thousands of clients across 100+ industries. Like a seasoned doctor, there’s nothing I haven’t seen—I can spot challenges and opportunities quickly and help you chart a clear path forward.

Simply reply to this email or [click here] to book your 15-minute clarity call. I personally interview each potential 1:1 client to ensure we're a great fit to work together. If you're ready to turn financial uncertainties into a clear roadmap for growth, this is your starting point. Following the assessment, you’ll receive a detailed, actionable report on your company’s health, complete with industry benchmarks, key ratio analysis, and personalized recommendations.

And the cost? My Financial Health Assessment is $1,000. But in the spirit of “Black Friday,” I’m offering 25% off for the first five to respond—that’s $250 in savings!

Take advantage of this offer and secure your assessment now—let’s get started on the path to sustainable growth.

To your success,

Patrick Shurney, MBA
Founder, 3P Consulting
📞 443.539.6276
🌐 www.3pcllc.com

About Me:

As a veteran in financial coaching with over 30 years of corporate banking experience, my mission is to empower small business owners like you to become numbers confident, optimize cash flow, leverage debt, and pay yourself competitively.

Ready for More?

Here’s how I can help you:

1.     Profit Accelerator Program: Master your business numbers in just 30 days, uncovering hidden profits of $25K-$75K+ over the next 3-12 months.

2.     Loan Consulting: Need the best rates and terms on your next loan? With 30+ years of banking experience, I’ll make sure you get a deal that works for you.

3.     Profit Accelerator Digital Course: Become confident with your numbers, boost cash flow, and learn to pay yourself first in just two hours. This course is designed for busy professionals who want immediate results. ($197)

Ready to take your financial strategy to the next level? Let’s connect and make sure you’re running a thriving business while paying yourself what you’re worth.