Strategic Review
Three years of your invoices and bills, read against your customers, suppliers, peers, industry, region and the economy. The review writes down where money is leaking, where more can be made and which revenue to protect.
Ready in hours once your books connect. Included with Enterprise, and with Growth billed annually.
Strategic ReviewYear to October 2026
The lead finding
Revenue grew 8.1%. Underneath it, two of the five largest customers are sliding, and the public record saw it first.
Six findings
To decide
Call Customer 07's new owner this month.
Illustrative figures and events. The business and its customers are fictional.
This one found revenue to protect, sales to win, cost to remove, cash to release and a covenant to watch. Open any finding to see its page.
Illustrative figures and events. The business and its customers are fictional.
Each finding earns a page of the review: what it found, the evidence and what it means. Point at any exhibit to read it.
Finding 01
Revenue last year and this, by what customers did, € millions
Year to October 2025€20.9m
Year to October 2026€22.6m
91% of last year's revenue came back, and the customers who stayed bought €2.72m more.
Finding 02
Sales to Customer 07 by month, € thousands, and its public record
The public record moved six months before the ledger did.
Finding 03
The six largest customers each year
Five customers bring 47% of revenue, and two of them are sliding.
Finding 04
The twelve largest customers, by the lines they buy
Components12 of 12
Spares7 of 12
Service4 of 12
€1.31ma year, at the book's own take-up
At the book's own take-up, that is €1.31m a year from customers already invoiced every month.
Finding 05
Paid above the level each month, € thousands
FreightRates above contract since March
€86,000
SoftwareDuplicate licences all year
€31,000
EnergyOut of contract since June
€24,000
InsuranceOverlapping cover all year
€12,000
All four, so farWhat they had cost by each month
€153,000
None of it was a decision. Each is a small monthly difference that nobody approved.
Finding 06
Debtor days at each of 112 comparable companies
Each dot is one of 112 comparable companies. The darker half collect in 47 days or fewer.
Collecting in 47 days would release €681,000 of cash.
Finding 07
A year's operating profit, and how much of it the lender's covenant leaves to spare, € thousands
0.91×debt service cover, under the covenant of 1.20×
Profit can fall €186,000 before debt service cover reaches 1.20×. Customer 07's orders bring €667,000.
Actions
| Action | At stake | Owner | By |
|---|---|---|---|
| Ask Customer 07's new owner for a place on its supplier list | €1.72m a year | Managing director | 30 Nov |
| Agree a payment plan with Customer 12 before its next order | €1.31m a year | Finance director | 10 Dec |
| Offer Spares and Service to the twelve largest customers | €1.31m a year | Sales director | 31 Jan |
| Hold the carrier to its contract and cancel the duplicates | €153,000 a year | Operations director | 28 Feb |
| Set 47 debtor days as the level and report against it | €681,000 of cash | Finance director | 31 Mar |
To decide: approve the call to Customer 07's new owner this month, and name an owner for each of the other four.
Illustrative figures and events. The business and its customers are fictional. The events on these pages did not happen.
Your ledger says what happened. The six layers around it say why: your customers' public record, your suppliers' contracts, your peers, your regions, your industry and the economy.
Your ledger saysCustomer 07 has not been invoiced since 18 September.
Read against its public record
It changed owner in March, and its buying moved to the new owner's team in September.
The six largest customers by month, with the dated events on each one's public record
Illustrative figures and events. The business and its customers are fictional. The outside figures are invented for the illustration.
Every claim is written at the strength of its evidence, so nobody acts on a guess that reads like a fact.
Stated as fact.
“Customer 07 has not been invoiced since 18 September.”
Stated with its source and date.
“Customer 07 has a new owner, recorded on the companies register on 3 March 2026.”
Written as consistent with, never as the cause.
“The stop is consistent with the new owner's April announcement that its buying would move in September.”
Said in so many words.
“Whether the business was asked to quote is not established.”
Sentences from the illustrative review.
Until now there were two: a consulting team that writes it down and leaves, or a chief executive who carries it in one head. The Strategic Review is written down like the first and kept like the second.
| Measure | A consulting engagement | The chief executive's head | The Strategic Review |
|---|---|---|---|
| How long it takes | Six to twelve weeks | Years in the job | Hours once your books connect |
| Written down, with its sources | Yes | No | On every page |
| How current it is | The day it is delivered | Always | Run again as the ledger moves |
| Says what it cannot show | In the working papers | Rarely | On every page |
| What it costs | A five-figure fee | One person's attention | Included with Growth and Enterprise |
Fuller is better.
It is not an audit and restates nothing you have filed. Stratavor never writes to your accounting system or your CRM.
Every Enterprise plan comes with a Strategic Review, and so does Growth billed annually. On its own, it is priced per engagement.
Included
When Growth is billed annually.
A review of the business beside the monthly reports.
Compare the plansPer engagement
No subscription.
One review of the business, from your ledger and the public record.
Ask for a reviewA board-level review of your business, written from three years of your own ledger and read against your customers, suppliers, peers, industry, region and the economy: what has changed, why, what it puts at risk and what to do, with owners and dates. Every figure traces to a document in your ledger, and every outside fact carries its date and source.
Revenue to protect, sales to win, cost to remove and cash to release, each with a figure and the evidence for it. The review on this page is an illustration: your own findings depend on your own ledger.
Hours once your books connect, not weeks. Most systems connect in a few minutes, and every connection is read-only.
It is included with Enterprise, and with Growth when Growth is billed annually. On its own it is priced per engagement: ask for a Strategic Review and we will reply with the next step.
A read-only connection to Xero, QuickBooks Online, Sage, NetSuite or Deltek Vantagepoint, at least two full years of invoices, and a few lines on what the business sells and to whom. HubSpot adds customer context if you use it.
No. It reads the ledger as recorded and restates nothing you have filed. It says on every page what it cannot show: with payroll not connected, for example, no figure in it is presented as your margin.
No. Every connection is read-only. Stratavor never writes to your accounting system or your CRM.
Owners, chief executives and boards, before a decision that changes the business or once a year. It suits businesses whose revenue comes from named customers, as it does in most that sell to other businesses.
No. The 7-day free trial is of Essentials: its monthly reports and Ask Stratavor. A Strategic Review comes with Enterprise, or with Growth billed annually, or on its own per engagement.
Tell us about the business and the system your books are kept in, and we will reply with the next step.
What it sells, to whom, and where the books are kept.
A few minutes for most systems. Nothing is ever written back.
Hours once your books connect, as a document your board can keep.
Not ready for a review? Start a 7-day free trial of the monthly reports
