Commercial Recovery Assessment™ for SME's

Find the cause before choosing the cure.

A structured, evidence-based assessment that helps SME owners and leadership teams establish what is wrong, why it is happening, how serious it is and what should be addressed first.

Material decisions remain advisor-reviewed and approved.

Why begin with an assessment?

Symptoms compete for attention. Causes determine recovery.

Cash pressure, declining margins, operational disruption and stalled growth are often connected. Acting on the most visible symptom can consume time and cash without correcting the underlying problem. OneScope establishes the evidence and order of priority before implementation begins.

Where the assessment applies

Designed for established SME's where pressure crosses functions.

The CRA is particularly relevant to SME's in manufacturing, engineering, construction, distribution, logistics and professional services, including owner-led and family businesses. Suitability is determined by the business situation—not simply the industry label.

Complex operational and commercial decisions
Cash, margin or working-capital pressure
Recurring execution or accountability issues
View industries OneScope helps

The assessment process

Six controlled stages from engagement to decision.

The process combines structured client input, evidence, system-assisted analysis and professional judgement. Each stage builds the basis for the next.

01

Engage

Confirm the assessment scope, participating leaders, information requirements and working timetable.

02

Assess

Capture management perspectives and supporting evidence across the Six Drivers™.

03

Diagnose

Identify material issues, common patterns, perception gaps and potential underlying causes.

04

Prioritise

Validate findings, determine materiality and establish the recovery priorities requiring executive attention.

05

Report

Consolidate the approved findings, implications and recommendations into the Commercial Recovery Report™ and Recovery Roadmap™.

06

Decide

Conduct the Executive Debrief™ and choose whether to close the assessment or activate the Business Recovery Program™.

The Six Drivers™

No material part of the business is assessed in isolation.

OneScope examines the connected drivers that determine commercial health and recovery capacity.

01

Commercial Health

Revenue quality, customers, pricing, margins and commercial performance.

02

Cash Flow & Working Capital

Cash conversion, liquidity pressure and working-capital control.

03

Financial Health

Earnings quality, cost structure, financial visibility and sustainability.

04

Operational Effectiveness

Capacity, process, delivery, quality and execution reliability.

05

Leadership & Accountability

Decision rights, ownership, alignment and management discipline.

06

Business Strategy & Growth

Strategic clarity, market position, investment choices and growth readiness.

What the client receives

Executive clarity, documented and prioritised.

The assessment concludes with tangible outputs that leadership can review, challenge and act on.

01Commercial Health Score™
02Management Alignment analysis
03Material findings and root causes
04Recovery Priority Score™
05Commercial Recovery Report™
06Recovery Roadmap™
07Executive Debrief™

The decision point

The assessment ends with a clear choice.

The Business Recovery Program™ is not automatically imposed. Leadership first receives the completed assessment, roadmap and Executive Debrief™.

Assessment complete

Executive Debrief™

Findings, priorities and the Recovery Roadmap™ are reviewed with leadership.

Option 01

Close the assessment

The client retains the approved report and roadmap for its own next actions.

Option 02

Proceed to the Business Recovery Program™

The approved roadmap becomes a governed program of owned, measurable recovery actions.

Explore the program

Practical questions

What prospective clients and advisers usually need to know.

Clear answers before any commitment is made. The initial confidential discussion can address circumstances not covered here.

Ask a confidential question
01Is the Commercial Recovery Assessment™ right for every business?

No. It is designed primarily for an established SME that is still operating but facing material commercial, financial or operational pressure where the underlying causes or order of priority are not sufficiently clear. The initial confidential discussion establishes urgency and whether the assessment is appropriate.

02How is confidentiality protected?

The public website requests only high-level information. Detailed responses and supporting evidence are handled through the secure OneScope Recovery Portal after an engagement begins, with controlled access for the people involved.

03How long does the assessment take?

The timetable is agreed before commencement and depends on the size and complexity of the business, the number of participants, the availability of information and the urgency of the situation. The engagement scope confirms the stages, responsibilities and working timetable.

04What information will OneScope require?

OneScope typically requires structured input from relevant leaders together with appropriate financial, commercial and operational information. Evidence requests are proportionate to the issues being tested and are managed through the secure Recovery Portal.

05How are fees determined?

The assessment scope and commercial terms are confirmed before commencement. Fees reflect the agreed business scope, participants, information requirements and timetable. The initial discussion determines what would need to be included before a proposal is provided.

06Can our existing advisers remain involved?

Yes. OneScope can work alongside accountants, external CFOs, lawyers, lenders, restructuring professionals and other appointed advisers. OneScope focuses on commercial diagnosis, recovery priorities and implementation while specialist advisers retain their respective professional roles.

07Does the OneScope Recovery System™ make the final decisions?

No. The system structures information, supports analysis and surfaces potential issues. Material findings, root causes, priorities, recommendations and released deliverables remain subject to professional review and approval.

08What happens when the assessment is complete?

Leadership receives the approved Commercial Recovery Report™, Recovery Roadmap™ and Executive Debrief™. The client then chooses either to close the assessment and retain the outputs, or proceed to the Business Recovery Program™ for governed implementation.

The first step is clarity

Discuss whether the assessment is appropriate.

Book a confidential discussion