FORGE Diagnostic
Find what is hidden. Decide what deserves a closer look.
A structured first assessment of where value may be overlooked, what is holding progress back and what the evidence can support.
For owners, founders and investors facing a commercial question about a business, asset or transaction. The aim is a clearer next decision—not a longer list of ideas.
£295
Your Diagnostic and Opportunity Brief included. No consultation call or ongoing advisory work.
Example · anonymised contractor case
More work. Or a better business?
Specialist construction contractor
01 · Executive judgement
Get control before chasing growth.
First establish which jobs create dependable cash, where account value disappears and what still depends on the owner.
Your Opportunity Brief
A considered judgement. A practical next step.
The Brief brings the opportunity, the evidence and your ability to act into the same view.
- An initial executive judgementWhat appears to matter most—and whether the stated problem is the real issue.
- Ranked opportunitiesThe routes worth examining, the assumptions behind them and what could change the conclusion.
- An owner reality checkHow the options fit your time, capital, risk appetite and ability to delegate.
- A practical 90-day routeThe evidence to gather and the tests to run before making a larger commitment.
- A proportionate route forwardWhether deeper investigation is justified. There is no obligation to proceed.
How it works
Private questions. A report you can return to.
Complete your Diagnostic after secure payment. The questions adapt to your case, exploring the objective, constraints, opportunities and available evidence.
When your Brief is ready, you will see a short opening judgement on screen and receive an email with a private link to the full report. You can also open the full Brief immediately on screen and save a PDF.
Your questions and answers are retained securely, so there is a record of the information behind the assessment. Your private access link should not be forwarded.
Scope and expectations
A first assessment, not a promise.
The Brief is generated automatically from your answers. It is not a personal review by Felicity, independent verification of the information supplied, or a guarantee of commercial results.
A FORGE Review is a separate, human-led engagement for questions that justify deeper investigation. Reviews begin at £5,000 and are scoped separately. Any Special Project is also agreed separately.
No consultation call or ongoing advisory work is included in the £295 Diagnostic. FORGE provides commercial assessment, not legal, tax, accounting or regulated investment advice.