Deep Insights, Tangible Savings

The CFO Assessment That Delivers ROI

Our CFO Assessment delivers actionable insights through an intensive financial deep dive, uncovering opportunities to optimize operations, enhance profitability, and save your company hundreds of thousands.

The Hidden Costs of Inaction: Why Middle Market Companies Struggle to Recover

The Hidden Costs of Inaction: Why Middle Market Companies Struggle to Recover

31% of organizations report that ineffective financial planning has negatively impacted their profitability, productivity, and ability to drive innovation.

What the CFO Assessment Delivers

In-Depth Financial Analysis by Seasoned CFOs

Unlike surface-level evaluations, our assessment is conducted by experienced CFOs—not associates—bringing decades of expertise to the table.

The process is swift, typically completed within a week, delivering immediate insights and recommendations.

The process is swift, typically completed within a week, delivering immediate insights and recommendations.

Areas We Review

Comprehensive Coverage to Uncover Every Opportunity for Financial and Operational Excellence

Financial Drivers

Revenue Trends: Analyze customer, product, and regional performance to identify growth opportunities and risks.

Profitability Analysis: Pinpoint areas where margins are being eroded and model scenarios for improvement.

Cost Structures: Review overhead allocation and direct cost contributions to uncover hidden inefficiencies.

Valuation Insights: Quantify how financial decisions impact overall business valuation.

Cash Flow Management

Accounts Receivable: Analyze collection times and overdue payments to improve liquidity.

Accounts Payable: Optimize payment cycles to better manage cash flow without disrupting supplier relationships.

Cash Flow Forecasting: Build accurate projections to address future liquidity needs.

Credit Usage: Evaluate reliance on credit lines and optimize financing strategies.

Operational Costs

Cost of Goods Sold (COGS): Assess production costs and supplier efficiencies for margin improvement.

Indirect Costs: Identify unnecessary overhead and allocate resources more effectively.

Inventory Management: Evaluate stock levels, turnover rates, and supply chain strategies.

Waste Reduction: Pinpoint areas of operational waste that can be streamlined for cost savings.

Pricing Strategies

Market Alignment: Ensure pricing reflects market demand and aligns with customer value perception.

Discount Policies: Assess the impact of discounts and promotions on profitability.

Competitor Benchmarking: Compare pricing models with industry peers to remain competitive.

Dynamic Pricing Opportunities: Explore advanced strategies to adjust prices based on real-time market factors.

Nearly half (49%) of finance professionals express concerns about the reliability of their cash flow data, which can lead to misinformed decision-making and financial instability.

The CFO

The ROI: What You Gain

Turning insights into action is where true value is created.

Cost Savings

Typical assessments uncover opportunities to save hundreds of thousands of dollars annually.

Profit Growth

Increase net profit margins by addressing inefficiencies and aligning pricing with profitability.

Valuation Boost

Optimize financial health, improving overall business valuation and attractiveness to investors.

Operational Resilience

Build a financial foundation that supports sustained growth and weathering market shifts.

Research indicates that companies lose between 20% to 30% of their revenue annually due to inefficiencies. For instance, some organizations report losses up to $1.3 million per year because of inefficient tasks burdening employees.

CIO DIVE

Real-World Success

Transforming Challenges into Measurable Results

Restructuring for Profitability and Sustainable Growth in Facilities Maintenance

Restructuring for Profitability and Sustainable Growth in Facilities Maintenance

Standardizing Success and Driving Profitability for a Commercial Construction Company

Standardizing Success and Driving Profitability for a Commercial Construction Company

From Plateau to Progress: Driving Sustainable Business Growth

From Plateau to Progress: Driving Sustainable Business Growth

Transforming a PE-Backed SaaS Portfolio into a Unified Market Leader

Transforming a PE-Backed SaaS Portfolio into a Unified Market Leader

Organizations worldwide lose approximately 5% of their annual revenues to financial fraud. In 2023, 56% of companies reported losing more than $500,000 to fraud, with 25% losing over $1 million.

Oversight

Expert Perspectives

Explore strategies, trends, and thought leadership designed to optimize performance and fuel growth.

Expanding Horizons: Cross-Border Growth Strategies for Family Offices

Expanding Horizons: Cross-Border Growth Strategies for Family Offices

The Hidden Costs of Inaction: Why Middle Market Companies Struggle to Recover

The Hidden Costs of Inaction: Why Middle Market Companies Struggle to Recover

The Future of Family Offices: Trends Shaping Investment Strategies in 2025 and Beyond

The Future of Family Offices: Trends Shaping Investment Strategies in 2025 and Beyond

Driving Revenue Growth: Strategies for Middle Market Success

Driving Revenue Growth: Strategies for Middle Market Success