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.
Get a CFO assessment that uncovers inefficiencies, optimizes cash flow, and improves profitability—without the risk. If we don’t find measurable savings, you don’t overpay.
Operational Excellence: The Key to Scaling Mid-Performing Portfolio Companies
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.
Get a CFO Perspective—Without the Risk
Our CFO Assessment is performance-based, ensuring your investment drives measurable impact. If we can’t identify substantial savings, your cost is minimal.
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.
Only Pay for What Works
We don’t believe in charging for insights that don’t move the needle. Our CFO Assessment is priced based on real, measurable financial improvements.
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.
No-Risk, Results-Driven Pricing
At ExecHQ, our CFO Assessment is structured to deliver measurable financial improvements—not just reports and recommendations. That’s why our pricing is directly linked to the savings and efficiencies we identify.
The Bottom Line: You only pay for impact. Let’s find and unlock financial potential together.
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.
No-Risk, Results-Driven Pricing
At ExecHQ, our CFO Assessment is structured to deliver measurable financial improvements—not just reports and recommendations. That’s why our pricing is directly linked to the savings and efficiencies we identify.
The Bottom Line: You only pay for impact. Let’s find and unlock financial potential together.
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
Pay for Results, Not Just Advice
Our CFO Assessment is structured so you only pay when we uncover meaningful financial improvements. If we don’t find opportunities for savings, you don’t overpay.
Our Team
Practice Principals
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.
Legal Liability Protection for Directors and LLC Managers
Directors’ Guide to Increasing Valuation Through a Focus on the MULTIPLE
Foundations for Success: Company Identity and Alignment
