The Growth CFO Diagnostic Hub

Clarity Starts Here.

Every Growth CFO engagement begins with one simple step:

diagnose before you prescribe. In 5 minutes, you’ll see where

your finance function is leaking cash, margin, or valuation —

and what to do about it.

Prefer to browse? Explore other assessments by company size ↓

Prefer to browse? Explore other a

ssessments by company size ↓

ROI FOUND

+ $100K

CASH FORECAST

13-Week

Ready

MARGIN LIFT

+6%

Why Every CEO Starts With a Diagnostic

Hiring the wrong CFO can cost $250K+

and 12 months lost momentum.

Scaling with broken financial systems

silently erodes 5–15% margin.

Poor forecasting kills cash flow and

compresses valuation multiples.

Our diagnostics pinpoint blind spots before you make high-stakes decisions.

How These Assessments Work

1

Pick Your Path

Choose the assessment that matches your

revenue stage or biggest concern.

2

Answer a Few Targeted Questions

Each quiz takes 3–10 minutes. No

spreadsheets needed — just your

experience and what you know today.

3

Get Your ROI Map

You’ll see where you’re leaving money on

the table, how your finance function stacks

up, and the best next step.

You can start with any assessment, but most CEOs begin with the ROI Audit.

Choose Your Assessment

Pick the option that best matches your annual revenue. You’ll get a tailored experience —

and a clear ROI roadmap.

Pick the option that best matches your annual revenue. You’ll get a tailoredexperience —and a clear ROI roadmap.

For $3M–$10M Founder-Led Companies

“Find the hidden cash and fix the chaos.”

“Find the hidden cash and fix the chaos.”

ROI Audit – “Where’s the Hidden Cash?”

⭐MostPopular

Find $25K–$100K+ in hidden cash and margin before

you make your next big hire or investment.

Find $25K–$100K+ in hidden cash and

margin before you make your next big hire

or investment.

Apply for the 5-Week Sprint (Tier 1)

See if your business qualifies for a $100K ROI-

guaranteed 5-Week Sprint.

See if your business qualifies for a $25K

ROI-guaranteed 5-Week Sprint.

For $10M–$25M Founder-Led Companies

“Is your finance function ready to scale with you?”

M&A Readiness – “Would You Survive Buyer Diligence?”

Discover how a sophisticated buyer would score your finance, controls, and data.  In 20 targeted questions, we review:

  • month-end close and rolling forecast

  • working capital (DSO/DIO/DPO) and cash

  • data room readiness & QoE risk customer concentration, controls, and EV roadmap

Best For:

 Founders considering sale, recap, or strategic investor in the next 12–36 months.

Coach My CFO – “Can My Current Finance Lead Get There?”

Learn whether to coach, coach with oversight, or

upgrade the seat.

In 3–5 minutes, you’ll see how your current finance lead stacks

up on key strategic areas.

Best For:

CEOs thinking, “I like my Controller/CFO, but I’m not sure

they’re fully strategic yet.”

Growth CFO Application

See if you qualify for a Sprint that guarantees at least $100K in ROI.

If there’s a fit, we’ll recommend a path that often unlocks six figures of value in the first 90 days upon key strategic areas.

This adaptive application gathers:
your revenue and margin profile,
current systems stack,b and growth priorities.

CFO Readiness Quiz – “Built for Scale?”


Find out if your systems, reporting, and forecasting are

ready for CFO-level growth.

Coach My CFO – “Can My Current Finance Lead Get There?”

Learn whether to coach, coach with oversight, or

upgrade the seat.

Growth CFO Application

See if you qualify for a Sprint that guarantees at least $100K in ROI.

 For $25M–$100M+ Companies

 “Are you truly diligence-ready — or leaving value on the table?”

M&A Readiness – “Would You Survive Buyer Diligence?”

Discover how a sophisticated buyer would score your finance, controls, and data.  

SKU Profitability Audit – “Are Your Best-Sellers Really Profitable?”

 See which products and customers actually create or destroy margin once overhead and complexity are included.

Apply for the Scale & Exit Sprint (Tier 3)

See if you qualify for a Sprint that guarantees at least $100K in ROI.

 “Are you truly diligence-ready — or leaving value on the table?”

M&A Readiness Assessment

Find out if your systems, reporting, and forecasting are

ready for CFO-level growth.

Month-end close speed

Forecasting discipline & KPIs

Board/investor-level reporting

Best For:

$10M–$25M CEOs wondering, “Do I need a full-time CFO

yet — or a better system first?”

SKU Profitability Audit – “Are Your Best-Sellers Really Profitable?”

 See which products and customers actually create or destroy margin once overhead and complexity are included.

This quick audit checks whether you:

  • go beyond gross margin

  • account for setups, changeovers, and scrap
    factor in logistics and working capital

Best For:

Manufacturing, consumer/e-com, and any company with SKU/product complexity.

Apply for the Scale & Exit Sprint (Tier 3)

See if you qualify for a Sprint designed to lift EBITDA and defend your multiple.

This application path focuses on:

  • diligence readiness

  • enterprise value drivers
    and succession/founder dependence

Best For:

Manufacturing, consumer/e-com, and any company with SKU/product complexity.

1

Your ROI Snapshot

You get a clear summary of where you’re leaving

cash or margin on the table, and which part of

your finance function is holding you back.

2

15-Min Insight Call (Optional)

If you choose, we’ll walk through your results in a

no-pressure, 15-minute call. No jargon. No hard

pitch. Just clarity.

3

If It’s a Fit, a 5-Week Sprint

If we both see a fit, we’ll show you how a 5-Week

Sprint can stabilize cash, sharpen reporting, and

give you a concrete ROI roadmap.

What Happens After You Take an Assessment

Our Insights Are Featured In

For Coaches, Advisors & Ecosystem Partners

Help Your Clients Find Hidden Cash — Without Becoming Their CFO

The Financial Clarity Scorecard™ was designed for business coaches and advisors who want to benchmark their clients’ finance function and point them to trusted strategic finance support.

Financial Clarity Scorecard™

Benchmark your client’s finance function in 15–20 questions,based on The Growth CFO Void.

Assess how well their finance team:

Supports the business strategy

Anticipates cash and margin issues

Uses dashboards and habits to steer growth

Use it to guide coaching priorities — and, where appropriate, refer them to Growth CFO for deeper support.

If you were referred here by a coach or advisor, you can take the Scorecard yourself

and share your results with them.