Frequently Asked Questions

What is a Business Health Assessment?

It is a process that is used to help us understand where your company is today and what your company goals are for the future.

How do we complete a Business Health Analysis?

We set up a meeting to discuss your goals and analyze where your company is today financially.

Who is involved in a Business Health Assessment?

It typically involves an hour-long meeting with you, the business owner. After that, we will gather some financial data to complete your Business Health Assessment. We will set up a second meeting to discuss the findings of the assessment.

Will you sign a non-disclosure agreement?

Yes, we have a non-disclosure agreement that our clients can sign.

How much does it cost?

There is no charge for a Business Health Assessment. This process helps us determine if our services fit your goals.

What happens after the Business Health Assessment?

We prepare a report for you to keep about the financial health of your business. Based on the business goals you shared with us, along with this report, we will come up with a strategy for your business. This plan is based on your goals.

Do I have to use your services?

There is no obligation to accept our proposal and use our services.

What happens if we don’t move forward?

Your company will probably not achieve the goals and results you desire. The decision to work with us is always yours. You decide if you want to proceed.

Ready to Achieve Your Short and Long-Term Business Goals?

Learn how a strategic CFO can help you and your business reach its goals with our free Business Health Analysis.