FREE BUSINESS HEALTH ANALYSIS

Is Your Business Leaving Money on the Table?

Answer 11 questions. Get a personalized SWOT diagnostic that pinpoints the leaks — cash flow, pricing, tax posture, debt structure — a real fractional CFO would find in your first 30 days.

No signup required Takes 5 minutes Personalized report emailed same day

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REAL FINANCIAL MAKEOVERS

What business owners actually recover

Three recent CFO by Design clients, before and after the deep-dive audit that started with this same diagnostic.

Marcus · HVAC & Plumbing

Priced 22% under market. Didn't know it.

"I thought I was competitive. Turns out I was subsidizing my own customers. Fixing pricing added $8K/mo — no new leads."

BEFORE
$14k/mo
AFTER 90 DAYS
$22k/mo
Elena · E-commerce Apparel

Growing fast. Bleeding cash on terms & fees.

"Revenue was up 60% year over year and I was more stressed than ever. Restructured payment terms and merchant fees — freed $11K/month."

CASH ON HAND
3 weeks
AFTER 60 DAYS
11 weeks
David · B2B Consulting

Missed a $34K/year tax election for 3 years.

"My CPA was doing my taxes, not planning them. The SWOT flagged an S-corp election I should've made in 2022. Amended returns paid for a decade of CFO fees."

TAX / YR
$71k
AFTER PLAN
$37k

HOW IT WORKS

Three steps from question to answer.

01

Answer 11 questions

Anonymous until you share it. Business type, revenue range, cash cycle, biggest pain. Five minutes.

02

Get your SWOT report

Emailed same day. Strengths, weaknesses, tax posture, cash-flow leaks — the same lens a fractional CFO uses on day one.

03

Optional: 30-min strategy call

If the report resonates, book a free strategist session. No pitch, no pressure — just walk through the biggest lever together.

WHAT YOU'LL SEE

A sample from a real internal audit.

Every SWOT report follows this format. Client name and figures redacted below.

CONFIDENTIAL

SWOT · Business Health Snapshot

Prepared for a service-based business, 8–12 employees, $1.2M annual revenue.

Pricing posture vs. market−18% (weak)
Gross margin trend, 12 mo−4.2 pts
DSO (days sales outstanding)51 days
Debt service coverage1.14× (thin)
Owner comp vs. seat market rateUnder by $46k / yr
Tax election opportunityS-corp restructure
Biggest lever, next 90 daysPricing + AR terms

READY WHEN YOU ARE

See where your money is going.

No signup. No credit card. Just answers.

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