{"id":53,"date":"2020-02-22T18:54:26","date_gmt":"2020-02-22T18:54:26","guid":{"rendered":"https:\/\/www.b2bcfo.com\/brandon-wellford\/?page_id=53"},"modified":"2022-12-12T21:09:35","modified_gmt":"2022-12-12T21:09:35","slug":"free-discovery-analysis","status":"publish","type":"page","link":"https:\/\/www.b2bcfo.com\/brandon-wellford\/free-discovery-analysis\/","title":{"rendered":"The GAP Diagnostic Analysis\u2122"},"content":{"rendered":"\r\n<h1>The B2B CFO<sup>\u00ae<\/sup> Discovery Analysis\u2122<\/h1>\r\n<p>My core values are honesty, integrity and objectivity. One of the ways I demonstrate objectivity is to provide complimentary time to owners of privately held companies. Objectivity is an important value for me and I gladly offer this time to serve, with no strings attached.<\/p>\r\n<h3>Benefits to Business Owners FAQ<\/h3>\r\n<p>There are several benefits to business owners of The Discovery Analysis\u2122.<\/p>\r\n<ol>\r\n<li>It\u2019s complimentary.<\/li>\r\n<li>It\u2019s confidential.<\/li>\r\n<li>The time commitment from the owner is about one hour.<\/li>\r\n<li>Owners receive a copy of our \u201cindustry benchmark report.\u201d (Depending upon a company\u2019s industry, this report often compares key benchmark information against hundreds of other companies in the same SIC\/NAICS Code with a similar sales volume.)<\/li>\r\n<li>A written report of the \u201ckey findings\u201d learned during The Discovery Analysis\u2122. (A key finding is the most important, critical, significant or vital finding.)<\/li>\r\n<li>The owner will finally see graphs and KPIs (Key Performance Indicators) that a bank creates if the company applies for a bank loan.<\/li>\r\n<li>The owner will know more about the company in about 7-8 days than the owner knew the day our process began.<\/li>\r\n<li>The owner will receive professional information that may help with their desire to beat the company\u2019s competitors.<\/li>\r\n<li>It\u2019s performed by a partner in our firm, each averages 20+ years of experience since graduation from a college or university.<\/li>\r\n<\/ol>\r\n<h2>Get Started With <\/h2>\r\n<script>\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of gform.initializeOnLoaded() is deprecated in the form editor context and will be removed in Gravity Forms 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);} );\n<\/script>\n\r\n<h2>Frequently Asked Questions<\/h2>\r\n<p><a id=\"fl-accordion--label-0\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-0\">How do you complete The Discovery Analysis\u2122 \u2013 online or in person?<\/a> <a id=\"fl-accordion--icon-0\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-0\"><i>Expand<\/i><\/a><\/p>\r\n<p>We will accommodate your preference by performing this analysis either in person at your location or by video conference.<\/p>\r\n<p><a id=\"fl-accordion--label-1\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-1\">Who is involved in The Discovery Analysis\u2122?<\/a> <a id=\"fl-accordion--icon-1\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-1\"><i>Expand<\/i><\/a><\/p>\r\n<p>The business owner, the key person in the company\u2019s accounting department and me.<\/p>\r\n<p><a id=\"fl-accordion--label-2\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-2\">How long will it take to complete The Discovery Analysis\u2122?<\/a> <a id=\"fl-accordion--icon-2\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-2\"><i>Expand<\/i><\/a><\/p>\r\n<p>About an hour with the business owner and 2-4 hours with the key person in the company\u2019s accounting department.<\/p>\r\n<p><a id=\"fl-accordion--label-3\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-3\">What do you do in performing The Discovery Analysis\u2122?<\/a> <a id=\"fl-accordion--icon-3\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-3\"><i>Expand<\/i><\/a><\/p>\r\n<ol>\r\n<li>Interview the company\u2019s key person in the accounting department.<\/li>\r\n<li>Look at the company\u2019s financial information and computer systems.<\/li>\r\n<li>Benchmark the company\u2019s financial information against industry averages.<\/li>\r\n<li>Create a confidential report of the key findings.<\/li>\r\n<\/ol>\r\n<p><a id=\"fl-accordion--label-4\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-4\">How much does it cost?<\/a> <a id=\"fl-accordion--icon-4\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-4\"><i>Expand<\/i><\/a><\/p>\r\n<p>There is no cost for my time to complete The Discovery Analysis\u2122.<\/p>\r\n<p><a id=\"fl-accordion--label-5\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-5\">What do you need from a business owner?<\/a> <a id=\"fl-accordion--icon-5\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-5\"><i>Expand<\/i><\/a><\/p>\r\n<ol>\r\n<li>Permission to perform The Discovery Analysis\u2122.<\/li>\r\n<li>An appointment to deliver the key findings in about 7-8 calendar days.<\/li>\r\n<li>Disclosure of people the owner wants to be in the second meeting.<\/li>\r\n<li>An introduction to the key person in the accounting department.<\/li>\r\n<\/ol>\r\n<p><a id=\"fl-accordion--label-6\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-6\">What is the time commitment from the business owner for the second meeting?<\/a> <a id=\"fl-accordion--icon-6\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-6\"><i>Expand<\/i><\/a><\/p>\r\n<p>About 35-45 minutes.<\/p>\r\n<p><a id=\"fl-accordion--label-7\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-7\">Will you sign a Non-Disclosure Agreement (NDA)?<\/a> <a id=\"fl-accordion--icon-7\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-7\"><i>Expand<\/i><\/a><\/p>\r\n<p>Yes. If requested, I will provide an owner with an NDA in an electronic or hard copy format.<\/p>\r\n<p><a id=\"fl-accordion--label-8\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-8\">Am I required to use your services?<\/a> <a id=\"fl-accordion--icon-8\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-8\"><i>Expand<\/i><\/a><\/p>\r\n<p>No. However, it is requested that an owner keeps the documents confidential.<\/p>\r\n<p><a id=\"fl-accordion--label-9\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-9\">How do I introduce a B2B CFO\u00ae partner to my Accounting Department?<\/a> <a id=\"fl-accordion--icon-9\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-9\"><i>Expand<\/i><\/a><\/p>\r\n<p>A business owner makes that decision before the introduction to the key person in the accounting department. I am often introduced as a \u201cConsultant\u201d who is providing valuable information to the business owner.<\/p>\r\n<p><a id=\"fl-accordion--label-10\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-10\">When will your partner deliver the promised reports?<\/a> <a id=\"fl-accordion--icon-10\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-10\"><i>Expand<\/i><\/a><\/p>\r\n<p>My goal is to deliver the reports in 7-8 business days.<\/p>\r\n<p><a id=\"fl-accordion--label-11\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-11\">Will you email the reports to the business owner?<\/a> <a id=\"fl-accordion--icon-11\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-11\"><i>Expand<\/i><\/a><\/p>\r\n<p>No. The information is confidential and I want the opportunity to confidentially discuss the key findings and the industry comparative reports.<\/p>\r\n<p><a id=\"fl-accordion--label-12\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-12\">What are Key Performance Indicators (KPIs)?<\/a> <a id=\"fl-accordion--icon-12\" tabindex=\"0\" href=\"#\" aria-controls=\"fl-accordion--panel-12\"><i>Expand<\/i><\/a><\/p>\r\n<p>According to Investopedia.com, Key Performance Indicators (KPIs) specifically help determine a company&#8217;s strategic, financial, and operational achievements, especially compared to those of other businesses within the same sector.<\/p>\r\n<ol>\r\n<li>KPIs measure a company&#8217;s success versus a set of targets, objectives, or industry peers.<\/li>\r\n<li>KPIs can be financial, including net profit (or the bottom line, gross profit margin), revenues minus certain expenses, or the current ratio (liquidity and cash availability).<\/li>\r\n<\/ol>\r\n<h2>Get Started With <\/h2>\r\n<p>Get Your own complimentary* Discovery Analysis\u2122 from B2B CFO<sup>\u00ae<\/sup><\/p>\r\n\n                <div class='gf_browser_gecko gform_wrapper gform_legacy_markup_wrapper gform-theme--no-framework' data-form-theme='legacy' data-form-index='0' id='gform_wrapper_1' ><div id='gf_1' class='gform_anchor' tabindex='-1'><\/div><form method='post' enctype='multipart\/form-data' target='gform_ajax_frame_1' id='gform_1'  action='\/brandon-wellford\/wp-json\/wp\/v2\/pages\/53#gf_1' data-formid='1' novalidate>\n                        <div class='gform-body gform_body'><ul id='gform_fields_1' class='gform_fields top_label form_sublabel_below description_below validation_below'><li id=\"field_1_1\" class=\"gfield gfield--type-text field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\"  ><label class='gfield_label gform-field-label' for='input_1_1'>Name<\/label><div class='ginput_container ginput_container_text'><input name='input_1' id='input_1_1' type='text' value='' class='large'   tabindex='100' placeholder='Name'  aria-invalid=\"false\"   \/><\/div><\/li><li id=\"field_1_2\" class=\"gfield 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