The Gap Diagnostic Analysis™

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.

Benefits to Business Owners FAQ

There are several benefits to business owners of The Gap Diagnostic Analysis™.

  1. It’s complimentary.
  2. It’s confidential.
  3. The time commitment from the owner is about one hour.
  4. Owners receive a copy of our “industry benchmark report.” (Depending upon a company’s industry, this report often compares key benchmark information against hundreds of other companies in the same SIC/NAICS Code with a similar sales volume.)
  5. A written report of the “key findings” learned during The Gap Diagnostic Analysis™. (A key finding is the most important, critical, significant or vital finding.)
  6. The owner will finally see graphs and KPIs (Key Performance Indicators) that a bank creates if the company applies for a bank loan.
  7. The owner will know more about the company in about 7-8 days than the owner knew the day our process began.
  8. The owner will receive professional information that may help with their desire to beat the company’s competitors.
  9. It’s performed by a partner in our firm, each averages 20+ years of experience since graduation from a college or university.

Get Started With [wpbb site:acf_option type=’text’ name=’partner_first_name’]

Frequently Asked Questions

How do you complete The Gap Diagnostic Analysis™ – online or in person? Expand

We will accommodate your preference by performing this analysis either in person at your location or by video conference.

Who is involved in The Gap Diagnostic Analysis™? Expand

The business owner, the key person in the company’s accounting department and me.

How long will it take to complete The Gap Diagnostic Analysis™? Expand

About an hour with the business owner and 2-4 hours with the key person in the company’s accounting department.

What do you do in performing The Gap Diagnostic Analysis™? Expand

  1. Interview the company’s key person in the accounting department.
  2. Look at the company’s financial information and computer systems.
  3. Benchmark the company’s financial information against industry averages.
  4. Create a confidential report of the key findings.

How much does it cost? Expand

There is no cost for my time to complete The Gap Diagnostic Analysis™.

What do you need from a business owner? Expand

  1. Permission to perform The Gap Diagnostic Analysis™.
  2. An appointment to deliver the key findings in about 7-8 calendar days.
  3. Disclosure of people the owner wants to be in the second meeting.
  4. An introduction to the key person in the accounting department.

What is the time commitment from the business owner for the second meeting? Expand

About 35-45 minutes.

Will you sign a Non-Disclosure Agreement (NDA)? Expand

Yes. If requested, I will provide an owner with an NDA in an electronic or hard copy format.

Am I required to use your services? Expand

No. However, it is requested that an owner keeps the documents confidential.

How do I introduce a B2B CFO® partner to my Accounting Department? Expand

A business owner makes that decision before the introduction to the key person in the accounting department. I am often introduced as a “Consultant” who is providing valuable information to the business owner.

When will your partner deliver the promised reports? Expand

My goal is to deliver the reports in 7-8 business days.

Will you email the reports to the business owner? Expand

No. The information is confidential and I want the opportunity to confidentially discuss the key findings and the industry comparative reports.

What are Key Performance Indicators (KPIs)? Expand

According to, Key Performance Indicators (KPIs) specifically help determine a company’s strategic, financial, and operational achievements, especially compared to those of other businesses within the same sector.

  1. KPIs measure a company’s success versus a set of targets, objectives, or industry peers.
  2. 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).

Get Started With [wpbb site:acf_option type=’text’ name=’partner_first_name’]

Get Your own complimentary* Gap Diagnostic Analysis™ from B2B CFO®

*Complimentary for qualified business owners