Growth & Profit Engagement:
Build, Grow, and Maximize Business Value
What's Included in a Growth & Profit Engagement?
Our Growth & Profit Engagement is a structured, high-value advisory package designed to give business owners a complete snapshot of their company’s financial health—and a strategic roadmap for the future.
Here’s what’s included:
- 3-Year Financial Plan
- Revenue Planning
- Staffing Plan and Decision-Making Support
- Operating Expense Forecasting
- Income Statement Forecasts
- Balance Sheet and Cash Flow Forecasts
- Key Performance Indicators (KPIs) focused on client profitability and pricing
- Revenue Planning
- Business Valuation Report
Gain an uncertified business valuation using advanced software and big data analysis, helping you understand your company’s true market position. - Best Practice Checklist
Review of key accounting and financial processes to identify gaps and opportunities for stronger internal controls. - Expense Analysis
Identify inefficiencies, uncover hidden costs, and create a plan for meaningful savings. - Strategic Recommendations
Receive customized recommendations for ongoing CFO Advisory support, tailored to your company’s growth stage and goals.
Why Invest in a Growth & Profit Engagement?
Most business owners only think about the value of their business at critical moments—selling, funding, or retirement.
The reality is: knowing your value now can transform every decision you make.
Here’s why our clients invest in Growth & Profit Engagements:
- Understand the True Value of Your Business.
- Create a Clear Plan for Growth and Profitability.
- Prepare for Funding, Succession, or Sale.
- Uncover Opportunities for Immediate Expense Savings.
- Benchmark Against Industry Standards.
- Identify Risks Before They Become Problems
With Bender CFO Services guiding you, you gain a trusted partner—not just a report.
Who Should Consider a Growth & Profit Engagement?
The Growth & Profit Engagement is a great fit for:
- Business owners preparing for future growth or sale
- Companies looking to secure funding or investors
- Owners who want to optimize profitability and cash flow
- Entrepreneurs seeking better decision-making tools
- Marketing agencies and service businesses planning for expansion or transition
If you’re serious about building long-term value, this engagement gives you the clarity you need.
Timeline and Pricing
Our Growth & Profit Engagement is designed to deliver tremendous value within a reasonable timeline.
- Pricing: One-time fee of $5,000 (due upon signing)
- Typical Timeline: Completed within 30–45 days (depending on meeting schedules and access to information)
The engagement includes two strategy meetings (up to four hours total) to review your goals, dive into your numbers, and deliver a customized plan for the future.
How It Works
Our process is designed to be efficient, insightful, and valuable from start to finish:
- Kickoff Meeting: We align on your goals and gather initial financial data.
Financial Plan Development: We create your customized 3-year plan, forecasts, and KPIs. - Business Valuation Analysis: We deliver an uncertified valuation report tailored to your goals.
- Expense and Process Review: We analyze key expenses and internal finance controls.
- Strategic Roadmap Delivery: We present clear, actionable recommendations for growth, profit improvement, and future planning.
Throughout the engagement, we work closely with you, ensuring you have the clarity and strategy needed to move forward with confidence.
