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Growth & Profit Engagement:

Build, Grow, and Maximize Business Value

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Unlock the Full Potential of Your Business

At Bender CFO Services, we understand that running a successful business takes more than hard work—it takes strategy.

Our Growth & Profit Engagement combines deep financial planning expertise with forecasting, expense analysis, and strategic insights to help owners grow, protect, and maximize the value of their companies.

Whether you're planning for growth, succession, or a future exit, this engagement delivers the clarity and strategic action plan you need.

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

  • 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.
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See If This Engagement Is Right for You

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.

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Not sure if this is the right fit? Email Shane directly to ask a quick question.

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.

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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.

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Let’s Talk About Your Goals

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.
  • Financial Health Snapshot: We assess your key financial drivers, identify profitability gaps, and align your numbers with 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.

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See the Growth & Profit Engagement in Action

Shane Bender recorded a series of short videos to show what you'll gain from the Growth & Profit Engagement. Each one highlights a core financial deliverable—revenue, staffing, expenses, profit, and cash flow—and how it applies to marketing agencies and other B2B service firms. Together, they provide clarity, confidence, and a roadmap for better decisions.

1. Forecasting Existing Revenue

The first step is understanding your current revenue stream. Shane shows how to analyze contracts, services, and client run rates to reveal your true monthly revenue. This clarity highlights upsell opportunities, flags potential shortfalls, and helps answer big questions like, "Can we afford to hire?" Tracking actuals against forecasts gives you peace of mind and a clear path to growth.

2. Projecting New Revenue

Growth requires more than maintaining existing contracts—it means adding new clients and expanding relationships. Shane explains how to map out your pipeline, apply realistic probabilities, and connect opportunities to revenue goals. By tracking both upsells and net new clients, you'll see if your pipeline can close the gap between today's run rate and tomorrow's target.

3. Staffing & Gross Margin

Revenue only drives profit when staffing is aligned. Shane shows how to evaluate gross margin, balance workload across teams, and plan new hires without sinking profitability. Using metrics like revenue per person and gross margin percentage, you'll see how staffing choices directly shape financial outcomes—helping you avoid overhiring or under-resourcing as demand shifts.

4. Managing Operating Expenses & Profit

Overhead plays a major role in profitability. Shane explains how to forecast SG&A costs like marketing, software, insurance, and professional services. The goal is to protect your operating margin (ideally 20%+) while still investing in growth. This clarity helps you see whether you have a margin issue or an expense problem—and how to keep profitability trending in the right direction.

5. Modeling Cash Flow

Profit doesn't always equal cash in the bank. Shane ties it all together by showing how revenue, expenses, and distributions affect cash flow. You'll learn to model best- and worst-case scenarios, account for client payment delays, and plan for taxes or owner draws. Forecasting cash alongside profit helps you prepare for downturns and seize growth opportunities with confidence.

Get Started with Bender CFO Services

Ready to take your business to the next level?

Our Growth & Profit Engagement is the first step toward building a stronger, more profitable, and more valuable company.

Schedule your complimentary consultation today, and let’s talk about how Bender CFO. Services can help you unlock your company’s full potential.

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