For owners of small and mid-sized businesses: your financials analyzed across seven operating domains, benchmarked against your industry, and turned into a clear, prioritized action plan.
Free to start · No credit card required · Your first analysis is on us
The framework
Seven critical dimensions of financial health — each one a question your report answers.
Based on the proven framework from "Finding True North" by CMG Financial Solutions
“A business moves at the speed of its weakest domain, not its best.”— from the sample CMG 360™ assessment
Watch it take shape
Minutes after your figures go in, every domain has a score, a rating, and an action.
Sample diagnostic · Regional Distribution Company
How to read: under 45 Foundational · 45–74 Developing · 75+ Strong
These scores are from a real assessment — read the full sample report
No credit card required · About 10 minutes of input
What you get
Comprehensive tools and insights to understand, compare, and improve your business performance.
01 · Benchmarks
Your metrics against NAICS-matched RMA industry data, median and world-class bars included — so you know exactly where you stand among real competitors.
02 · AI insights
AI reads your numbers and writes recommendations tailored to your situation — not boilerplate.
“Introduce price escalation tied to wage and fuel, and review pricing every quarter.”From the sample report
03 · Your concerns
Tell us what keeps you up at night — the analysis puts those questions first.
04 · The deliverable
Scores, benchmarks, trends, and a prioritized action plan — on screen the moment it's ready, and as a detailed PDF.
“Install a 13-week cash forecast and tie every growth decision to it. First priority.”An action from the sample report
05 · Trends
Year-over-year performance, and the trends bending it up or down.
06 · Security
Bank-level encryption end to end. Your financial data is confidential and used solely to produce your analysis. How we protect it
Encrypted · Private · Never sold
The ecosystem
Read it, run it, plan it — or hand it to us.
The book
The philosophy behind the seven domains — where the framework comes from.
All proceeds donated to the Tunnel to Towers Foundation
The platform
The assessment on this page — seven COMPASS domains scored against 1,300+ industry benchmarks.
In a hurry? CMG 360™ Lite reads it in 20 minutes
Instant gap identification
The playbook
Your findings sequenced into 3, 6, 12, and 24-month horizons — what to fix first, and why.
Clear action steps
The partnership
When you'd rather hand it to us: implementation, M&A advisory, and financial leadership.
30+ years experience
How it works
From first figure to finished report in one sitting.
A guided wizard walks you through them — about 10 minutes, no prep beyond your financial statements.
Your seven domains are scored and set against NAICS-matched RMA industry data.
About two minutes later it's on screen — scores, benchmarks, and a prioritized action plan, with a PDF to share.
Entering your data takes about 10 minutes across a few guided steps, and your report is generated in about two minutes after that.
An executive score across the seven COMPASS domains, your financial metrics benchmarked against your industry, trend analysis, and prioritized, actionable recommendations — on screen and as a downloadable report.
Only you. Your data is tied to your private account, protected with bank-level encryption, and used solely to produce your analysis — never sold or shared.
Just your basic financial statements — the guided wizard walks you through the figures it needs, step by step.
Nothing. Creating an account and running your first analysis takes no card and no commitment. If you later want a paid plan, you choose it inside the app.
Your first analysis is free — and the sample report shows exactly what you'll get.