Know exactly where your business stands — in minutes.
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
Not ready for the full analysis? Start with CMG 360™ Lite — 20 minutes, three figures from your profit-and-loss statement
- 7
- Operating domains scored
- 1,300+
- Industry benchmarks
- ~2 min
- To a finished report
- RMA
- Real businesses in your industry
The framework
Your Complete Business COMPASS
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
- C01CashCan the business fund its own next move?Capital & Cash Flow
- O02OperationsDoes output scale without heroics?Organization Design & Talent
- M03MarginsIs every sale actually making money?Margin Quality & Revenue Model
- P04PlanningIs there a plan — and a cadence behind it?Planning & Strategic Execution
- A05AccountingWould a lender trust these numbers?Accounting & Financial Reporting
- S06SalesIs revenue an engine, or a relationship?Sales, Customers & Go-to-Market
- S07SystemsDoes the business run when key people are away?Systems & Technology
“A business moves at the speed of its weakest domain, not its best.”— from the sample CMG 360™ assessment
Watch it take shape
Your business, scored
Minutes after your figures go in, every domain has a score, a rating, and an action.
Sample diagnostic · Regional Distribution Company
- Capital & Cash Flow
- 34/100
- Foundational
- Organization Design & Talent
- 88/100
- Strong
- Margin Quality & Revenue Model
- 52/100
- Developing
- Planning & Strategic Execution
- 60/100
- Developing
- Accounting & Financial Reporting
- 38/100
- Foundational
- Sales, Customers & Go-to-Market
- 45/100
- Developing
- Systems & Technology
- 71/100
- Developing
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
Everything You Need for Financial Clarity
Comprehensive tools and insights to understand, compare, and improve your business performance.
01 · Benchmarks
Measured against your industry — not averages
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
Analysis written for your business
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
You steer the focus
Tell us what keeps you up at night — the analysis puts those questions first.
04 · The deliverable
A boardroom-grade report
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
Your trajectory, not a snapshot
Year-over-year performance, and the trends bending it up or down.
06 · Security
Your numbers stay yours
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
One framework, four ways in
Read it, run it, plan it — or hand it to us.
The book
"Finding True North"
The philosophy behind the seven domains — where the framework comes from.
All proceeds donated to the Tunnel to Towers Foundation
The platform
CMG 360™
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
Phased roadmap
Your findings sequenced into 3, 6, 12, and 24-month horizons — what to fix first, and why.
Clear action steps
The partnership
Fractional CFO services
When you'd rather hand it to us: implementation, M&A advisory, and financial leadership.
30+ years experience
How it works
Three steps to your report
From first figure to finished report in one sitting.
Enter your figures
A guided wizard walks you through them — about 10 minutes, no prep beyond your financial statements.
We score & benchmark
Your seven domains are scored and set against NAICS-matched RMA industry data.
Read your report
About two minutes later it's on screen — scores, benchmarks, and a prioritized action plan, with a PDF to share.
Common questions
How long does the analysis take?
Entering your data takes about 10 minutes across a few guided steps, and your report is generated in about two minutes after that.
What is in the report?
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.
Who can see my financial data?
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.
Do I need to prepare anything?
Just your basic financial statements — the guided wizard walks you through the figures it needs, step by step.
What does it cost to try?
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.
Ready to see where you stand?
Your first analysis is free — and the sample report shows exactly what you'll get.