Is there an issue in your business — and roughly where?
A free 20-minute assessment, built by a CPA/CMA with 30+ years in corporate finance.
- Answer questions across seven operating domains — the seven areas of how your business runs.
- Add a market snapshot and three figures from your profit-and-loss statement (P&L).
- Get one standardized, benchmarked read: where you stand next to businesses like yours.
Free · No card · About 20 minutes
No prep required — three figures from your P&L are enough · Report ready within a couple of minutes
Overall score
Developing
One number across the seven operating domains — and where it comes from.
- Strongest domain
- 71/100
- Sales, Customers & Go-to-Market
- Weakest domain
- 38/100
- Planning & Strategic Execution
Red flag 1 of 4No cash forecast and no credit buffer
Gross margin 31.2%industry median 38.0% (RMA data)
Every number above is from page 3 of the 13-page sample report — an anonymized real assessment. Yours will show your own.
- 7
- Operating domains scored
- 1,300+
- Industry benchmarks
- ~20 min
- To a finished read
- RMA
- Real businesses in your industry
What the report covers
One standardized, benchmarked read
Everything in your CMG 360™ Lite report, page by page — shown with the sample’s own numbers.
Executive read + score
One number across the seven operating domains, with your strongest and weakest called out.
Seven-domain COMPASS benchmark
| Domain | Score | Status |
|---|---|---|
| Capital & Cash Flow | 52 | Needs attention |
| Margin Quality & Revenue Model | 44 | Critical |
| Sales, Customers & Go-to-Market | 71 | Needs attention |
| Planning & Strategic Execution | 38 | Critical |
| Organization Design & Talent | 63 | Needs attention |
| Accounting & Financial Reporting | 58 | Needs attention |
| Systems & Technology | 66 | Needs attention |
The sample’s real scores. Colour is the report’s own status: critical, needs attention, healthy.
Financial benchmark
- Gross margin
- 31.2%
- industry median 38.0% (RMA data)
- Net margin
- 5.1%
- industry median 9.0%
Your margins next to businesses like yours — the figures a lender will probe.
Market snapshot
“Talent scarcity continues to compress margins for firms competing on hourly rates.”
From the sample: drivers, pricing pressure, and where the market is heading.
Red flags, tied to your goal
Red flag 1 of the sample: No cash forecast and no credit buffer
Each flag: what we found, why it matters, the first moves.
Path to the full CMG 360™
An honest account of what the full assessment adds: quantified costs, the Bridge, and a sequenced plan.
Where Lite fitsScored across your seven operating domains
The same operating framework as the full CMG 360™ — a focused subset, sized for a fast assessment.
Simple process
Your 20 minutes, step by step
Four short steps, in one sitting. Your answers save as you go, so it waits for you if you close the tab.
Step 1: Your business
~2 min
A few facts about the business and what you want from it.
Step 2: Operating diagnostic
~12 min
Yes / No / Not applicable across the seven operating domains. You can’t get it “wrong.”
Step 3: Market snapshot
~4 min
Three short answers about your market; “I’m not sure” is a valid one.
Step 4: Financials
~2 min
Revenue, gross margin and net income from your P&L. Rounded is fine.
Step 5: Your report
~2 min
Built while you wait — and it waits for you if you close the tab.
See it whole
Four pages of the 13-page sample report — the cover, the executive summary, the benchmark and diagnostic, and the red flags. Every page opens the full PDF.
Where Lite fits
Lite is the fast, standardized read. The full CMG 360™ is the deep engagement it points toward.
CMG 360™ Lite
Is there an issue — and roughly where?
- Your business · ~2 min
- Operating diagnostic · ~12 min
- Market snapshot · ~4 min
- Financials · ~2 min
- Report in ~2 minutes — on screen, and it waits for you
The full CMG 360™
What it is, what it costs, how to fix it
- The complete operating diagnostic
- Quantified cost of each gap
- The Bridge — current to target state
- A sequenced, phased action plan
- Hands-on advisory partnership
Common questions
How long does it really take?
About 20 minutes, in one sitting. Your report is ready within a couple of minutes of finishing — and it waits for you, so you can close the tab and come back to the same link.
What is in the Lite report?
A one-screen executive score across seven operating domains, your margins next to the typical business in your industry (RMA data from real businesses), a market snapshot, and the red flags that matter most — each tied to the goal you give us.
Do I need to prepare anything?
No prep required — structured questions plus three figures from your profit-and-loss statement (your P&L) are enough.
Can I get the answers wrong?
No. It is a structured assessment, not a test — answer honestly and the scoring does the rest.
Who sees my answers?
Only you. Your answers and figures stay in your private account and are used only to produce your report — never sold or shared. If a coach sent you a link, they see that you started and finished — not your answers — and they read your finished report first, then share it with you.
What happens if it finds a problem?
The report tells you roughly where to look and the directional next step for each red flag. When you want depth — quantified costs and a sequenced plan — that is what the full CMG 360™ is for.
See where your business stands
About 20 minutes for a standardized, benchmarked read — and the red flags that matter most.
Free account, ready in under a minute — your report is ready a couple of minutes after you finish, and waits for you if you close the tab.