Strategic CFO Working Session
CEO Mid-Year Review™ 90 Minutes.
You completed the CEO Mid-Year Scorecard™. Now let’s determine what your results are really telling you.
Investment
$750
Duration
90 min
Availability
Limited
A 90-Minute Strategic CFO Working Session
You completed the CEO Mid-Year Scorecard™.
Now let’s determine what your results are really telling you.
Many CEOs know something feels off.
Margins are tighter.
Cash feels different.
Growth is creating complexity.
Decisions are taking longer.
But they can’t always identify the root cause.
That’s where this session comes in.
The CEO Mid-Year Review™ is a 90-minute strategic working session designed to help growth-stage CEOs identify hidden risks, uncover opportunities, and prioritize the actions that matter most heading into Q3 and Q4.
During This Session We Will:
- Review your scorecard results
- Evaluate your financial strengths and weaknesses
- Identify key risks entering the second half of the year
- Assess profitability, cash flow, forecasting, and scale readiness
- Prioritize the most important actions for the next 90 days
- Discuss opportunities to strengthen long-term enterprise value
You'll Leave With:
- Greater financial clarity
- A CFO perspective on your business financial strengths and weaknesses
- A prioritized action plan
- Increased confidence in your Q3 priorities
- A written post-session summary
Who This Is For
This session is designed for:
- Founder-led businesses
- Professional services firms
- Agencies
- Healthcare and dental practices
- Membership organizations
- SaaS and technology-enabled businesses
- Companies generating $1M+ in annual revenue
Investment
CEO Mid-Year Review™ Application
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