Home Services Value Creation Assessment™
Know where your company stands before you build.
The Value Creation Assessment™ is the first step of every Founder’s Accounting™ fractional CFO engagement: a threat assessment, a competitive assessment and a roadmap built on your goals.
You can’t build value you haven’t measured.
To know where you’re going, you have to know where you are today. Most founders know their business intimately, but few have looked at it the way a buyer, an investor or a competitor would.
Without that view, effort goes to whatever feels urgent. The risks that quietly lower a company’s value, and the gaps competitors are already exploiting, stay unaddressed until they become expensive.
What it costs you
Hidden risks
Customer concentration, key-person dependence and cash risks that lower value.
Competitive blind spots
Pricing, positioning and margins that lag the market.
Scattered priorities
Effort spread across too many initiatives at once.
No baseline
No way to tell whether the company is actually becoming more valuable.
What is the Value Creation Assessment™?
The Value Creation Assessment™ is a structured review of your company’s risks, competitive position and goals that becomes the roadmap for your fractional CFO engagement.
It has three parts: a threat assessment of the risks inside and outside your business, a competitive assessment of how you compare in your market, and a roadmap that turns your goals into priorities and milestones.
The assessment is a paid first step, offered as part of our fractional CFO service, so your CFO starts with facts rather than assumptions. Its fee is scaled to your company’s size and complexity, the same way our tiers are. Each year, your CFO updates it to measure progress through value creation consulting.
At a glance
- Part of Every fractional CFO engagement
- Includes Threat assessment, competitive assessment and a roadmap
- Fee Scaled to your company’s size and complexity
- Led by Your fractional CFO
- Updated Every 12 months
How the assessment solves it.
acting on assumptions
decisions grounded in a clear baseline
risks you discover too late
threats identified and ranked early
guessing how you compare
a clear view of your competitive position
goals with no plan
a roadmap of priorities and milestones
Three parts, one roadmap.
Threat assessment
The risks inside and outside your business that could lower its value, from customer concentration to key-person dependence and cash.
Competitive assessment
How your company compares with competitors on pricing, positioning, margins and growth.
Goal-based roadmap
Your goals, turned into ranked priorities and milestones your CFO works on with you.
From first conversation to your roadmap.
01
Discovery
We learn your business, your goals and where you want to be.
02
Analysis
Your CFO reviews your financials, operations, market and competitors.
03
Findings
We walk you through the threats and competitive gaps we found.
04
Roadmap
You get a prioritized plan, and value creation consulting begins.
Built by founders. Held to a higher standard.
Founder-led
Founded by Jon Peyton, a serial entrepreneur who built the firm to solve the finance problems his own clients faced.
Credentialed team
Team members hold MBA, CFP®, CPA, CPM, CPMM and EA credentials.
The Founder’s Way™
One documented process for every client, so your books, forecasts and reporting always tell one consistent story.
Security & compliance
Encryption, controlled access, confidentiality agreements and vetted technology at every step.
Questions? Answers.
Is the Value Creation Assessment™ free?
No. It’s a paid first step, and its fee is scaled to your company’s size and complexity. We share pricing after a short discovery call.
Can I purchase the assessment on its own?
The assessment is offered as the first step of our fractional CFO service, so the roadmap it creates is carried out by the CFO who built it.
What does the assessment include?
A threat assessment, a competitive assessment and a roadmap built on your goals.
What happens after the assessment?
Your fractional CFO leads value creation consulting: goal setting, monthly process management and an annual valuation update that measures your progress.
Still have a question?
Don’t let your finances be the reason why.
Talk with our team: +1 888 348 8573