THE CLEARBRIDGE CFO DIAGNOSTIC
Start with Clarity.
Know exactly where you stand.
Most mid-market companies don't have a strategy problem. They have a visibility problem.
When you can't see your business clearly, every decision carries more risk than it should. The ClearBridge CFO Diagnostic gives you a frank, expert assessment of your financial health — and a concrete roadmap for the next 90 days.
WHAT WE ASSESS
Six Critical Areas of Financial Health
In a focused 90-minute working session, we score your business across the dimensions that matter most to growth, investment readiness, and operational control.
CASH FLOW VISIBILITY & FORECASTING
01
Do you know where your cash will be in 90 days? We assess your forecasting discipline and early-warning systems.
FINANCIAL REPORTING QUALITY & TIMELINESS
02
Are your financials closing on time and telling the right story? We evaluate the accuracy and cadence of your reporting.
REVENUE RECOGNITION & MARGIN ANALYSIS
03
Do you understand which revenue is most profitable — and why? We examine how you recognize and analyze margin by segment.
BUDGET VS. ACTUALS DISCIPLINE
04
Is your budget a living management tool or a forgotten spreadsheet? We assess variance tracking and accountability structures.
CAPITAL STRUCTURE & DEBT READINESS
05
Are you prepared for a line of credit, growth capital, or investor scrutiny? We evaluate balance sheet health and lender readiness.
FINANCE TEAM CAPACITY & SYSTEMS FIT
06
Is your team and technology keeping up with your company's stage? We identify capability gaps before they become costly.
THE DELIVERABLE
A Prioritized Action Plan — Not Just a Scorecard
You leave the session with a clear, written picture of where your business stands today and the two or three highest-leverage moves to make in the next 90 days.
Scored assessment across all six financial health areas
Ranked list of your top financial risks and blind spots
90-day action plan with specific, sequenced recommendations
Direct, unfiltered perspective from a former public company CFO
Written summary delivered within 48 hours of the session
$1,500
One-Time Diagnostic Session
Book Your CFO Diagnostic
A 90-minute working session with Jerry — founder of ClearBridgeCFO and former public company CFO.
The full investment is credited toward your first month if you engage as a fractional CFO client.
Designed for companies between $5M–$100M in revenue ready to build
the financial foundation for their next stage of growth.