Ways to start building a world-class finance team
Promos and Current Deals
For a limited time only, take advantage of our promotions and start building your healthy finance team today. *Subject to availability and successful application.
BORROW FUNDS
Reg $9,500
Get your financials and team primed to seek financing by understanding your needs, your lender's needs, and then aligning with the health of your business. Key drivers include:
- Financial model standards
- Cash flow forecast
- Leverage metrics
- Utilization metrics
- Performance metrics
- Financial business plan
- 5 C's of credit
- Capital stack
- Lockup management
- Accounting policies
- Asset profile
- Debt capacity and analysis
Full EAS Implementation
Join one of our In The Vault groups or get dedicated 1-on-1 coaching for your finance team
1-on-1 Coaching
Enquire below
- Tailored for your business
- Individualized growth for your finance team
- Applies EAS drivers specific to your situation
- Confidential approach
- 4 face-to-face team sessions per year at your location
- 4 mid-session momentum calls
- Monthly check-in with the CEO
- Monthly mentoring calls with the team
- Ad-hoc projects, templates and drivers to boost performance
- Unlimited support from Everett (the Founder)
- Similar in some ways to a Fractional CFO model
In The Vault
Enquire below
- Follows the EAS GrowthMap
- Group coaching sessions for maximum value
- Semi-confidential, no need to share sensitive details
- 4 face-to-face sessions per year in different locations
- 4 mid-session momentum calls
- 1:1 mentoring for the Finance Leader
- Network of like-minded growing professionals
- Exclusive access to the full 105 EAS drivers
- Unlimited support from Everett (the Founder)
- Accountability through learning, sharing and planning together
- Quarterly CEO call
6-Week Training Intensives
Intense, 6-week focused situational business improvement plans
Borrow Funds
$1,590 per week
Get your financials and team primed to seek financing by understanding your needs, your lender's needs, and then aligning with the health of your business. Key drivers include:
- Financial model standards
- Cash flow forecast
- Leverage metrics
- Utilization metrics
- Performance metrics
- Financial business plan
- 5 C's of credit
- Capital stack
- Lockup management
- Accounting policies
- Asset profile
- Debt capacity and analysis
Objective: Be ready to borrow for healthy growth.
New CFO
$1,750 per week
Make the most of your investment in a CFO or Finance Leader by giving them a deep dive into the business, adding value quickly and developing strategic leadership. Key drivers include:
- Reporting rhythm
- C-suite shared language
- Who's accountable
- Compliance profile
- Meeting tempo
- Financial business plan
- Valuation and drivers
- 6 capitals profile
- Product mix
- Strategic blueprint
- Internal service standards
- F&A skills:competence mix
Objective: Integrate your Finance Leader with depth and clarity.
Margin Review
$2,040 per week
Scalable businesses need a thorough grasp on pricing and margins, so that decision making becomes easier and more focused. The most intense of our Target Paths, key drivers include:
- Product mix
- Pricing model
- Margins towers
- Performance metrics
- Margin improvement
- Product lines pricing
- All-contracts methods
- Admin allocation
- Product lifecycle
- Utilization metrics
- SG&A analysis
- Scope creep & seep
Objective: Verify your all your products or services are fully understand and priced/costed properly.
All prices subject to change and availability.