CLIENT OPPORTUNITY SCAN™

YOU MAY HAVE
MORE REVENUE
HIDING INSIDE CLIENTS
YOU ALREADY HAVE.

A complimentary 30-minute
Client Opportunity Scan™
for Fractional CFOs

Finding another good client takes time.

But what if your next advisory opportunity is already sitting inside a client relationship you have?

The Client Opportunity Scan™ is a private 30-minute working session designed to help Fractional CFOs uncover potential issues, unanswered questions and advisory opportunities they may not currently be pursuing.

30 Minutes. Asymmetric Upside. A Client Opportunity Scan can uncover potential new advisory revenue within an existing client relationship.
THE CLIENT OPPORTUNITY SCAN™

Here’s How It Works

Choose one established client you know reasonably well.

You don’t need to identify the client or disclose confidential information.

Together, we’ll look at the business through five different lenses:

PROFIT
VISIBILITY
RISK
GROWTH
TRANSFERABILITY

I’ll ask questions designed to surface areas where the answer might be:

“I don’t know.”
“We haven’t really looked at that.”
“That’s interesting.”

Those are the opportunities we’re looking for.

What Could Come Out of It?

We might uncover a reason to explore:

✓ Customer or service-line profitability
✓ Margin or pricing issues
✓ Forecasting and financial visibility
✓ Customer or key-person concentration
✓ Cash-flow vulnerabilities
✓ Growth constraints
✓ Underused capabilities or revenue opportunities
✓ Owner dependency
✓ Business transferability

The objective isn’t to manufacture work.

It’s to identify up to three worthwhile opportunities or questions that deserve a closer look.

IF WE FIND SOMETHING

And If We Find Something?

I’ll give you a simple summary showing:

1 What surfaced.
2 Why it may matter.
3 A question you can take back to your client.
4 A possible next step.

If the opportunity belongs in your Fractional CFO wheelhouse, it’s yours.

If something surfaces where my buyer-readiness or Hidden Value work could complement what you’re doing, we can talk about that too.

No obligation.

THE PILOT

What’s the Catch?

There isn’t one.

I’m currently testing and refining the Client Opportunity Scan™ with a limited number of Fractional CFOs.

There’s no charge for participating in the pilot.

1
You bring an anonymous client situation.
2
I’ll bring a different set of eyes.
3
We’ll give it 30 minutes and see what we find.

Your next engagement may already be hiding inside a client you have.

Let’s find out.