You built the company. The finance function didn't scale with it.
The Pulse Check is a 30-day diagnostic across the three things that decide whether a founder-led company is fundable, sellable, or stuck... whether your growth is building enterprise value or consuming it, how much cash you actually have, and whether the finance function you built at half this size can still carry the company. Fixed fee. One decision-grade memo. No retainer required to start.
If revenue grew faster than your finance function, you've hit at least one of these.
You're bigger. You're not sure you're more profitable.
Margin by product, customer, and contract is fuzzy. You suspect some of what you sell is worth less than it costs, and you can't point to which.
Revenue is up. The bank balance isn't.
Growth is eating cash and you can't see the next 13 weeks clearly enough to know how tight it gets.
The systems and the roles were built for a smaller company.
Reporting gets reassembled by hand each month, sales and finance work from different numbers, and no one person owns the forecast.
A raise, a sale, or a turnaround is on the horizon.
And the finance function you built for a smaller company won't survive diligence in its current shape.
A senior CFO read on where your finances actually stand. In 30 days. Without a retainer.
Thirty days. Three areas. One memo written for a CEO and a board, not an accountant. Most companies that outgrow their finance function have all three problems at once and can only name one of them. Every finding gets read twice... once for how you run the business today, and once for how it will look to a lender, sponsor, or buyer.
Economics
Margin by product, customer, and contract. Pricing leakage and cost to serve that the P&L hides at the top line.
Cash
13-week visibility, runway, working-capital drag, and the timing gaps between what you collect and what you pay.
Infrastructure
The systems, the close, and the ownership underneath the numbers. Whether one system is the source of truth, whether the close has kept pace with the company, and who owns the forecast and each KPI.
The Findings Memo.
Five to ten pages. Plain English. Findings ranked by priority, with the dollar impact sized where we can size it, and a 90-day action sequence you can hand to your team. You own it whether or not we work together after.
- • What's working, what's leaking, and what's a diligence risk... ranked, not dumped.
- • Dollar impact attached to each finding wherever the data supports it.
- • A read on the systems... what your current architecture can and cannot produce, and what has to change before it can.
- • A recommendation on the finance seat and who owns what... bookkeeper, controller, or CFO, and when. The hire you make next is usually the most expensive decision on the list.
- • A 90-day action sequence... what to fix first, second, third.
- • Delivered as a draft, then walked through live in a 30-day readout.
Two signatures to start. Thirty days to a decision.
A standalone agreement... no master services agreement required. One person on your side as the single point of contact. A few hours of your time, total.
Two signatures
Proposal plus standalone SOW. First $2,500 due Net 7. No MSA.
Kickoff
Data request and a single CEO or sponsor as point of contact.
Diagnostic
Economics, Cash, and Infrastructure worked end to end.
Draft memo
Findings Memo delivered in draft. Final $2,500 due.
Live readout
Decisions, not just findings. You leave with a plan.
One fixed fee. No hourly clock. No retainer trap.
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50/50 payment split$2,500 at signing, Net 7. The second $2,500 is due when the draft memo is delivered.
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Non-refundable once Kickoff occurs ★Before kickoff, the first payment is fully refundable. Once the work starts, it isn't. The work starts at kickoff.
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Out-of-scope work billed at $500/hourOnly with your written go-ahead. The diagnostic itself is fixed at $5,000.
Three doors at the readout. No auto-renew behind any of them.
Convert
Move to a monthly retainer within 60 days. The full $5,000 is credited. You keep the same operator who ran the diagnostic.
Take the memo and run
Fix it internally with the 90-day action plan in hand. The memo is yours either way. No obligation to continue.
Scope a project
Engage a defined project off the findings... cash forecast, QofE prep, transaction readiness... priced and scoped on its own.
Scott Magnano
25+ years in executive finance. Scaled Medicx Health from roughly $15M to $40M in revenue at 20%+ EBITDA margins... from three months of cash on hand to a $95M exit to OptimizeRx (NASDAQ: OPRX) in October 2023. Now embedded with founder-led and PE-backed companies across healthcare, technology, insurance, and services.
Before you raise your hand.
Who is this actually for?
Operating companies where the finance function was built for a smaller business and the bar has moved. The signals are more reliable than a revenue number: more than one product line or contract type, systems and processes that were chosen by a company half this size, a finance team of one to three who inherited those systems rather than picked them, no single owner for the forecast, a board, sponsor, or lender expecting a reporting package, and a raise, sale, refinancing, or covenant test inside the next eighteen months. Pre-revenue and idea-stage companies are a different problem... I'll point you somewhere useful. If you're not sure, a 30-minute call will tell us both quickly.
Is the first payment really non-refundable?
Only once kickoff occurs. Before kickoff, it's fully refundable. The trigger is the start of work, not the signature.
Do I need a master services agreement?
No. The Pulse Check is a standalone SOW. Two signatures and we're moving.
Will you sign an NDA?
Yes. A mutual NDA is available before any data changes hands.
How much of my time does it take?
One person... you or your sponsor. A kickoff call, a data handoff, and the readout. A few hours over 30 days.
What if I want to keep going after?
Convert to a retainer within 60 days and the full $5,000 is credited toward it.
Tell me where the business is. I'll tell you if a Pulse Check fits.
Two minutes now. A 30-minute call to confirm scope and start. If it's not a fit, I'll say so on the call... no pressure either way.
Prefer to talk first?
Book a 30-minute call →