The Pulse Check is a 30-day diagnostic across the three things that decide whether a founder-led company is fundable, sellable, or stuck... Cash, Margin, and KPIs. Fixed fee. One decision-grade memo. No retainer required to start.
Growth is eating cash and you can't see the next 13 weeks clearly enough to know how tight it gets.
Margin by product, customer, or line is fuzzy. You suspect you're losing money somewhere and can't point to it.
And the numbers you do produce take days to pull together and don't always agree with each other.
And the finance function you built for a smaller company won't survive diligence in its current shape.
Thirty days. Three areas. One memo written for a CEO and a board, not an accountant. It's the fastest way to find out what's working, what's leaking, and what a buyer or lender will flag... before they do.
13-week visibility, runway, working-capital drag, and the timing gaps between what you collect and what you pay.
Gross margin by product, customer, and segment. Pricing leakage and cost-to-serve that the P&L hides at the top line.
The 8 to 12 metrics that should run the business, and the reporting a board, lender, or buyer will expect to see.
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.
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.
Proposal plus standalone SOW. First $2,500 due Net 7. No MSA.
Data request and a single CEO or sponsor as point of contact.
Cash, Margin, and KPI worked end to end.
Findings Memo delivered in draft. Final $2,500 due.
Decisions, not just findings. You leave with a plan.
Move to a monthly retainer within 60 days. The full $5,000 is credited. You keep the same operator who ran the diagnostic.
Fix it internally with the 90-day action plan in hand. The memo is yours either way. No obligation to continue.
Engage a defined project off the findings... cash forecast, QofE prep, transaction readiness... priced and scoped on its own.
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.
Operating companies with revenue, roughly $3M to $20M, where finance was built for a smaller business and a raise, sale, turnaround, or board has raised the bar. 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.
Only once kickoff occurs. Before kickoff, it's fully refundable. The trigger is the start of work, not the signature.
No. The Pulse Check is a standalone SOW. Two signatures and we're moving.
Yes. A mutual NDA is available before any data changes hands.
One person... you or your sponsor. A kickoff call, a data handoff, and the readout. A few hours over 30 days.
Convert to a retainer within 60 days and the full $5,000 is credited toward it.
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.
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