A 17-PART DIAGNOSTIC SERIES
Organizational Finance Assessment Kit
The Complete Finance Function Diagnostic
Diagnostic
Framework
300+ assessment items across 16 functional domains. Covers Accounting, FP&A, Tax, Treasury, Compliance, Systems, and Reporting β with readiness scoring, heat maps, gap analysis, 5 meeting agenda templates, 12 Cardinal Rules, and a full 90-day action plan.
46
PAGES
16
DOMAINS
300+
QUESTIONS
PE Portfolio Oversight Program
Engineering EBITDA Across the Portfolio
Diagnostic
Framework
200 diagnostic questions across 10 domains for Operating Partners and Portfolio Managers. Covers Financial Architecture, Value Creation Planning, Revenue Quality, EBITDA Engineering, Working Capital, Management Assessment, Technology, Risk, Exit Readiness, and Portfolio Synergies.
40
PAGES
10
DOMAINS
200
QUESTIONS
Banking & Credit Risk Assessment
Systematic Credit Analysis Framework
Diagnostic
Framework
200 diagnostic questions for Commercial Lenders and Credit Officers. Covers Financial Statement Quality, Cash Flow & Debt Service, Collateral, Management Quality, Industry Position, Revenue Durability, Operational Efficiency, Covenant Structure, Fraud Risk, and Early Warning Systems.
40
PAGES
10
DOMAINS
200
QUESTIONS
The Audit Master Program
From Planning Through Opinion
Diagnostic
Framework
The complete audit execution framework for internal and external audit teams. Structured from risk assessment and planning through fieldwork, evidence evaluation, findings documentation, and final opinion. Includes workpaper templates and quality review protocols.
36
PAGES
10
DOMAINS
200
QUESTIONS
Internal Audit Architecture
Building the Function From Scratch
Diagnostic
Framework
The blueprint for designing a world-class internal audit function. Covers charter design, risk-based audit planning, audit universe development, resource modeling, stakeholder management, technology enablement, and reporting to the audit committee.
30
PAGES
08
DOMAINS
160
QUESTIONS
The 3rd Party Trinity
Customer, Vendor & Strategic Partner Diagnostics
Diagnostic
Framework
Three complete diagnostic programs in one: Customer Credit & Relationship Assessment (5 domains, 100Q), Vendor Risk & Performance Assessment (5 domains, 100Q), and Strategic Partner Governance Assessment (5 domains, 100Q). 300 diagnostic questions across 15 domains.
45
PAGES
15
DOMAINS
300
QUESTIONS
Corporate Governance & Board Architecture
Boards That Actually Govern
Diagnostic
Framework
The design blueprint for high-functioning boards and governance systems. Covers board composition, committee structure, charter design, information flows, CEO oversight, compensation governance, audit committee effectiveness, and the CFO's role in enabling board decision-making.
45
PAGES
10
DOMAINS
200
QUESTIONS
Capital Structure & Treasury Fortress
Optimizing the Balance Sheet
Diagnostic
Framework
The complete framework for capital structure decisions and treasury function design. Covers optimal leverage analysis, debt instrument selection, covenant architecture, liquidity management, interest rate risk, FX exposure management, and the treasurer's operating playbook.
40
PAGES
10
DOMAINS
200
QUESTIONS
M&A Integration Nervous System
From LOI to Fully Integrated
Diagnostic
Framework
The operating system for post-merger integration. Covers the 100-day plan, financial integration sequencing, systems consolidation, cultural integration, synergy tracking, and the CFO's role as integration architect from due diligence through full integration.
45
PAGES
10
DOMAINS
200
QUESTIONS
Anti-Fragile Turnaround & Restructuring
When the Business Needs Surgery
Diagnostic
Framework
The CFO's complete playbook for financial distress, turnaround, and restructuring. Covers liquidity crisis management, stakeholder communication, covenant waiver negotiation, operational restructuring, workforce reduction execution, and building the bridge to stabilization.
40
PAGES
10
DOMAINS
200
QUESTIONS
Global Tax & Legal IP Strategy
Cross-Border Structure & Protection
Diagnostic
Framework
The complete framework for international tax planning and IP protection strategy. Covers entity structure optimization, transfer pricing design, treaty benefits, BEPS compliance, IP holding structures, royalty regimes, and the CFO's role in global tax governance.
35
PAGES
10
DOMAINS
200
QUESTIONS
Hyper-Growth Scaling Pains Diagnostic
Diagnosing the Infrastructure Gaps
Diagnostic
Framework
The diagnostic for finance functions growing faster than their systems. Identifies the 12 most common scaling failure points β close process breakdown, reporting lag, control gaps, system obsolescence, talent gaps β with prioritized remediation plans and implementation roadmaps.
40
PAGES
10
DOMAINS
200
QUESTIONS
AI Operating Framework & Agent Governance
Governing AI in the Finance Function
Diagnostic
Framework
The complete framework for AI adoption, governance, and risk management in finance. Covers AI use case prioritization, model risk management, data governance for AI, agent oversight, bias detection, regulatory compliance, and the CFO's AI governance accountability.
45
PAGES
10
DOMAINS
200
QUESTIONS
Comprehensive Tax Audit Strategy Playbook
Before, During, and After the Audit
Diagnostic
Framework
The complete playbook for managing tax audits across federal, state, and international jurisdictions. Covers audit risk assessment, documentation strategy, examiner management, issue resolution, appeals process, and the policies that prevent audits from becoming crises.
45
PAGES
10
DOMAINS
200
QUESTIONS
Revenue Operations Command Center
Aligning Finance, Sales & Customer Success
Diagnostic
Framework
The diagnostic framework for building a world-class Revenue Operations function. Covers pipeline analytics, forecasting methodology, quota design, compensation modeling, customer lifecycle economics, and the CFO's role in RevOps governance and commercial accountability.
40
PAGES
08
DOMAINS
80
QUESTIONS
Global Outsourcing: Build vs. Buy Framework
The Make-or-Buy Decision System
Diagnostic
Framework
The complete framework for outsourcing decisions and global delivery model design. Covers the build vs. buy vs. outsource decision matrix, vendor selection, governance structure, SLA design, transition management, and ongoing performance optimization for global operations.
50
PAGES
10
DOMAINS
200
QUESTIONS
AI, Cyber & ERP Convergence
Technology Risk at the Intersection
Diagnostic
Framework
The diagnostic for the three technology domains with the highest CFO exposure β artificial intelligence governance, cybersecurity risk management, and ERP system integrity. Covers control frameworks, vendor risk, incident response, and board-level technology risk reporting.
40
PAGES
10
DOMAINS
0
QUESTIONS