DTC Financial Health Assessment

A comprehensive diagnostic of your brand's financial foundation. Understand your unit economics, channel profitability, and what's really driving (or draining) value in your business.

$7,500
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What you'll learn

Most founders know their top-line numbers. Fewer understand what's actually creating value (and what's destroying it) beneath the surface.

True unit economics

Not the back-of-napkin version. Real contribution margin per order, per channel, per product category. Where are you making money? Where are you burning it?

Channel profitability

DTC looks great until you factor in CAC. Wholesale looks thin until you factor in volume. We'll show you what each channel actually contributes after all costs.

Cash flow reality

Revenue doesn't pay bills. Cash does. Understand your cash conversion cycle, working capital needs, and where cash gets trapped in your business.

What buyers would see

If you went to market tomorrow, what would sophisticated buyers find? We'll show you your business through their lens.

What's included

A focused engagement designed to give you clarity without dragging on for months.

Timeline:

1–2 weeks from kickoff to final deliverable, depending on data availability. We respect your time and keep the data gathering focused.

How it works

1

Quick conversation

30 minutes to understand your situation and make sure this is the right fit. If an assessment isn't what you need, I'll tell you.

2

Data gathering

I'll send you a focused list of what I need: P&L, balance sheet, order data, marketing spend. You share what you have; we work with it.

3

Analysis

I dig into your numbers, build the models, compare against benchmarks, and identify the patterns that matter.

4

Strategy session

2 hours together to walk through everything. What I found, what it means, what to do about it. You'll leave with clear priorities.

Who this is for

Good fit

  • Consumer brand doing $5–75M in revenue
  • Sense that something's off but can't pinpoint it
  • Preparing for a raise, exit, or major decision
  • Want to tighten operations before scaling
  • Haven't had a real financial review in a while

Not a fit

  • Need bookkeeping or accounting services
  • Looking for someone to confirm what you already believe
  • Under $5M revenue (lighter-touch resources make more sense)
  • Not ready to act on what you learn
The hard truth:

This assessment will tell you things you may not want to hear. Channels that feel good might not be profitable. Products you love might be dragging down margins. If you want validation, this isn't it. If you want clarity, let's talk.

Ready for clarity?

Book a kickoff call and we can have your assessment delivered in 1–2 weeks.

Book Your Assessment

This assessment is often the starting point for a Fractional COO/CFO engagement.