FutureView Gap Analysis
Discover + Assess
Finally Understand What's Been Holding You Back
What's Really Happening: You know something's off, but you can't diagnose it yourself because you're inside the business. You need someone with 27 years of founder experience to look at your situation with fresh eyes.
Our FutureView Gap Analysis reveals exactly what's creating the disconnect between your daily decisions and your bigger vision.
What We Uncover:
The specific opportunities you're missing that other successful founders already know about
Where your business architecture is working against your personal goals instead of supporting them
What "success" actually looks like for YOU (not what industry benchmarks say it should look like)
The exact gaps between where you are and where you could be with the right strategic foundation
What Changes for You:
No more wondering "what am I missing?" You'll have complete clarity on what's been blocking your progress and a roadmap to fix it systematically.
You'll finally understand why success hasn't felt the way you thought it would—and what to do about it.
Discover + Assess
Finally Understand What's Been Holding You Back
What's Really Happening: You know something's off, but you can't diagnose it yourself because you're inside the business. You need someone with 27 years of founder experience to look at your situation with fresh eyes.
Our FutureView Gap Analysis reveals exactly what's creating the disconnect between your daily decisions and your bigger vision.
What We Uncover:
The specific opportunities you're missing that other successful founders already know about
Where your business architecture is working against your personal goals instead of supporting them
What "success" actually looks like for YOU (not what industry benchmarks say it should look like)
The exact gaps between where you are and where you could be with the right strategic foundation
What Changes for You:
No more wondering "what am I missing?" You'll have complete clarity on what's been blocking your progress and a roadmap to fix it systematically.
You'll finally understand why success hasn't felt the way you thought it would—and what to do about it.
Discover + Assess
Finally Understand What's Been Holding You Back
What's Really Happening: You know something's off, but you can't diagnose it yourself because you're inside the business. You need someone with 27 years of founder experience to look at your situation with fresh eyes.
Our FutureView Gap Analysis reveals exactly what's creating the disconnect between your daily decisions and your bigger vision.
What We Uncover:
The specific opportunities you're missing that other successful founders already know about
Where your business architecture is working against your personal goals instead of supporting them
What "success" actually looks like for YOU (not what industry benchmarks say it should look like)
The exact gaps between where you are and where you could be with the right strategic foundation
What Changes for You:
No more wondering "what am I missing?" You'll have complete clarity on what's been blocking your progress and a roadmap to fix it systematically.
You'll finally understand why success hasn't felt the way you thought it would—and what to do about it.
FutureView Gap Analysis Discovery Offer
Finally: Someone Who Knows The Right Questions To Ask
You're working harder than ever, but something feels off. You suspect you're missing significant opportunities—but you're not sure which questions to ask.
Most founders know something's blocking them from their definition of success, but few suspect it's because they're optimizing for the wrong outcomes entirely.
The FutureView Gap Analysis reveals exactly what's creating the disconnect between your daily decisions and what you actually want to build.
What You'll Discover In Your Gap Analysis
The specific financial opportunities you're currently missing - Tax strategies, growth moves, and business advantages that your current setup isn't capturing
Where your business architecture is misaligned with your vision - Why your metrics, systems, and decisions don't feel connected to what you originally wanted to create
Your authentic definition of sustainable success - What you really want your business to deliver for your life, beyond revenue targets and industry benchmarks
The exact gaps keeping you from your objectives - Systemic issues blocking your company's highest potential that you can't see from inside the business
A strategic roadmap to close those gaps - Clear next steps to realign your business with what you actually want, whether you implement independently or work with us
The FutureView Gap Analysis Process
Strategic Vision Discovery Session (90 minutes)
We get to the heart of what you actually want your business to consistently deliver for your life. This isn't about setting bigger revenue goals—it's about discovering what sustainable success looks like for YOU.
What we'll explore:
What you really want your business to factor into your bigger vision
The specific outcomes that would make you feel truly successful
What "enough" looks like in your world
How your business should support your life, not consume it
FutureView360 Strategic Assessment (2 weeks)
Comprehensive analysis of how well your current business architecture supports your authentic measures of success. This isn't a typical financial review—it's a complete strategic alignment benchmark across eight critical areas.
What we analyze:
Financial systems and cash flow architecture
Current metrics vs. meaningful performance indicators
Tax strategy alignment with wealth-building goals
Team structure and accountability systems
Growth strategy coherence with personal objectives
Decision-making processes and information flow
Risk management and future-proofing strategies
Operational efficiency aligned with your definition of success
Financial Systems & Opportunity Analysis
Evaluation of your current setup to identify immediate advantages you're missing and long-term strategies that build toward your specific vision.
What you'll learn:
Tax opportunities your current CPA might be missing
Cash flow optimization strategies for your situation
Growth investments that align with your vision
Team structure improvements that free your time
Financial system upgrades that improve decision speed
Strategic Gap Analysis Presentation (60 minutes)
This session reveals the specific financial opportunities you're currently missing and exactly where your business is misaligned with your objectives—plus the strategic advantages this creates.
What you'll receive:
Detailed gap analysis showing misalignments between current reality and your vision
Prioritized opportunity list with potential financial impact
Strategic recommendations specific to your situation
Clear roadmap for closing the performance gaps
Decision framework for evaluating next steps
Who This Is Perfect For
Successful founders who feel out of alignment - You're hitting targets but something feels off, and you can't quite put your finger on why
Business owners asking "Is this it?" - Revenue is growing but you're not building the freedom and wealth you expected
Founders tired of generic advice - You need strategic guidance specific to YOUR vision, not industry best practices
CEOs who suspect they're missing opportunities - You have that nagging feeling you're not optimizing for the right things
Business owners ready for authentic success - You want to stop measuring progress toward someone else's definition of achievement
What Makes This Different
Not another financial review - We're not just looking at numbers; we're analyzing how well your entire business architecture supports what you actually want to achieve
Not generic business coaching - We combine strategic vision work with deep financial systems expertise and tax strategy knowledge
Not cookie-cutter recommendations - Every insight and recommendation is specific to your vision, industry, and circumstances
Vision-first approach - We start with what you really want, then work backward to identify gaps and opportunities
Immediate value + long-term clarity - You'll walk away with actionable opportunities you can implement right away, plus a clear roadmap for bigger transformations
Investment & Next Steps
Investment: $2,497
Timeline: 3 weeks from start to finish
Week 1: Strategic Vision Discovery Session
Week 2: FutureView360 Assessment and Analysis
Week 3: Gap Analysis Presentation and Strategic Roadmap
What happens next: You'll have complete clarity on what's creating the misalignment you're feeling, plus a strategic roadmap to build the business you actually want. Many clients choose to implement the recommendations independently, while others explore our Design + Automate intensive for full transformation.
Frequently Asked Questions
Q: How is this different from working with a business coach or CFO? A: Business coaches understand vision but can't architect financial systems or advise on tax strategy. CFOs focus on financial management but rarely connect it to your personal definition of success. We bridge both worlds—strategic vision work combined with deep financial systems expertise.
Q: What if I'm not ready to make big changes right now? A: Perfect. The Gap Analysis is designed to give you clarity on what needs to change and when. You'll receive a prioritized roadmap that you can implement at your own pace, starting with the highest-impact opportunities.
Q: How do I know if this will actually help my specific situation? A: If you're feeling misaligned with your business despite external success, this assessment will reveal exactly why. We've worked with founders across industries and revenue levels—the core issue is usually the same: optimizing for the wrong outcomes.
Q: What happens after the Gap Analysis? A: You'll have everything you need to start closing the gaps independently. Some clients implement the recommendations on their own, others choose to explore our Design + Automate intensive for complete business architecture transformation, and others opt for ongoing Aligned Advisory support.
Ready To Discover What's Really Blocking Your Success?
Stop wondering what you're missing. Get the clarity you need to build the business you actually want.
Your business should build your future, not bury it.
Questions about the Gap Analysis?
Email us at info@futureviewcpa.com or schedule a brief consultation call to discuss whether this assessment is right for your situation.
FutureView CPA - Strategic performance architecture for visionary business owners
