Benchmarking Diagnostic

Take the first step to unlocking your firm's potential.

Your most powerful tool is knowledge.

Benchmarking is our foundational engagement, and the right place for most firms to start. It shows you where you stand.

Our dashboards show you where your firm is now and what you should be monitoring to get ahead, by identifying the key metrics that reveal where you stand.

$4,500 · Four weeks · Credited toward a Vector engagement

Three reasons founders start here.

01

Find your growth leverage

Growth is math, not mysticism. We show you where the highest-return work actually sits — traffic, conversion, pricing, or capacity — so you stop pushing on the wrong one.

02

Increase profitability

At the end of the day, you want your bottom line to keep growing. We show you which levers to pull to get there.

03

Build transferable value

Profit is only half the picture. We score what a buyer, lender, or successor actually prices, and show you the gap.

  1. The leverage points that actually move growth
  2. Higher profitability
  3. Better results — against your own metrics and those of comparable firms

What you walk away owning.

01

A comprehensive analysis

A dynamic, living model that captures your firm's significant metrics. Built to be updated by your controller or fractional CFO, it supports your progress long after benchmarking is complete.

02

An action plan

A score for your firm's performance, based on firms of the same category and similar size, with the strategies that move it.

03

An estimated timeline

You'll make progress against your own benchmark and that of comparable firms.

Fifteen elements across three subcategories.

Upon submission of your financial and operating materials, your benchmarking score and action plan take fifteen elements across three subcategories into consideration. Each recommendation is tailored to your type of firm, firm size, and specific goals.

Growth

Growth Engine

  • Lead source concentration
  • Qualified conversations per month
  • Close rate and sales cycle
  • Average client value and tenure
  • Gross margin by offer
Capacity

Operating Capacity

  • Fee billings per FTE
  • Utilization and realization
  • Founder hours in delivery
  • Process documentation coverage
  • Operating rhythm
Value

Transferable Value

  • Founder dependence
  • Client concentration and distribution
  • Revenue predictability
  • Owner earnings quality
  • Value gap

Four weeks, start to delivery.

The Benchmarking Diagnostic typically takes four weeks to complete. A principal from your firm must participate.

Week 1

Materials gathering

Week 2–3

Benchmark development

Week 4

Delivery

We'll help you keep an eye on the numbers.

Discover how Benchmarking fits into the rest of the Vector method.