Skip to main content
Insight 2911

Get the insights you need to drive true business performance improvements!
Insight 2911 – A comprehensive deep dive into the financial drivers of your business.

Whether you are looking to take your company from solid performance to Best In Class, restore the company to consistent profitability and financial health or prepare the company to raise capital:

Insight 2911 is designed to connect the dots to that future state!

“For I know the plans that I have for you”, says the Lord, “plans to prosper you and not to harm you, plans to give you hope and a future.” – Jeremiah 29:11 NIV

Insight 2911 is a multi-year, comprehensive financial deep dive into your business that highlights Risks, Threats and Opportunities and the financial impact of action plans to address.




The results of your Insight 2911 analysis will include:


  • Critical trends and relationships that indicate risks, liquidity issues, drivers of cash flow or shifts in EBITDA.
  • Company strengths and weaknesses to industry benchmarks.
  • Profit Trends by business segment.
  • Assessment of erratic performance and root cause analysis.
  • Insight on how banks and investors assess the company and its debt capacity to fuel growth.
  • A recommended suite of KPIs and a dashboard suite to monitor the targets.

Your Insight 2911 will…

deliver a recommended plan of action that will strengthen the company, drive sustainable results, and optimize EBITDA and Cash Flow.

Book your session today and empower your business to true performance improvements with the Insight 2911 program.

Book Your Session

Insight 2911 – Our Guarantee

Your CFO should NEVER become overhead in your company.
A strong CFO should be one of the highest ROI investments a company will make.

If you believe that our fees were not justified by the insight delivered, then you simply adjust the invoice to your perceived value.

No questions asked. No blood, no foul.

Book Your No Risk Session

I had the pleasure of working with Burt Copeland and the New Life CFO team at a crucial juncture for our company, VIRA Insight. As the CEO of VIRA Insight, I needed expert guidance to review our financial performance and chart a strategic financial direction following a significant physical restructuring and consolidation effort.

Burt Copeland and his team provided us with invaluable insights, astute financial analysis, and a meticulously crafted financial restructuring plan that perfectly aligned with our corporate goals.

The results of our collaboration with New Life CFO were exceptional. Thanks to their strategic guidance, VIRA Insight is continuing on a path of financial stability and growth.
I wholeheartedly recommend New Life CFO to any organization seeking financial expertise and strategic direction.

— Jeff Jones, CEO, Vira Insight, LLC