1. Eligibility
This offer is available exclusively to current members of The CEO Institute who register via The Member Marketplace.
2. Offer Inclusions
The Finance Health Diagnostic consists of:
• Review of information in outlined scope areas
• A written summary report outlining key findings, opportunities, and recommended next steps
• Diagnostics available to the leadership team of the business in Growth and Profit, Leadership and Strategic Planning
• Set up and Closing Meeting
3. Scope and Limitations
The diagnostic is an overview review and does not constitute formal financial advice, audit, or assurance. Recommendations are general in nature and based on information provided by the participant. MGI Dobbyn Carafa accepts no liability for decisions made based on this preliminary review.
4. Confidentiality
All information shared by the participant will be treated as confidential and used solely for the purposes of the diagnostic. No information will be shared with CEOi or third parties without written consent.
5. Booking and Availability
Sessions are by appointment only and subject to advisor availability. Once a CEOi member requests to take up this offer we will then work with you to book in the next available time for attending to and completing the diagnostic.
6. Payment of Fees
Fees are due 7 days from date of invoice. We will invoice 50% of the agreed price upfront and then the remaining 50% to be invoiced post the final completion meeting.
7. No Obligation
Participation in the diagnostic does not create an ongoing client relationship. Any further engagement will be subject to a separate engagement letter and standard terms of business.
8. Validity Period
This offer is valid until 28 February 2026, unless extended or withdrawn by MGI Dobbyn Carafa.
