✦ VFD Mastery delivers 28 hours of verifiable CPD – mapped to ICAEW, ACCA & CIMA requirements.      ✦ CPD budgets at work: compliance, reporting, forecasting & exit planning – all covered in Mastery.      ✦ Turn financial data into growth decisions with VFD tools & training.    ✦ Helping businesses improve cash, profits & exit readiness.    ✦ Forecasting, reporting, valuation – practical tools to run and grow your business

Focus Your Advisory Efforts Where They Matter Most

The Client Advisory Assessment Model (CAAM) identifies which of your clients are most in need of strategic support – and most ready to pay for it.

Are you spending time with the right clients?

CAAM gives you a data-driven way to prioritise your portfolio. It highlights the businesses showing signs of risk, decline, or opportunity – and ranks them based on their ability to pay for additional support.

No more guesswork. No more awkward sales conversations. Just the right insight at the right time.

Three Simple Steps to Advisory Focus

CAAM simplifies your advisory process by providing a clear framework. It helps you identify which clients need your attention the most.

Suitability

We assess whether the client’s data is robust enough to support useful analysis.

Opportunity

We identify risk indicators or growth triggers - revenue decline, margin erosion, cash deterioration, etc.

Readiness

We evaluate whether the client is in a position to engage and pay for strategic support.

Why Use CAAM?

See What Matters

Spot red flags before your clients do - and help them take action.

Save Time

Focus your meetings on the clients who are most likely to benefit — and buy.

Start Better Conversations

Use tailored emails and performance data to book high-value meetings.

Drive Growth

CAAM identifies clients ready for Exit Planning, Forecasting, or strategic projects.

Leverage Admin Resource

Campaigns can be run by admin or marketing, freeing up your fee-earners.

How Firms Use CAAM Today

Plan quarterly client reviews without guesswork

Identify at-risk clients before churn happens

Target clients for Exit101, IHT or R&D claims

Launch advisory services with your existing team

Create strategic upsell pipelines with no cold selling

Who Can Access CAAM?

CAAM is included in the Virtual Finance Director and Exit Success plans.

Want support from the VFD team? We’ll guide you through your first CAAM run and help shortlist the clients who matter most.

Get Started with CAAM Today

Connect your clients to VFD Pro and unlock your strategic shortlist.