FinancialBM_icon_300.pngThe Financial & Operational Benchmarking Platform

It all starts here. The CB Financial Benchmarking Platform is a subscription-based online management tool that allows you to benchmark your club’s financial & operational performance against the industry’s largest and most accurate standardized database. Our proven Financial Insight ModelTM and Key Performance Indicators are the cornerstones of a common and strategic industry framework clubs use to accurately assess and benchmark their financial and operational health. LEARN MORE


Capital Planning Solutions


Capital Reserve Studies (CRS) 

Capital Reserve Studies powered by Club Benchmarking utilize the process and procedures developed by Paul Mueller, the industry’s foremost authority on Capital Reserve Studies. The first step in assuring your club's long-term health is detailing future capital needs via a Capital Reserve Study. LEARN MORE


Capital Strategies

Capital Strategies Modeling (CSM)

Capital Strategies Modeling is a natural complement to the Capital Reserve Studies Solution and a logical next step in a club’s long-term planning process. Our proprietary processes and platform are designed to help club leaders proactively plan for ongoing capital requirements and identify a strategy for achieving goals that ensure robust financial health and vitality well into the future. LEARN MORE

Member & Staff Solutions


Compensation & Benefits Benchmarking and Workforce Analysis

Advanced Compensation and Workforce Analysis delivers the insight you need to proactively manage staffing challenges and balance the club’s financial results with member service goals and expectations. LEARN MORE



Employee Engagement Analysis

Recruiting and retaining reliable, passionate employees who are motivated to serve is essential to your club’s success. We offer the industry's only club-specific Employee Engagement Survey to provide insight into the effectiveness of your employment practices and perspective on the culture of your club as seen through the eyes of your staff.  LEARN MORE



Membership Surveys

Our research-based approach to Membership Surveys goes beyond Member Satisfaction to provide actionable insight on Motivation (why members join your club); Attachment (what factors make and deepen their connection to the club); Value (which programs and amenities matter most) and Loyalty (how likely members are to stay). LEARN MORE



Board Education and Advisory Services

Board Education and Advisory Services are designed to have an impact on the dialogue in the club and focus stakeholders on the key issues. Our seminal research on club finance and operations produces game-changing insight which helps educate and align Board, Management and Members. LEARN MORE



Financial Consulting Services
Club Benchmarking Financial Consulting Services help clubs gain control of their financial future by leveraging fact-based data and proven insight. Historically, clubs have operated with a narrow focus, struggling from one year to the next and monitoring progress through last month’s income statement against budgets. Sustainable success requires a more strategic, forward-looking view of finances centered on stewardship of assets. Clubs must re-orient their financial perspective from a one month/one year at a time view of the income statement to a future-looking view of the balance sheet and physical assets.

Education for Chapters, Managers & Controllers
We offer a variety of sessions to engage and educate club industry professionals. CMAA-approved with education credits available for sessions of 90 minutes or more and no fees other than travel for CMAA Chapter presentations. LEARN MORE