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Acme Corp — CFO Executive Search

In negotiationPermDHS

Acme Corp · $120,000 · $72,000 (60% weighted) · Close: Apr 30, 2026 · Richard F.

Qualified
Discovery
Agreement sent
In negotiation
Won
Key contacts
JR

James Richardson

CFO · Decision maker

SL

Sarah Liu

VP HR · Champion

Deal details
DivisionDHS
Deal typePerm — Contingency
PipelineAccount Management Pipeline
Deal amount$120,000
Weighted amount$72,000
Probability60%
Forecast amountNot set
Close dateApr 30, 2026
Next action dateMar 30, 2026
AMRichard F.
SourceInbound — referral
CreatedMar 1, 2026
Last activityMar 26, 2026
Closed lost reason—
Related jobs

CFO · Acme Corp

Offer extended

JO-2026-0047 · Austin, TX

4 candidates · 1 presented · Pipeline value: $120k

Activity log
Note

Agreement review call with James

James wants to adjust fee structure — proposing 22% instead of 25%. Checking with Richard before responding. Next call Mar 30.

Mar 26, 2:55pm · Richard F.

Stage change

Agreement sent → In negotiation

Mar 24 · Richard F.

Email

Search agreement sent to James Richardson

Sent 25% contingency agreement for signature. DocuSign included. Opened same day.

Richard F. → James Richardson · ✓ Opened

Mar 22 · Richard F.

Stage change

Discovery → Agreement sent

Mar 22 · Richard F.

Task

Send search agreement to James Richardson

Mar 18 · Richard F.

Note

Discovery call — James Richardson

Great discovery call. CFO role critical — current CFO retiring June 1. Budget approved $240–260k. Timeline aggressive — need placed by May 15.

Mar 15 · Richard F.

Stage change

Qualified → Discovery

Mar 15 · Richard F.

Stage change

Deal created — Qualified

Mar 1 · Richard F.