FINANCIAL PLANNING AND CONTROL
IMPROVE OVERALL PERFORMANCE, REDUCE RISKS AND ACHIEVE LONG-TERM SUCCESS
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IMPROVE DECISION MAKING:
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Make Informed Choices:
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Understand your financial health and take informed financial decisions.
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Mitigate Risks:
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Identify financial risks and mitigate them.
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ENHANCE PROFITABILITY:
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Reduce Costs:
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Identify cost reduction opportunities.
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Grow Revenue:
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Understand factors that drive revenue and implement strategies to increase it.
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IMPROVE CASH FLOW MANAGEMENT:
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Avoid Financial Strain:
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Ensure you have enough funds to meet obligations.
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Maximize Investment Opportunities:
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Control cash flow and take advantage of investment opportunities.
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INCREASE EFFICIENCY:
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Streamline Operations:
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​​​Identify inefficiencies, improve productivity, and reduce costs.
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Optimize Resources:
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Understand allocation of resources and use them effectively.
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SUCCESION PLANNING:
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Value your Firm:
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Determine value of the firm.
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Transfer of Ownership:
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​​​Facilitate transfer of ownership to a successor or partner.
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HOW WE OFFER OUR SERVICES
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PHASE 1
PLANNING
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One year, two-year, and 5-year financial plans.
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Know your forecast of income, expenses, earnings, EBITDA, owner distributions, and other key financial metrics.
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Discover the current value of your business (only for 5 year financial plans).
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A 20 to 25-page report with detailed assumptions, forecasts, and key performance indicators.
PHASE 2
PERIODIC REVIEWS
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​​Follow ups on a monthly, bimonthly, or quarterly basis.
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Analysis of plan vs. actual results of revenue, expenses, cash flows, EBITDA, owner distributions, and other key performance indicators.
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Adjustments to financial projections.
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Recalculated value of Company over time (only for 5 year plans).
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One on one presentation of results and executive summaries.
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HOW THE PROCESS WORKS
01
We send an email with a brief engagement letter, information request, and directions for payment.
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After we receive the information, we analyze it and set up Zoom meetings with you to ask questions about the information provided.
03
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You will receive a pdf financial planning report.
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Discuss of report via Zoom meeting.
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Periodic reviews (monthly, bi-monthly or quarterly).