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FINANCIAL PLANNING AND CONTROL

IMPROVE OVERALL PERFORMANCE, REDUCE RISKS AND ACHIEVE LONG-TERM SUCCESS

  • IMPROVE DECISION MAKING:

    • Make Informed Choices:

      • Understand your financial health and take informed financial decisions.

    • Mitigate Risks:

      • Identify financial risks and mitigate them.

  • ENHANCE PROFITABILITY: 

    • Reduce Costs:

      • Identify cost reduction opportunities.

    • Grow Revenue:

      • Understand factors that drive revenue and implement strategies to increase it. 

  • IMPROVE CASH FLOW MANAGEMENT:

    • Avoid Financial Strain:

      • Ensure you have enough funds to meet obligations.

    • Maximize Investment Opportunities:

      • Control cash flow and take advantage of investment opportunities.

  • INCREASE EFFICIENCY:

    • Streamline Operations:

      • ​​​Identify inefficiencies, improve productivity, and reduce costs.

    • Optimize Resources:

      • Understand allocation of resources and use them effectively.

  • SUCCESION PLANNING:

    • Value your Firm:

      • Determine value of the firm.

    • Transfer of Ownership: 

      • ​​​Facilitate transfer of ownership to a successor or partner.

HOW WE OFFER OUR SERVICES

1

PHASE 1

PLANNING

  • ​​Five-year plans: 2 years with monthly projections and 3 years on a yearly basis.

  • Know your forecast of earnings, EBITDA, distributions, and others.

  • Discover the current value of your practice.

  • A 25-page report with detailed assumptions, forecasts, and key performance indicators.

PHASE 2

PERIODIC REVIEWS

  • ​​Follow ups on a monthly, bimonthly, or quarterly basis.

  • Analysis of plan vs. actual results of cash flows, EBITDA, key performance indicators, and others.

  • Adjustments to the 5-year financial projections.

  • Recalculated value of Company over time.

  • One on one presentation of results and executive summaries.

2

HOW THE PROCESS WORKS

Kid with Digital Tablet

01

We send an email with a brief engagement letter, information request, and directions for payment. 

02

After we receive the information, we analyze it and set up Zoom meetings with you to ask questions about the information provided.

03

  • You will receive a pdf financial planning report.

 

  • Discuss of report via Zoom meeting.

​

  • Periodic reviews (monthly, bi-monthly or quarterly).

* Typically we ask for 3 years of financial information.
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