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FINANCIAL PLANNING

Money is the ultimate barometer of any company so it only makes sense that financial planning is a key component of a healthy company. The only financial planning that many companies perform is when they are faced with the need to raise capital to either start or expand their business. A good financial plan however, is far more fundamental than an exercise for fund raising. Our finance experts help companies develop an easy to follow, yet comprehensive financial plan that will help companies guide their activities without falling into to cash flow short falls which is one of the most significant results of poor financial planning.

We start with realistic projections, then establishing budgets for the various activities within the organization, and then create a series of key performance indicators that are easy to measure on a periodic basis. These indicators become the bellwether of the financial plan and represent to a company the vital signs that can readily detect an early problem that might be avoided with a solid financial plan.

A doctor quickly assesses our health by checking several key vital signs and comparing those readings to those of past visits. This allows her to know if there is a need to do a deeper exploration or analysis. A healthy company will clearly know the vital signs of their company and will be taking the readings regularly to make sure that the company is healthy, but also to immediately be able to make corrective action before any potential problems become worse.

Don’t wait—reach out today and let’s build a brighter future for your business together.

STRATEGIC PLANNING

In a small to medium sized business, it is hard to imagine having time to do any planning that is not strategic! Strategic planning typically refers to the process of creating a plan to take a company to its next level of growth. Whether a startup company, or a fully mature company that wishes to grow, strategic planning is the framework from which businesses execute their plans. Generally a strategic plan starts with a company’s mission and then the vision that they hope to achieve with their company. While strategic planning can take many forms, we like to start with a critical assessment of where the company sits today and then create a clear map from that point to their ultimate success. The result is plans that consider a company’s resources, the stakeholders and the various steps to reach their targets laid out and defined in clear, easy to follow and easy to measure steps that give a company a road map that can be followed by the entire company.

While we emphasize strategic planning, there are also many other occasions that companies need planning guidance whether considered strategic or not. We help companies through any planning process by clearly defining the objectives and breaking those objectives into steps that can easily be embraced by the team members and stakeholders. For those companies with advanced strategic planning needs, we also have on-line strategic planning software that can easily be deployed within companies so that their entire planning team can have a collaborative tool as they work through their projects and plans.

Don’t wait—reach out today and let’s build a brighter future for your business together.