Strategic Financial Planning

Turn ambition into a credible, funded financial plan.

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What this involves

Connect financial planning with business strategy, growth priorities and long-term decision-making.

A three year plan built by extrapolating last year is not a plan. We model revenue, headcount, investment and cash together, from the strategy you actually intend to pursue, and identify what funding is needed and when. Then we test it against a downside you would rather not think about.

What you get

What’s included

  • A long range plan built from your strategy, not extrapolated from history
  • Revenue, headcount, investment and cash modelled together
  • Funding requirement identified with timing attached
  • Milestones and measures set against the plan
  • The plan tested against a downside case
  • Reviewed and updated as the business moves

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Not sure which you need? The strategy call maps it in about twenty minutes.

Where does your finance function stand today?

A short conversation will tell you whether this is the right place to start, or whether something earlier in the sequence needs fixing first.

Book a strategy call

Strategic finance advisors for businesses that have outgrown bookkeeping and their accountants.

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