Strategic And Financial Planning

Good financial planning begins with an assessment of both the strengths and the risks in your present business.

Strategic and financial planning is more than just an annual budget. Financial planning requires an in-depth understanding of where you want your business to be in the next year, the next five years and beyond. Good financial planning begins with an assessment of both the strengths and the risks in your present business and your plans to capitalize on the strengths and mitigate the risks. A financial plan includes a sound and achievable revenue forecast based on your best knowledge of your business, your industry, and the economic climate. Financial planning allows you to critically examine your costs, not only to make cuts but also to see what areas require more investment.

If the financial plan requires additional capital, I can help you prepare the documents which completely describe the unique opportunity, introduce you to individuals who can help you raise the capital, sit in on meetings with potential investors, help you determine the right financing structure and assist in negotiating and close a financing that is right for you and your business. I have raised over $300 million for small and medium businesses through a variety of structures.