Financial planning

Budgets, cash forecasts and pricing reviews for owner-managed businesses.

The client wanted an outside view of a difficult problem. The recommendations were agreed by the board within a month. Six months later, the changes were firmly in place.

We interviewed staff at every level and mapped how the work really flowed. We stayed involved for the first phase of implementation. The client has asked us not to publish its name.

What's included

  • A written proposal with fixed-price phases
  • Follow-up sessions after delivery
  • Interviews with your team

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