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Budgets & Forecasting

Planning, budgeting and forecasting is typically a three-step process for determining and mapping out an organization’s short- and long-term financial goals:

  • Planning provides a framework for a business’ financial objectives — typically for the next three to five years.

  • Budgeting details how the plan will be carried out month to month and covers items such as revenue, expenses, potential cash flow and debt reduction. Traditionally, a company will designate a fiscal year and create a budget for the year. It may adjust the budget depending on actual revenues or compare actual financial statements to determine how close they are to meeting or exceeding the budget.

  • Forecasting takes historical data and current market conditions and then makes predictions as to how much revenue an organization can expect to bring in over the next few months or years. Forecasts are usually adjusted as new information becomes available. 

We provide planning, budgeting and forecasting services for all businesses. We can prepare a 1/2/3/5 year plan for your business and work with your internal team to prepare an integrated process for completing annual plans. Included in this service is revenue, price and cost modeling as well as various strategic recommendations for setting and reaching your target and goals.

Financial Planning

  • Individual Personal Goal Setting

  • Retirement Planning

  • Asset and Wealth Accumulation

  • Spousal Buyout and Settlement

  • Mortgage and Real Estate Advisory services

Financial Modelling

We work with all levels of business. If you have a sole proprietorship and want to take it to the next level we can recommend and institute a growth plan to get you there. We also work will small and medium sized business to provide advice on improving efficiency and/or reducing costs to aid in improving bottom line results.

Mergers & Acquisitions

We work within various industries to match businesses and opportunities with each other. We also perform a full review and document  disclosure process as well audit and review of current financial records. Here are some of the key functions:

  • Buying a business

  • Selling a business

  • Merging businesses

  • Pre-acquisition due diligence

  • Transaction risk

  • Post-acquisition optimization

  • Exit strategies

  • Performance optimization

  • Business valuations and analytics

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