Financial Planning and Analysis

Our outsourced financial planning and analysis focuses on compiling and reviewing your data and its impact on the company’s long-term strategy, as well as building levered models focusing on key performance metrics (KPIs). We help create and review your extended financial plan, and we generate management dashboards and board reports, analyze financial trends, calculate the effects of potential business decisions and advise company leaders. Essentially, we provide the analytical foundation to help your business stay on course.

Financial Planning and Analysis Services:

  • Budgeting and forecasting
  • M&A analysis and planning
  • Financial models and pro forma financial statements
  • Capital transaction prep, data room, due diligence, term sheet analysis
  • Financial/operational reporting packages
  • Coordination with investors, bankers, insurance agents, attorneys and auditors

Accounting & Advisory Partners