Planning and analysis that keep pace with the business.
The annual budget, the rolling forecast, and the variance analysis that connects them to decisions.
Our capabilities
Talk to us about this service
Financial planning and analysis for growing privately held companies — building the plan the business is run on, maintaining the forecast as conditions change, and providing the analysis that turns variance into a decision.
- Annual budgets developed with the stakeholders accountable for delivery
- Long-range financial planning aligned to strategic objectives
- Target setting with defined ownership and timelines
- Driver-based models built around the factors that move results
- Scenario and sensitivity analysis on strategic alternatives
- Documented assumptions and model governance
- Rolling forecasts and reforecasts maintained throughout the year
- Budget-versus-actual analysis with variance drivers identified
- Key performance indicator tracking and trend analysis
- Financial impact analysis of strategic decisions
- Investment appraisal, payback, and return analysis
- Consistent evaluation frameworks for comparing alternatives
Why choose us
Planning that supports the decisions in front of you.
Engagements are led by a partner with experience on both sides of the transaction table — as an advisor to buyers and sellers across more than a hundred M&A transactions, and as CFO inside growing middle-market companies. All work is conducted in strict confidence.
Owned by the business
Plans developed with the people accountable for the numbers.
Current through the year
Rolling forecasts that reflect the business as it changes.
Actionable variance analysis
Causes identified, with a recommended response.
Transferable
Models documented so your team can maintain them.
Related insights
More insights →Let’s talk about what’s next.
No obligation — just a conversation. You’ll hear back from us directly, usually within one business day.