Strategic Financial Planning

Strategy without numbers is a wish. Strategic financial planning translates where the business wants to go into a financial plan — long-range projections, the targets and milestones, and the capital and funding needed to reach them.

The firm builds the plan with you and keeps it live as a tool for decisions, not a document that gathers dust.

Strategic financial planning includes:

• A long-range financial model and projections
• Revenue, margin, and growth targets
• The capital and funding plan to support the strategy
• Scenario analysis and key assumptions
• Milestones and the metrics to track against the plan

1. 01

   Understand the strategy

   Get clear on the goals and the direction of the business.

2. 02

   Model

   Build the long-range projections and the assumptions behind them.

3. 03

   Plan capital

   Map the funding and capital needed to deliver.

4. 04

   Track

   Set milestones and metrics, and review against them.

PBT turns your strategy into a financial plan you can execute and track.

• A robust long-range model and projections
• A clear capital and funding plan
• Assumptions and scenarios made explicit
• Milestones and metrics to track delivery
• Scope, deliverables, and fees agreed in writing up front

• How far out should a financial plan look?

  Usually three to five years for the strategic horizon, with more detail in the near term. We tailor it to your business and decisions.

• Is this the same as a budget?

  A budget is the near-term, detailed operating plan; strategic financial planning is the longer-range view that the budget sits within.

• How long does it take?

  Building the plan typically takes a few weeks; it's then revisited as the strategy and results evolve.