146x Filetype PPTX File size 0.79 MB Source: www.planguru.com
[INSERT OF FINANCIAL PROFESSIONAL’S FIRM INFORMATION] [THIS CAN BE MULTIPLE SLIDES DEPENDING ON PREFERENCE] Insert Your Company Header Budget, Forecast & Plan for More Profit Flying blind: Simply reviewing your historical financial statements is not enough! - Taking the time to plan your financial future and measuring your performance against estimated amounts yields better informed decision-makers and better decisions. Operate like the big companies: Budgeting, forecasting and planning is always the centerpiece of the financial management system for the largest and best companies in the world. - Example: IBM or General Electric have thousands of employees involved in budgeting and forecasting. - But planning staffs are expensive: Small to medium sized businesses cannot afford to hire full-time planners… but this is where we come in. Before After Insert Your Company Header Budget, Forecast & Plan for More Profit We will be your Outsourced Finance Department At [INSERT FIRM NAME] we are experts in building budgets and plans, let us do the heavy lifting for you. • This will enable you to exclusively focus your time on the value adding discussions and thoughts, not complicated model-building. • Because we are so much more proficient than the other firms, we can deliver this service at a price-point that our competition simply cannot achieve. We will facilitate and optimize the performance review process to focus on what is most important. • Drive the necessary discussions, ask the important questions. • Simply show up to the meeting and we will have the analysis ready for discussion.. Our experience with a diverse group of clients gives us a unique and insightful perspective that an exclusively in-house team would not have. • Share best practices in respect to optimizing your budget and financial review process. • Develop actionable conclusions like specific cost/expense saving recommendations. Insert Your Company Header Forward Looking Project Types 1) Operating Budget/Forecast 2) Strategic Planning 1) Operating Budget/Forecast 2) Strategic Planning Organizations construct their budget at the Help leadership get a better understanding of Organizations construct their budget at the Help leadership get a better understanding of beginning of the year and perform ongoing long term risks and opportunities, yielding better beginning of the year and perform ongoing long term risks and opportunities, yielding better performance review. Rolling cash forecast strategic decisions and contingency plans. performance review. Rolling cash forecast strategic decisions and contingency plans. process. process. Performance Review w/ Sensitivity/Scenario Analysis Performance Review w/ Sensitivity/Scenario Analysis Budget vs. Actual Comparison Break-even Budget vs. Actual Comparison Break-even Rolling Forecast Business Valuation Rolling Forecast Business Valuation 3) External Estimate 4) Decision Analysis 3) External Estimate 4) Decision Analysis When organizations need to demonstrate their Many organizations make large investments, When organizations need to demonstrate their Many organizations make large investments, estimated financial future to: acquisitions, or bid on large contracts. These estimated financial future to: acquisitions, or bid on large contracts. These decisions need to be evaluated in an organized decisions need to be evaluated in an organized Lenders and effective way. Lenders and effective way. Investors Investors Business Partners Quickly build intelligent financial projections Business Partners Quickly build intelligent financial projections Board of Directors Board of Directors Insert Your Company Header It is the process, not the product, that adds value. The Magic Report: Everyone is looking for a tool that will instantly produce information that will yield better decisions, unfortunately that is a fantasy. Regular Budget/Performance Review: There is only one place to start for any business that is serious about making better decisions: - Starting the year with a line-by-line budget setting process - Monthly Performance Reviews w/ Budget vs Actual comparisons - Monthly Rolling Forecasts A workout for your business: Yes, or course, this will take some time, but it will be a good workout for your business.
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