FINANCIAL GROWTH

Up-level your

social impact business

by creating a

3-5 year financial plan.

For the

SAVVY BUSINESS OWNER
who wants to:

Know where your business stands financially

1

Enhance your current financial tools and management structure

2

Build a financial plan that uses measurable goals to help you proactively manage business growth for greater impact

3

Level-up cash flow management processes to prepare for scaling your business

4

Identify your funding gap for the next level of business growth

5

Get ready to apply for external financing to drive future business sustainability / growth

6

YES, THAT'S ME!

How can I help you clarify and plan for business growth?

1: DISCOVERY

Understand your business and social mission

Compile financial and operational data including an interview with the key finance person in your business

Clarify your business model, plan and goals

Create an action plan and timeline for your project

2: CURRENT SITUATION ANALYSIS

Analyze financial and operational data to assess where you stand in profit and social performance

Identify the gap between the current financial state vs. the growth plan

Identify appropriate metrics to level up social impact and profit

Identify the tools, reports, processes, and resources required to support the growth plan

3: GROWTH PLAN DEVELOPMENT

Develop assumptions for the financial plan

Create and review the financial plan to guide the business growth

Establish metrics to be reviewed regularly

4: DELIVERY

A final financial plan and recommendation to guide your growth for the next 3 to 5 years

Robust financial practices to elevate smart and strategic business decision making

Training for yourself and your finance team on how to use and update the financial plan