FINANCIAL GROWTH
Up-level your
social impact business
by creating a
3-5 year financial plan.
For the
SAVVY BUSINESS OWNER
who wants to:
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