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Financial Planning
 

We advise medium-​sized corporate clients, investment companies and
technology firms covering on all aspects of corporate financing.

 

Corporate financial planning is a process of  developing  short and long term financial goals for your business. Solver Corporate  offers the  dynamic  financial planning  as  part  oftheir process to implement corporate financial planning within businesses.

Public companies  do  corporate  financial  planning  regularly out of necessity.  Established private  companies  almost  never  do  corporate financial planning.  The direct and indirect problems  and  inefficiencies  that  a  lack  of  corporate  financial  planning creates within a company can be numerous. They include:

 

  • Lack of direction and focus from the bottom up
  • Lack of accomplishment and metrics for management and employees
  • Poor buy-in from employees
  • Spending too many resources on low value enhancing ideas
  • Incorrectly pricing your products or services
  • Missed growth or value creating opportunities
  • Lazy strategic thinking
  • Never reaching or exceeding your company's potential


Corporate financial planning never seems to get done for two primary reasons:
 

  • Private companies are not required to do it.  Think how much is spent on annual audits and reviews and compare that to how much is spent on proactive planning?

 

  • Corporate financial planning is seen as a cumbersome, labor intensive exercise, like budgeting, that is not going to produce any insight, change in direction, or results.


Nothing  could  be  further  from  the  truth.   Companies  that  practice  dynamic  corporate financial   planning get more focused, make better decisions, and gain  the confidence and peace  of   mind  to  know  they  are  on  a  path  that  creates  the  results they want. Most importantly, Dynamic Financial Planning also gives companies a financial baseline to make good decisions and find ways to exceed their current expectations.

To  help  companies  implement   this  valuable  management  tool,  Solver  Corporate  has  developed a rapid two step  financial planning process we call  Dynamic Financial Planning.


Dynamic Financial Planning

Create Corporate Financial Plan For Business

Unlike bottoms up budgeting or  other  tedious  exercises,  our  dynamic  financial  planning approach is a fast and detailed approach  to documenting  and  quantifying your company’s current growth plan, then working  to make sure your plan meets your future financial goals or objectives (such as future company valuation).

It’s a detailed corporate financial  plan that is both  energizing and based on reality i.e., that is-what  you  have  done  in  the  past  and  what are  committed  to  in  the  future.  Equally important, as real life impacts your business, this plan  can be  adjusted  to reflect changes, making your planning more accurate as time passes.


Ask What If

Once a corporate financial plan for your current  business  is created, the second step is to have some fun and play ‘what-if.’  For example, many entrepreneurial companies are under capitalized and that lack of funding can constrain a business from reaching its full potential.  

By having the discipline to first understand your current path and anticipated valuation, you now have a framework to make informed decisions for  new growth or acquisition strategies, raising capital to accelerate growth, or buying out partners or co-owners.


Dynamic Financial Planning Process

How The Dynamic Financial Plan Is Used


As  part  of  the  dynamic  financial  planning  service,  we  can  periodically  analyze  actual financials to help companies monitor their progress and adjust as needed.  Conversely, if it appears  the Company  may  require added  financing  to pursue the “What-if,” we dispose numerous contacts with financial contacts and can confidentiality share your  plan to gauge their initial feedback.  If the initial reception is good and the company wants to proceed,  we can step into a larger role of developing and  distributing  the  business  plan  to institutions and manage that process.

This service like all of our services is performed on an hourly consulting basis, thus allowing the company to use us as little or as much as they like.  Even  more  important,  companies know as a consultants we are  acting  as  a  truly  trusted  business  advisor  because your decisions on financing do  not  impact  our  fees.   In the end,  our  expectation  is  that  our services create more value for your company than you have had on your own regardless of the direction or capital  your  company  chooses.  The power is in the knowledge and action that comes from good corporate financial planning.


Contact  Solver  Corporate to help your company confidentially  explore  dynamic  Financial Plan Solutions.