Bringing balance to your business.

 

We help small and medium sized businesses make confident decisions by helping owners build a sustainable business strategy, monitor the financial health of their business, and project future cash flows.

 
 

About Us

Ben Pappas, the Founder of Forward Looking, observed the struggles many small and medium-sized business owners face when it comes to making confident business decisions - most don’t have access to high-quality strategic financial advice and, as a result, make decisions about the future of their business in a highly reactionary manner.  Additionally, he noticed many owners heavily rely on their historical financial statements – which are fundamentally looking backwards in time – rather than leveraging their financial reporting in a thoughtful way to look forward into the future. As a result Forward Looking was born!

Forward Looking has seen countless business owners struggle with the balance between working in their business versus working on their business, and recognized that most owners are using their financial statements as a primary decision making tool.  

Strong decision making processes take into account the long-term plans for the business and leverage financial information as a forward-looking tool to inform and assist in day-to-day decisions.  By doing so, owners can be more confident in how their decisions impact the value of their business, more secure in their understanding of their future cash position, and develop more coherent and achievable long-term strategies that build value for all stakeholders of the business.

 

Our mission is simple; to help you develop your business into a financially stable and highly-valuable asset

 
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We are Educators

We are lifelong, multi-disciplinary learners and thinkers, and seek to educate our clients and each other.

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We are Overachievers

We are highly knowledgeable and willing to dig for the answers; no surface level responses.

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We Deliver Quality

We are obsessed with exceeding client expectations and delivering extreme quality in all we do.

Forward Looking Strategy & Finance

We Welcome All

All are welcome and treated with respect.

Let us help you build a healthy business.