Together we can help you build a smarter business.
Forward Looking operates on the premise that long-term relationships are best and, as such, offers ongoing monthly or quarterly services.
Our Services
Our services are focused on the intersection of Strategy Development & Execution and Financial Review & Analysis.
Cash Flow for Leaders™
Cash Flow for Leaders™ provides a customized financial model of your business and its expected future cash flow. This tool drives a monthly review and discussion about where your business is currently and where it’s heading. By pinpointing areas of opportunity or concern, and working through the impact of operating decisions on your cash position now and in the future you will allow your business to move into the future with confidence.
Financial Strategy
for Growth™
Financial Strategy for Growth™ leverages customized financial modeling to give you the information necessary to evaluate future growth opportunities and decision making. This includes a recurring monthly review and discussion about your business – as with Cash Flow for Leaders™– and adds interim discussions and analysis regarding your market opportunities, analysis of potential investments, and as-needed strategic input and coaching as your day-to-day business changes and evolves.
Strategy Development & Execution
Most small and medium-sized business owners are exceptional at their craft, but oftentimes don’t have the time or background to develop a sustainable strategy that can drive long-term value for them as owners.
Forward Looking helps owners build and document a long-term strategy for their business based on their goals, and works with them to execute and be held accountable to their plan.
Financial Review & Analysis
Most business owners aren’t bookkeepers or accountants, and many find their financial statements confusing and of limited value in forward-looking decision making.
Forward Looking helps owners make sense of their financials, and works with owners to develop a dashboard of metrics and indicators that are critical to their business. As a result, owners are better informed about how their business is performing and trending, and are able to make better informed decisions that align with their long-term goals.
Formal or Advisory Boards
Business strategy and growth starts at the top, and having a team of trusted advisors to consult and troubleshoot with has never been more important. Whether a formal or advisory Board, Forward Looking can assist with building a high-functioning Board to help enable growth or navigate difficult operating environments.