Financial Planning & Strategy Services

Business and Operation Planning with Proven Strategy

Crafting data-driven, well-informed strategies for your financial business needs. From the top down, Hatcher CFO Solutions will help you clearly define your business objectives while setting the strategy, establishing quantifiable metrics, providing detailed analysis and actionable advice in finance to drive your business forward.

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Effective planning can be the difference between running out of resources and experiencing exponential growth and profit.

Through detailed data analysis, Hatcher CFO Solutions can:

  • develop strategic financial plans and budgets

  • provide expert advice on positioning

  • capitalize on key opportunities

  • mitigate critical financial risks

Additionally, short and long-term goal setting provides a clear vision and quantifiable metrics that cascade down through your business, ensuring all of the cogs in the machine are moving in the right direction. Not only immediately felt, but efficiencies also seamlessly scale alongside your business. 

GUIDING THROUGH PHASES OF GROWTH

From smaller organizations focused on organic growth to large corporations preparing for an IPO, the upstream or downstream considerations are significant if not properly vetted as part of a long-term strategic planning process. Regardless of its growth stage, knowing the goals and financial needs of your business is a hallmark of Hatcher CFO Solutions and we’re here to help you through each phase:

  • Long-Term Financial Statement Forecasting: five-year financial statement projections detailing operations, hiring, expansion, acquisition, capitalization, and exit planning.

  • Capital Planning and Budgeting: determining best uses of capital through analysis of return on investment compared with the opportunity cost of capital.

  • Capital Financing: determining the optimal solutions for financing operations and capital investments through a mix of debt and equity instruments.

  • Hiring Planning, Compensation, Commissions and Bonus Analysis: analysis of compensation packages across the organization for consistency in addition to analysis of individual plans for market rate. Review and projection of the impact of commissions plans and sales incentives.

  • Long-Term Strategic Planning: incorporating all of the above components into a comprehensive strategy and plan to drive company results.

  • Price Modeling: analysis of fixed and variable costs to determine optimal pricing mix by product line, customer tier, geography, and various other contract terms.

  • Investor Presentations and Board Room Packages: comprehensive financial statements, projections and analyses with graphics developed for easy understanding.