Service
Strategic & Financial Planning
Support documenting your company's strategic and financial plan, to secure a long-term competitive strategy and improve our clients' profitability, as well as support in corporate transactions.
+41%
1 Corporate Strategy
- Diagnostics to identify competitive advantages
- Documentation of the business plan and strategic actions
- Risk and weakness analysis, with a mitigation plan
2 Budgets & Financial Planning
- Medium- and long-term financial plan development
- Operating budget preparation
- Dashboards to track objectives and performance management
3 Corporate Transactions
- Consulting on mergers, acquisitions and company sales
- Support in obtaining financing
- Business and investment project valuation
Expected impact
What we document in the first 90 days
Where do we start?
A financial plan your leadership team will actually use
We don't hand you a document that ends up in a drawer: we build dashboards and budgets your team reviews every month to make decisions with data, not intuition.
Book a diagnosticRelated services
FAQ
Strategic Planning — frequently asked questions
What's included in Strategic & Financial Planning?
Diagnostics to identify competitive advantages, business plan documentation, a medium- and long-term operating budget, dashboards to track goals, and support with corporate transactions such as mergers, acquisitions and business valuation.
How long does it take to have a documented financial plan?
The first budget and financial plan cycle typically runs 12 months of active follow-through, depending on the size and complexity of the company.
Is this service only for large companies?
No. It's built specifically for small and medium businesses (SMEs) in Mexico and Canada that want to formalize their financial strategy with dashboards their leadership team will actually use.