Switch Business ConsultingStrategic Planning
Where the business is going, on paper, eighteen months out
Monthly reporting tells you where you have been. This is the quarterly and annual layer that tells you where you are headed — and whether the plan survives contact with the numbers.
This is for you if…
- Your real planning horizon ends at the current month
- The annual budget is a spreadsheet exercise nobody looks at again in February
- You are making hiring, capacity or facility decisions with no multi-year view
- You have an ambition for the business but no financial path to it
- Your leadership team has never all worked from the same set of numbers
Engagement timeline
Month 1
Build the forecast engine and the driver set, validated against the last eight quarters of actuals.
Quarterly
Forecast refresh, variance review against the prior cycle, and a planning session that ends with decisions.
Annually
The full planning cycle and long-term plan update, delivered in a form you can hand to a lender, a board or a buyer.
What’s included
Scoped to your situation on the intro call — this is the full menu.
Rolling 18-month forecast
Refreshed every quarter, driver-based, tied back to actuals so the forecast earns its credibility.
Annual planning process
A real process with a calendar, templates, department input and a board-ready output — not a night of spreadsheet work in December.
Long-term plan development
A three to five year financial plan connecting where the business is to where you intend it to go, with the capital and capacity it implies.
Scenario modeling
Worst, base and best case built on the same engine, with the trigger points that tell you which one you are living in.
Quarterly planning session
A working session with the leadership team to reset priorities against the refreshed forecast.
Capacity & headcount modeling
What the plan requires in people, space and equipment, and when the cash for it has to be there.
Other ways we help
Core Financial Operations
The day-to-day financial backbone: monthly reporting you trust, a KPI dashboard, budget-vs-actual discipline, a rolling 13-week cash forecast and DSCR tracking.
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Capital Raise & Sale Readiness
Assessment and plan before you face outside scrutiny — historical results, the story of the business, and an internal valuation model with worst, base and best case.
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Capital Project Evaluation
A repeatable approval process for major spend: lease-versus-purchase analysis, a capital approval model, and tracking from proposal through results against approval.
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Financial Readiness Assessment
Find out where you stand in five minutes
Answer ten questions about your finances. You’ll get a scored readiness summary on the spot — and if we can help, a link to book a call.