[INSERT OF FINANCIAL PROFESSIONAL’S FIRM 
        INFORMATION]
    [THIS CAN BE MULTIPLE SLIDES 
    DEPENDING ON PREFERENCE]
  Insert Your Company Header
     Budget, Forecast & Plan for More Profit
   Flying blind: Simply reviewing your historical financial statements is not enough!
    - Taking the time to plan your financial future and measuring your performance against 
    estimated amounts yields better informed decision-makers and better decisions.
   Operate  like  the  big  companies:    Budgeting,  forecasting  and  planning  is  always  the 
   centerpiece of the financial management system for the largest and best companies in 
   the world. 
    - Example: IBM or General Electric have thousands of employees involved in budgeting 
    and forecasting.
    - But planning staffs are expensive: Small to medium sized businesses cannot afford to 
    hire full-time planners… but this is where we come in. 
    
         Before                     After
  Insert Your Company Header
      Budget, Forecast & Plan for More Profit
   We will be your Outsourced Finance Department
     At [INSERT FIRM NAME] we are experts in building budgets and plans, let us do the heavy lifting 
     for you.
     • This will enable you to exclusively focus your time on the value adding 
         discussions and thoughts, not complicated model-building.
     • Because we are so much more proficient than the other firms, we 
          can deliver this service at a price-point that our competition simply cannot achieve.
     We will  facilitate  and  optimize  the  performance  review  process  to  focus  on  what  is  most 
     important.
     • Drive the necessary discussions, ask the important questions.
     • Simply show up to the meeting and we will have the analysis ready for discussion..
     Our experience with a diverse group of clients gives us a unique and insightful perspective that 
     an exclusively in-house team would not have.  
     • Share best practices in respect to optimizing your budget and financial review process.
     • Develop actionable conclusions like specific cost/expense saving recommendations.
   Insert Your Company Header
                      Forward Looking Project Types
        1) Operating Budget/Forecast                               2) Strategic Planning
        1) Operating Budget/Forecast                               2) Strategic Planning
    Organizations  construct  their  budget  at  the     Help  leadership  get  a  better  understanding  of 
    Organizations  construct  their  budget  at  the     Help  leadership  get  a  better  understanding  of 
    beginning  of  the  year  and  perform  ongoing      long term risks and opportunities, yielding better 
    beginning  of  the  year  and  perform  ongoing      long term risks and opportunities, yielding better 
    performance  review.    Rolling  cash  forecast      strategic decisions and contingency plans.
    performance  review.    Rolling  cash  forecast      strategic decisions and contingency plans.
    process.
    process.
                Performance Review w/                              Sensitivity/Scenario Analysis
                Performance Review w/                              Sensitivity/Scenario Analysis
             Budget vs. Actual Comparison                                   Break-even
             Budget vs. Actual Comparison                                   Break-even
                     Rolling Forecast                                   Business Valuation
                     Rolling Forecast                                   Business Valuation
               3) External Estimate                                 4) Decision Analysis
               3) External Estimate                                 4) Decision Analysis
    When organizations need to demonstrate their         Many  organizations  make  large  investments, 
    When organizations need to demonstrate their         Many  organizations  make  large  investments, 
    estimated financial future to:                       acquisitions,  or  bid  on  large  contracts.  These 
    estimated financial future to:                       acquisitions,  or  bid  on  large  contracts.  These 
                                                         decisions need to be evaluated in an organized 
                                                         decisions need to be evaluated in an organized 
                         Lenders                         and effective way.
                         Lenders                         and effective way.
                        Investors
                        Investors
                    Business Partners                      Quickly build intelligent financial projections
                    Business Partners                      Quickly build intelligent financial projections
                   Board of Directors
                   Board of Directors
  Insert Your Company Header
         It is the process, not the product,      
                    that adds value.
   The Magic Report: Everyone is looking for a tool that will instantly produce information 
   that will yield better decisions, unfortunately that is a fantasy.
   Regular Budget/Performance Review: There is only one place to start for any business 
   that is serious about making better decisions:
    - Starting the year with a line-by-line budget setting process
    - Monthly Performance Reviews w/ Budget vs Actual comparisons
    - Monthly Rolling Forecasts
   A workout for your business:  Yes, or course, this will take some time, but it will be a good 
   workout for your business.