Our Vision
Making high-quality commercial finance support affordable, giving founders and CFOs the tools to make informed financial decisions, and scale confidently.
BESPOKE FINANCIAL PLANNING SERVICE
Tailored financial plans that reflect your business’s specific needs and goals.
PERFORMANCE ANALYSIS FOR YOUR BUSINESS
An objective evaluation of the company’s financial performance, including profitability of products, customers and sales channels. Insight that will tangible improvements to the business.
FLEXIBLE SOLUTIONS
Whether you need ongoing support, one-off project-based assistance on key investment decisions, financial modelling or a financial review, we adapt to your requirements. A trusted partner on your business journey, empowering your business with financial plans and strategies needed to succeed.
Our Process
Engagement Process
Hale FPA is passionate about making a real positive difference to your business, therefore it’s important to feel confident that Hale FPA is a good fit for your business.
We’re confident that we can help you towards your business goals. That’s why we offer an introductory call and a separate business analysis/exploratory session where we can dive into more detail around the business and key drivers.
Please see the 4 steps on how we can work together
Introductory call
30 minute call to make sure that we’re a good fit for each other
Business analysis / exploratory session
This is our opportunity to scope out the work, but equally important is to dive into the business model and the key value drivers. Conducted on a 60 minute video call
Planning
Proposal completed, with agreed timelines, milestones, and costs. Aligned to the 4 key service offerings: (a). Budgeting & Forecasting, (b). Investment Strategy, (c). Financial Modelling, & (d) Performance Monitoring & Analysis
Completion
The final stage where everything is bought together: the analysis, recommendations and actionable insights