What is a Financial Roadmap?

A strategic plan outlining the steps & milestones required to achieve growth. It includes:

• Current Financial Assessment: Evaluating the current financial health of the business.
• Goal Setting: Defining specific, measurable financial goals.
• Strategic Planning: Strategies to increase revenue, manage costs, & optimise cash flow.
• Budgeting & Forecasting: Budgets & forecasts to guide decision-making.
• Performance Monitoring: Reviewing performance against goals & adjusting strategies as needed.

This roadmap helps businesses stay focused on their growth objectives and make informed financial decisions.

Depending on where the business is on its journey, Hale FPA groups these key outcomes under three services that is fundamental to an effective financial roadmap, detail below.

Three Key Service Offerings

1. Strategic Planning & Budgeting
2. Business Performance Analysis
3. Financial & Business Projects

Hale FPA is uniquely placed to drive growth through forward-looking, strategic financial analysis. Lets take each one and dive a little deeper -> see below.

1. Strategic Planning & Budgeting

A strategic plan that will map out the pathway to delivering the business and financial goals. Including budgeting and forecasting capabilities, to drive valuable insight and keep the company on track.

Challenge: A changing business environment, resulting in large swings in profitability and cash flow, at the mercy of hurdles and risks. Lack of focus and direction, unable to be flexible or responsive, navigate bumps in the road or capture growth opportunities that might come along.

Hale FPA offers a service that tackles this. A plan that aligns strategy to financials. Providing: direction & focus, proactive management in identifying risks & opportunities, employee engagement, and adaptability.

Who for: Businesses that have not reached the stage of recruiting an FP&A team.

2. Business Performance Analysis

Effective business performance management is vital.

Business Evaluation: An outside, objective evaluation of the company’s financial performance. Using scenario and sensitivity analysis, to unearth opportunities and highlight risks.

Actionable insight, to help manage your business, that ultimately feeds your bottom line.

Challenge: The business is missing financial targets, but unsure why. Performance reviews are not effective, focusing on KPI calculations and not on business drivers & actions.

Hale FPA addresses this. A clear, action-oriented financial and driver-based analysis, that informs decision-making. Such that performance reviews spend time on what drives the business towards its goals.

Who for: Small and medium sized businesses, looking for a finance strategic advisor to drive commercial finance insight, but aren’t looking to bring on a full-time senior FP&A resource.

3. Financial & Business Projects

Business Modelling: Analysing medium and long-term outcomes from the options you have available to you today. Including 3 statement financials, valuation modelling, or analysing returns on different investment scenarios.

Financial Analysis: Assessing the profitability of products, customers, sales channels. Providing analysis and insight that will drive effective decision-making and improvements.

Challenge: Not clear which products or sales channels are profitable. Or the Company has a significant investment decision: resource, time, or in some cases expertise, prevent the business from capitalising on this opportunity.

Hale FPA can assess the profitability across the different revenue streams & channels, to drive profitability and cash flow improvements. Whilst also providing financial models and senior advisory help on key investments.

Who for: Small and medium sized businesses, including PE/VC investors, who are undergoing transformation, a transaction, or seeking funding.