Our Process
First Consultation
Our Initial Meeting
The path to financial confidence starts with your complimentary initial consultation with one of our business financial advisor. This meeting is an opportunity for you to ask questions, talk about your goals and priorities, and get to know each other.
During your conversation, you’ll learn the value you can receive from the Flexure Foundations Program, the costs associated if you decide to work with us, and next steps to get started.
Deep Dive
The Discovery Process
At Flexure, the Business Financial Planning process always starts with you and your objectives. During the discovery meeting, we will have a rich, enjoyable conversation to understand you, your business and your unique story.
Together we will determine where you and your business are now, where you want to be, and any gaps or obstacles that stand in the way. It’s our chance to get a very clear picture of the business finances, so that we can better build your custom business financial plan.
Strategy
Defining the Roadmap
What is the right financial structure for your company where it is today? What are the best sources of capital? And, what is the right finance strategy for your business over the next two to five years — business model, growth, investment and profits in mind?
During this stage, our team works with you to develop a financial strategy unique to your business that builds sustainable performance through planning, communication, discipline, and accountability to achieve your goals.
Delivery
We Measure Success
Now more than ever, it’s vitally important to understand your current financial condition and how future decisions will affect your growth and profitability. Using specific key performance indicators, we will work with you to make strategic, proactive decisions, which will directly affect your bottom line and lead to better business decisions moving forward.
Our business performance check-up is a comprehensive & dynamic narrative that takes a top-down approach in analyzing your business data. These checkups are done on a monthly, quarterly, and yearly basis to keep you on track and accountable towards achieving your goals.