Strategy Planning & Financial Modelling
Strategy planning, financial modelling to establish five-year revenue and profitability forecasts; building budgets across products, channels and regions in accordance with target.
With recent expansion to new regions, shareholders wanted to establish an agreed direction to achieve significant growth over five years with a view to both exit and further investment options.
To work with management to determine optimal targets for the next five-year revenue and profitability targets, given various avenues for growth and expansion across six countries.
To develop a five-year strategy for growth, bringing together different regions under a single global plan.
Strategy that focused on scaling up, salesforce performance, and supply chain excellence.
Strong, agreed on five-year sales and EBITDA targets for each country and globally.
Agreed plan to target acquisitions to accelerate growth.
Embedded cycle of delivery, monitor and review in relation to progress against the strategy.
The project gave the company defined five-year financial goals to build their growth strategy around and the ability to track monthly progress towards these goals.
Through a series of workshops we aligned the Board, management and sales teams in regard to growth targets by region, channel and product category.
Top 3 Tips
Clients that require strategic planning and financial modelling should:
- Gain agreement from shareholders and Board regarding any ultimate big investment or exit events.
- Underpin your strategy with business performance and market analysis.
- Build momentum across the business by looking at ‘what’s in it for me’ at different levels.