Budgeting and forecasting.
See the road ahead.

Financial forecasting
with a plan behind it.

• Budgeting and forecasting: develop and maintain an annual financial plan.
• New-unit modeling: the economics and financial requirements of new locations.
• Break-even analysis: the sales and cost levels needed to reach profitability.
• Financing support: financial analysis and support for lender or financing discussions, including SBA loans.
• Strategic financial planning: turn business goals into financial priorities and actions.
• Implementation roadmap: practical steps, priorities and accountability.
• Executive advisory: higher-touch access for ongoing decision support.
• Four CFO sessions a month.

Questions about budgeting
and financial forecasting.

What is the difference between a budget and a forecast?

A budget sets the financial plan you intend to follow. A forecast estimates what may happen using current information and assumptions. Together, budgeting and forecasting help you compare your goals with the outlook and decide where to adjust spending, hiring, or growth plans.

What is financial forecasting?

Projecting your revenue, expenses and cash over the coming months and years so you can plan hiring, spending and financing before you need to.

Can you help prepare for an SBA loan?

We provide the financial analysis and projections lenders ask for and support you in financing discussions.

How is this different from Peak Ascent?

Peak Ascent covers monthly reporting and two CFO sessions. Peak Summit adds a full budget and forecast, growth and financing work, and four sessions a month.

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