Services

Do you have the necessary tools and methodology to make good business decisions and project the related future financial results?

Financial planning is integral to the business planning process and plays an important role in long-term planning, making optimal business decisions and helping to advance an entity. While planning ahead for a solid future may seem like an obvious business objective, it presents a challenge for most businesses.

Many companies struggle with the complexity of financial projections and decision models. Since financial planning models must accommodate several time periods and possibly handle hundreds of variables relating to sales and costs, preparing one in-house can be daunting and is not always a feasible option. Many midsized businesses lack the resources, time and types of skill sets necessary to produce an accurate financial model.

How we can help
The experienced professionals at RSM McGladrey offer financial planning assistance that helps take some of the guesswork out of predicting financial outcomes. Through our approach, you view various business alternatives in a“what if” format. The benefit of this approach is you have the necessary information to make an informed business decision. 

And our approach is flexible. Depending on your needs, our services range from developing a comprehensive financial projection model to reviewing and evaluating your financial information.

Our assistance is designed to:

• Gain an understanding of your business plans
• Analyze historical data
• Review and evaluate your financial information and offer additional assistance with your decision-making
• Facilitate your financial analysis of key decision parameters
• Gather information to prepare the financial model or analysis, which includes asking questions about your expected operations and interpreting this information for the financial model  
  
• Help you develop a financial model.  

Our financial consultants help many companies like yours determine if financing is needed, and the type and amount of financing required. We also develop corporate financing or loan packages — a critical element in acquiring or refinancing debt and equity.

Why RSM McGladrey
We understand the time commitment and resources it takes to develop a financial decision and planning model. With this in mind, our services are designed to provide you with time saving and efficient ways to meet your business objectives.

Because our organization is structured to align with industries, ourconsultants have experience in several key industries including manufacturing,distribution, health care and financial services.