Founders + Operators

Strategic Finance

Helping you Feel Confident & Energized by Your Future

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A strategic partner with your finance
strategy from start to finish

From the starting line, we elevate your business with our strategic finance services, designed to align your financial strategies with your long-term goals. We have deep expertise in building financial plans and pro-formas that align your vision with current operations.  We can help you take your business from its current state to reaching the goals that you want to achieve.

Offerings

  • Financial Model / Pro Forma Creation
  • Strategic Partnership to Management Team
  • Goal / Target Setting
  • Scenario Planning
  • Ongoing Financial model maintenance
  • Long Range Planning
  • Capital Planning 
  • Margin Analysis
  • Operational Metrics Reporting and Analysis
  • Industry Benchmarking

How It Works

Every business is unique.  Some entrepreneurs are looking to build a great lifestyle business that allows them to focus their energy on other things.  Others want to build the next mega-tech IPO.  We start by understanding your goals and build a financial and operating plan to support exceeding those goals.

Step 1

Goal Setting

Goal Setting and Found Alignment – We meet with you and your other cofounders to identify a handful of goals that are unique to your business.

Step 2

Review

Review of current financial condition – We do a deep analysis of your current financials with the goal of identifying key areas of focus for financial modeling.

Step 3

Models / Performa

Financial Model / Proforma Creation – We build your custom financial plan that illustrates how you achieve your goals. 

Step 4

Maintenance

We meet regularly to discuss your business and key decisions. We review the financial model to understand current trends that can help inform strategic decisions and partner with you to ensure the financial and overall success of your business.

Let’s Get Started

Every project begins with understanding your needs and how Hurdle can help solve your challenges. Use the form below to tell us how we can assist, and we’ll be in touch to schedule a call and get started!