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Services

“When preparing for battle, I have always found that plans are useless, but planning is indispensable.”

— President Dwight David Eisenhower

FinEx Offers Strategic Services:

  • Strategic business, financial, and capital plans.
  • Financial and economic forecasts.
  • Decision analysis and risk analysis.
  • Analysis of credit, capital position, and debt capacity.
  • Executive and trustee education.
  • Financial literacy education.

The value of strategic planning is primarily the discipline of the planning process.  The plan that results is an added benefit.

Planning is a flexible, dynamic, information driven activity. As a firm gets deeper into the planning process, it generates more and more information. This information needs to be organized and managed.

Information needs to be subject to a rigorous methodology that filters out marginal ideas.  We employ quantitative methods to minimize the influence of subjective bias and faulty assumptions.

Planning must be a practical process that serves management as a daily guide to what must be done to achieve company goals.

The FinEx approach to strategic business planning brings the process down from the 30,000-foot level to the nuts-and-bolts of daily management.  Businesses of all sizes — small, medium, and large — benefit from FinEx strategic services.