“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.