Long Term Planning

Navigating tomorrow's challenges today: Proactive CFO services for long-term planning and financial resilience

Where do you see your business in three years, in five years, ten years and beyond? Financial Business Solutions can help find that solution by helping you put together a strategic plan or exit plan for your business. One of the most neglected areas of a business is long-term planning. Putting together a strategic plan is vital for the vision and growth of a business.

We can help you:

  1. Determine your business’s strengths and weakness
  2. What are the opportunities and threats to your business?
  3. What are your goals and objectives?
  4. Develop a plan
  5. Find the resources needed to execute the plan
  6. Follow-up and review the plan’s execution at certain pre-determined dates or milestones.

Long-term planning may encompass various aspects, including strategic business exit planning.

Closing down or selling a business is never as easy as it may sound. Even after all business operations have come to an end or have been taken over by another owner, the sale of business assets and management of liabilities may still need to be handled. That’s why wind-down financial management is one of our most requested services at FBS.

We offer different wind-down services depending on your needs and situation. If you need help handling a business liquidation, our liquidation financial management provides transition support that may include help with sale of assets, interim financial management, cash flow management, contact with vendors and customers, banking relations — all aspects of the wind-down process from a business closure perspective.

If you need wind-down services in the event of selling your business, we can take over the oversight of the remaining balance sheet items for assets and liabilities. This may include management of lawsuits, worker’s compensation plans, loans, deferred compensation plans, open bank accounts, or outstanding A/R or A/P that still have to be managed and resolved. Our liquidation financial management services provide oversight, financial management and reporting of these financial “loose ends” until the business is completely dissolved.

Hiring FBS for wind-down financial management is a smart move because we’ve handled many business sales and business closures, so we know what potential issues may arise and how to handle them.

There’s no need to pay Big Four fees. Save yourself time, money and worries by choosing FBS wind-down financial management services. Contact us today to get started.

Client Testimonials

Mike Curtis

CFO, Direct ChassisLink, Inc.

"Laura’s efforts on the work of the carve out from Maersk Line Limited set the foundation for Direct ChassisLink, Inc.  Her experience, hard work, and dedication helped the new standalone company set up Treasury/Cash Management, and FP&A/Reporting."

Victor Birchmeier

Vice President, Platinum Equity

"Laura's attitude and work ethic proved to be an integral part of our successful wind down of the Tecumseh Power business."

Bernard Drackwicz

VP Financial Shared Services, The McGraw-Hill Companies

"I was very impressed with Laura’s efforts, dedication and professionalism.  The successful transition of Tribune Education business into McGraw-Hill was a result of her efforts and those of her fellow associates."

Ned Moser

Managing Director/CFO, Hendricks Holding Co., Inc.

"Laura’s financial and operations background was instrumental on many M&A projects.  She effectively supported multiple projects from due diligence through integration."

Let's work together and make a plan.

Contact us today to see how Financial Business Solutions can help you make
the best financial decisions for your family, business or organization.

Bookeeping & Accounting

We provide expert outsourced bookkeeping and accounting services to meet the needs of individuals and small to large business. Services such as fixed asset reviews, bank account reconciliations, customer billing, HR solutions and payroll solutions and payroll management. Clarity in accounting is a primary goal for all of our clients.

Financial Management

Whether you’re a small business or large corporation, accurate monthly and annual reports, tax filing services, fractional CFO support, and e-commerce support allow you to effectively run your organization, enable you to better analyze operations, and help inform all financial decisions.

CFO Services

In todays fast-paced business world, having timely reports, analysis, and insights on your financials and project profitability enable you to make critical decisions for business growth. Our experienced CFO team can provide you the critical business consulting and financial advisory services. Fractional CFO services allow us to gain the expertise in your business niche.