Fractional CFO · Plan ahead

Growth and Funding Plan

A month‑by‑month forecast for the next 6 to 12 months, with “what if” versions for the decisions on the table, like a new hire or a second location. It shows how much growth the business can pay for itself and how much it would need to borrow.

The questions it answers

  1. 07Can you fund your growth without straining cash or taking on debt you’re uneasy about?
  2. 01Will you be able to meet your operating expenses over the next six months?
  3. 10When a big decision comes up, do you have a trusted advisor to think it through with?

What you get

  • A rolling monthly forecast
  • Two or three scenarios per decision
  • A one‑page recommendation

How often

Built in the first 90 days of Confident Decisions; rolled forward quarterly.

Free · 30 minutes · Video or phone

Not sure which of these you need?

Most owners aren’t. Tell us what’s keeping you up at night, and we’ll say plainly where we’d start.

Book an introductory callFree · 30 minutes