Financial Planning and Advisory

Transforming Financial Data Into Actionable Insights for Enhanced Business Performance

Our Financial Planning and Analysis (FP&A) services are designed to optimize your financial operations, enhance decision-making, and identify growth opportunities. As our primary service, FP&A is crucial for improving profitability and operational efficiency.

With a wealth of experience across various industries, we provide tailored insights and innovative solutions that drive your business forward.

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Financial Planning and Advisory Services Include

  • profitability margin analysis icon

    Profitability and Margin Analysis

  • capex budgeting ROI analysis icon

    CapEx Budgeting and ROI Analysis

  • key performance indicators icon

    Development and Monitoring of Key Performance Indicators (KPIs)

  • predictive financial modeling icon

    Predictive financial modeling to anticipate future outcomes

  • dashboard clock icon

    Real-Time Dashboard Integration for Enhanced Visibility

  • budgeting financial planning icon

    Budgeting and Forecasting for Informed Financial Planning

  • industry benchmark icon

    Industry Benchmarking and Scenario Analysis to Assess Performance

  • financial reporting stakeholder icon

    Customized Financial Reporting for Stakeholders, Investors, and Lenders

Case Studies

Case studies that apply to our FP&A services.

Improved Client Retention Rate to Support Profitability

A mid-sized service provider in a competitive market wanted to improve their financial and operational performance. However, we found that their Customer Retention Rate (CRR) was below industry average, which hurt long-term growth and profits.

With changes based on benchmarking insights, such as better customer service, a newly implemented customer reward program, and a streamlined onboarding process, the client increased their CRR from 70% to 83% in eight months. This reduced customer turnover and increased customer lifetime value, enhancing profitability.

Facilitated Partnership Buyout

Two long-standing partners in a successful manufacturing business decided to part ways due to differing management styles. We conducted a thorough valuation to establish a fair market value; facilitated discussions to help the partners reach consensus on the buyout structure; and helped arrange financing for the buyout.

By working with BBA, the partners were able to expedite the process, avoid disputes, and transition ownership smoothly. Our structured approach to valuation and negotiation preserved the business’s financial health and set it up for continued success under new ownership.

Explore our case studies to learn more about our comprehensive financial planning and advisory services.

business partners sitting on couch holding smart phone and looking at laptop

Financial Planning and Analysis Can Support Your Business’s Success

Contact us to learn more.