Financial Forecasting

Phoenix professionals have substantial experience developing detailed and accurate cash flow models and realistic profit and loss and balance sheet forecasts. We strive to understand the drivers of our clients’ businesses first, then incorporate these drivers into the financial forecasts to more accurately forecast and measure results for our clients. Our forecasts assist our clients in understanding the financial ramifications of certain business decisions and potential operational changes, and defining the immediate and intermediate liquidity requirements.

In parallel with our clients’ management teams, Phoenix develops a comprehensive, base line cash forecast that becomes a very important tool in our clients’ decision-making processes. The forecasts often become part of a broader plan (e.g., turnaround plan, crisis management plan, operating assessment) that can be presented to our clients’ constituents.

Phoenix forecasts are based on our clients’ realistic ability to achieve results. Our forecasts are sensitized to the various internal and external challenges that our clients may be encountering. Hundreds of third parties have come to rely on Phoenix’s forecasting capabilities. We add credibility to our clients’ financial forecasting processes, and understand how these forecasts will impact their profitability. We also have extensive experience in reviewing existing client forecasts, as well as developing them from the ground up in situations where internal forecasts are not available.

Financial Forecasting services are available to both underperforming companies, as well as firms that desire insight into ways to improve and enhance their company’s value.

For examples of our Financial Forecasting work, please click here