Financial Planning, Analysis, & Wealth Management
Financial Planning & Analysis (FP&A) is the other side of accounting. Your CPA helps you understand what you did, we help you understand where you are going.
Gain valuable insights into the Financial status of YOUR business...
Margin Analysis - nothing is worse than generating record revenue and none of that hard work reaching your bottom line. We excel at evaluating your revenue models and optimizing them so that you can keep more of your hard earned money.
Working Capital Requirements - Managing cash flow and cash reserves is essential to prevent your business from running out of cash while continuing revenue operations. This becomes especially important during growth!
Expense Planning - Congratulations! Its time to expand your operations. What does that look like? What will that cost? We have walked many owners just like your through this process!
Tax Planning - Communication with your CPA is key! Nothing makes your accountants job harder than unplanned changes in your business leaving them scrambling to figure out the most efficient way to compile your tax filings. We help you by providing projections and plans to your CPA so that they are never caught off guard.
Asset Acquisitions - How much debt, if any, should you take on to purchase new/more equipment to grow your business? What is the expected return on that asset? We can help ensure optimization of asset purchases.
Growth Modeling - Models are just that models. However, understanding the historical trends of your business, and what the likely future trends will be will guide you around many of the obstacles too many business owners run into because they did not see that challenge coming.
Mergers & Acquisitions - Thinking about selling your business? Get the most value out of your hard work by taking the time to financially prepare your business before going to market.
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Get your complete financial picture by adding FP&A to guide you on your growth journey.
Michael Goodrich is the Founder and CEO of Goodrich Financial Advisory LLC, dedicated to helping businesses thrive. He felt it was critical Goodrich Financial Advisory LLC operates on a “fee-for-service” Registered Investment Advisor (RIA) model, specializing in comprehensive FP&A services for businesses. Michael understands the crucial need for specialized financial guidance in the small business sector and offers personalized, high touch "CFO like" services that empower owners to make informed financial decisions.
With a distinguished background in the United States Air Force as an Aircraft Maintenance Operations Coordinator, Michael honed his skills in efficient personnel management, training, and financial resource allocation. He excelled in planning and leading multi-organizational teams in high-stress environments, showcasing his ability to complete projects successfully.
Through his strong leadership, financial management expertise, and unwavering dedication to clients, Michael Goodrich is revolutionizing the accessibility of financial guidance for small businesses. His goal is to propel them towards long-term success, growth, and profitability.
ALL securities and investments involve some level of risk. Investments are never guaranteed to appreciate in value and can even lose value. Past performance is not indicative of future results. For personalized financial advice, please reach out for a consultation.
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