Success requires growth & Growth requires planning
Financial Planning, Analysis, & Wealth Management
Success requires growth, and growth requires planning
Business Financial Planning & Analysis
Financial Planning and Analysis (FP&A) is a critical function within any business that involves budgeting, forecasting, and analytical processes to support an organization's financial health and business strategy. FP&A provides a comprehensive understanding of a company's financial performance, enabling informed decision-making and strategic planning. The importance of FP&A cannot be overstated, as it helps businesses optimize their operations, manage risk, and drive sustainable growth.
Core FP&A Services
1. Margin Analysis
Nothing is more frustrating than achieving record revenue without seeing it reflected in your bottom line. Our expertise in margin analysis involves evaluating and optimizing your revenue models to ensure you retain more of your hard-earned money.
2. Working Capital Requirements
Effective cash flow and cash reserve management are crucial to sustaining your business operations, especially during periods of growth. We help you understand and manage your working capital needs to prevent cash shortages and support continuous revenue generation.
3. Expense Planning
Expanding your operations is an exciting milestone. We guide you through the process of understanding the costs and implications of growth, helping you plan effectively for expansion and ensure financial stability.
4. Tax Planning
Seamless communication with your CPA is essential for efficient tax planning. Unplanned business changes can complicate your accountant's job. We provide detailed projections and plans to your CPA, ensuring they are prepared and your tax filings are optimized.
5. Asset Acquisitions
Deciding how much debt to take on for new equipment or asset purchases is crucial for growth. We help you analyze the expected return on investment and optimize asset acquisitions to ensure they contribute positively to your business.
6. Growth Modeling
While models are hypothetical, understanding historical trends and predicting future trends can help you navigate potential obstacles. Our growth modeling services guide you through forecasting and strategic planning, helping you anticipate and mitigate challenges.
7. Mergers & Acquisitions
Preparing your business financially before going to market is key to maximizing its value. Whether you're considering selling or acquiring, we help you get the most out of your hard work by ensuring your business is financially ready for the transaction.
Schedule your FREE Consultation
Are You Ready?
Get your complete financial picture by adding FP&A to guide you on your growth journey.
Our investment advisor representative / Founder & CEO
Michael Anthony Goodrich
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.
