Success requires growth & Growth requires planning
Financial Planning, Analysis, & Wealth Management
Fractional CFO Services
Strategic financial leadership on a part-time basis—get the insights of a seasoned CFO without the full-time cost.
Financial Planning & Analysis (FP&A)
Custom forecasting models, scenario planning, and performance dashboards that put your financial data to work.
Government Contracting Compliance & Strategy
Ensure your business meets DCAA, FAR, and CAS requirements while building compliant cost structures that win contracts.
Personal & Corporate Wealth Planning
Your business is your foundation. We help you build and protect your legacy through growing your wealth as the investment it is.
Business Financial Planning
Build a Financial Foundation That Supports Real Growth
At Goodrich Financial Advisory, business financial planning isn’t just about looking at last month’s numbers—it’s about forecasting, strategizing, and making data-driven decisions that shape the future. We specialize in Financial Planning & Analysis (FP&A), a discipline that brings clarity to your business finances by projecting cash flow, modeling different growth scenarios, and providing the insights you need to take confident action. Whether you’re preparing for expansion, improving margins, or building investor trust, robust FP&A is your compass.
Success requires growth, and growth requires planning
Business Financial Planning & Analysis
No business grows by accident. Success is the result of strategic execution backed by well-modeled plans, financial discipline, and clarity of vision. Whether you’re preparing for a capital raise, pursuing federal contracts, or expanding operations, growth without planning is just guessing. At GFA, we turn your ambitions into actionable plans—so you can grow with confidence, backed by data.
Our Service Plan
Core FP&A Services
Margin Analysis
Our expertise in margin analysis involves evaluating and optimizing your revenue models to ensure you retain more of your hard-earned money. We dissect your cost drivers and revenue streams to identify where profits are leaking—and how to plug the gaps.
Cash Flow Forecasting
Cash flow is the lifeblood of any business. We build forward-looking cash flow models that account for seasonality, operational shifts, and growth investments—giving you a clear picture of your business’s financial health before a crisis hits.
Scenario Planning & Pro Forma
You can’t prepare for what you don’t see coming. We run "what if" models for your business—expansion scenarios, capital raises, pricing adjustments—so you can make big decisions with confidence, not gut instinct.
Budget vs. Actual Reporting
Tracking actual performance against forecasted expectations is essential for accountability and strategy refinement. We build dynamic models and reporting that highlight what’s working, and where to focus next.
Strategic Asset Acquisition Planning
Whether it's equipment, real estate, or intangible assets, we guide business owners through the financial and tax implications of major purchases. From depreciation modeling to funding structure, our goal is to ensure every asset acquired strengthens—not strains—your balance sheet.
Capital Formation & Early-Stage Financing
For startups and scaling ventures, we support capital formation through equity structuring, investor readiness, and financial modeling for both debt and equity raises. From pitch deck financials to cap table planning, we help founders secure capital with confidence and clarity.
Mergers & Acquisitions
We sit alongside clients during acquisitions, capital raises, and ownership transitions—handling due diligence, financial modeling, and securities negotiations. Our role is to protect your interests at the table, translating financial complexity into strategic leverage.
Why Choose Us
Financial clarity built for builders, operators, and decision-makers.
We don’t just produce reports—we engineer financial systems that unlock growth, protect cash, and create long-term value.
We go beyond bookkeeping or basic budgeting. Our advisory integrates growth modeling, tax planning, and capital strategy into a unified financial plan—so every decision is tied to your long-term objectives.
From job-costing for contractors to indirect rate modeling for government bids, we speak the language of your industry. Our guidance is grounded in experience—not generic theory.
As your business grows, so should your personal wealth. We align your operational, financial, and ownership strategies to ensure your business supports—not competes with—your long-term financial future.