Budget Development & Financial Planning

It has been said that a business without a budget is not a business at all but rather a hobby. For small and even some medium sized businesses, the budget process is ad hoc or no longer meets the needs of a growing or changing organization. Gear Up can help develop and execute a budget process that matches the way you do and look at your business. We’ll provide you the tools to analyze your actual performance to budget on a recurring time interval to maximize the benefit.

While Budgets are typically done for one-year periods, longer term financial planning is required to develop optimal capital structures and prepare for future opportunities.  Gear Up Finance can provide long-term financial plans that include sensitivity analysis to help your management team think strategically about your capital and organizational structure.  These types of plans are also a key step in preparation for raising capital or satisfying the requirements of third party investors.

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Corporate Development

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427 S. Boston Avenue, Suite #305 • Tulsa, OK • 74103 • 918.231.4571 • david@gearupfinance.com

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