Corporate financial planning is the process of developing short and long term financial goals for your business. Lantern Capital Advisors uses dynamic financial planning as part of their process to implement corporate financial planning within businesses.
Public companies do corporate financial planning regularly out of necessity. Established private companies almost NEVER do corporate financial planning. The direct and indirect problems and inefficiencies that a lack of corporate financial planning creates within a company can be numerous. They include:
- Lack of direction and focus from the bottom up
- Lack of accomplishment and metrics for management and employees
- Poor buy-in from employees
- Spending too many resources on low value enhancing ideas
- Incorrectly pricing your products or services
- Missed growth or value creating opportunities
- Lazy strategic thinking
- NEVER REACHING OR EXCEEDING YOUR COMPANY'S POTENTIAL
Corporate Financial Planning never seems to get done for two primary reasons:
- Private companies are not required to do it. Think how much is spent on annual audits and reviews and compare that to how much is spent on proactive planning?
- Corporate financial planning is seen as a cumbersome, labor intensive exercise, like budgeting, that is not going to produce any insight, change in direction, or results.
Nothing could be further from the truth. Companies that practice dynamic corporate financial planning get more focused, make better decisions, and gain the confidence and peace of mind to know they are on a path that creates the results they want. Most importantly, Dynamic Financial Planning also gives companies a financial baseline to make good decisions and find ways to exceed their current expectations.
To help companies implement this valuable management tool, Lantern Capital Advisors has developed a rapid two step financial planning process we call Dynamic Financial Planning.
“Lantern Capital Advisors helped us look at many different types of financing alternatives and helped us find a new capital provider that increased our funding limits and released some of my personal collateral. As our business began to grow rapidly, Lantern also helped us modify our financing terms with our new capital provider. Since that time, Lantern has helped us evaluate acquisitions, set long term and short term financial goals, and serves as my on-going corporate financial advisor. I enjoy working with Lantern and I trust that their team have my best interests at heart.”
— DM, CEO, Houston, TX
“I have worked with Lantern on several different projects with multiple companies. Their past work has included corporate financial planning as well as securing financing options to fund faster growth, possible acquisitions, and additional working capital. Funding needs have ranged from less than $5 million to over $20 million. Lantern's work product, advice, and hourly based approach has worked well for us in many different ways.”
— AA, COO, Los Angeles, CA
To most, the words corporate finance or corporate financial planning especially when used in the context of high growth companies is just a fancy way of saying ‘raising capital’. But corporate financial planning plays a key role in unlocking and managing growth that goes far beyond just looking for capital.
Abstract: A fast break play in basketball occurs when a team races down the court and scores a goal as quickly possible. Loosely translating that to business, fast break strategy means an approach that maximizes an owner’s goal (i.e. like running up the score), or achieves a desired goal as quickly as possible.
What’s the old saying, “Adversity brings innovation”? As the financial markets began to unravel, many financial institutions stopped making new investments, those that were lending and investing were constantly changing their investment parameters. In order to give clients (and ourselves) peace of mind, we reengineered our approach to capital raising and found not only a solution for a challenging market, but a process that likely works best in any market.
As consultants, Lantern Capital Advisors has a defined process to raise capital and provide corporate financial planning services for our clients.
WE ARE NOT A BROKER. WE ARE NOT AN INVESTMENT BANKING FIRM. Lantern Capital Advisors is a corporate financial consulting firm that specializes in corporate financial planning and executing management buyouts, specifically geared towards raising capital for established growing companies.
Lantern Capital Advisors does not accept referral fees, broker fees, or equity as any compensation from any client or institution.
Our Services Offerings Include: