Corporate Financial Planning

Corporate Financial Planning With Lantern Capital Advisors

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.  Corporate financial planning problems 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
Dynamic Financial Planning Process
Dynamic Financial Planning Process

Corporate Financial Planning With Lantern Capital Advisors

Corporate Financial Planning never seems to get done for two primary reasons:

  1. 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?
  2. 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.

What is Dynamic Financial Planning?

We Create Corporate Financial Plan For Businesses

Unlike bottoms up budgeting or other tedious exercises, our dynamic financial planning approach is a fast and detailed approach to documenting and quantifying your company’s current growth plan, then working to make sure your plan meets your future financial goals or objectives (such as future company valuation).  It’s a detailed corporate financial plan that is both energizing and based on reality (that is-what you have done in the past and what you are committed to in the future).  Equally important, as real life impacts your business, this plan can be adjusted to reflect changes, making your planning more accurate as time passes.

Ask What If

Once a corporate financial plan for your current business is created, the second step is to have some fun and play ‘what-if.’  For example, many entrepreneurial companies are under capitalized, and that lack of funding can constrain a business from reaching its full potential.  By having the discipline to first understand your current path and anticipated valuation, you now have a framework to make informed decisions about new growth or acquisition strategies, raising capital to accelerate growth, or buying out partners or co-owners.

Dynamic Financial Planning Process

How The Dynamic Financial Plan Is Used

As part of the dynamic financial planning service, Lantern can periodically analyze actual financials to help companies monitor their progress and adjust as needed.  Conversely, if it appears the Company may require added financing to pursue the “What-if,” Lantern has numerous contacts with financial contacts and can confidentiality share your plan to gauge their initial feedback.  If the initial reception is good and the company wants to proceed, Lantern can step into a larger role of developing and distributing the business plan to numerous institutions and manage that process.

This service like all of our services is performed on an hourly consulting basis, thus allowing the company to use us as little or as much as they like.  Even more important, companies know as a consultants we are acting as a truly trusted business advisor because your decisions on financing do not impact our fees.   In the end, our expectation is that our services create more value for your company than you have had on your own regardless of the direction or capital your company chooses.  The power is in the knowledge and action that comes from good corporate financial planning.

Financial Planning Steps For High Growth Companies

Corporate Financial Steps For High Growth Companies

Read "Corporate Financial Steps For High Growth Companies"

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.


“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

What our Clients Are Saying About Our Corporate Financial Planning Services...

“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

What our Clients Are Saying About Our Corporate Financial Planning Services...

“My experience with Lantern Advisors has been long time coming and my expectations were exceeded. I had initially spoken to Chris Risey a few years ago and we ended up going with another firm. While the outcome at the end of the day was achieved it took much longer than expected and the cost was over 2X more than estimated and the billing was vague. I came back to speak with Chris after that experience and asked if he could step in and help me out of a real bind where I needed to get my last three years financial package ready for a potential lender with about a week’s notice and Sheryl Lyles knocked out a package that we would never have been able to put together internally in that amount of time and probably not even for the same cost due to the time. The ROI was definitely there. They 100% deliver on the promises made on the website. We will continue to work with them first on our future projects.” Ivan MadrigalCEO,  Purpose First Group

Raise Capital Process: Learn More About How We Raise Capital

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 FIRMLantern 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:

Corporate Financial Planning

Lantern Capital Advisors has experience successfully helping growing enterprises and entrepreneurs with corporate financial planning strategies and raise capital.  Our clients typically have revenues that range from $5 Million to $150 Million.

Contact Us to see how Lantern Capital Advisors can help your company with Corporate Financial Planning.

Learn More About Business Advisory Services with Lantern Capital Advisors