Financial Advisory

Winning in business requires more than keeping score you need to see the field and call the right plays. At Touchdown Strategy, we turn financial data into clear insights that drive smart decisions. Our financial advisory services equip leaders with the tools to forecast, analyze, and optimize for long-term profitability and growth.
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Financial Advisory

Why This Service Matters

Too many businesses run blind managing finances with lagging data instead of forward-looking insight. With the right financial strategy, you can anticipate challenges, seize opportunities, and improve profitability before it hits the bottom line.
  • ✓ Create financial forecasts and cash-flow models that provide visibility and confidence.
  • ✓ Track performance with KPI dashboards and scorecards that highlight the metrics that matter most.
  • ✓ Analyze margins, costs, and profitability drivers to stop leaks and grow profit.
  • ✓ Support strategic decisions from financing and investments to expansion and acquisitions with financial clarity.

Service Features

✓

Forecasting & Cash-Flow Modeling – Forward-looking tools to plan for growth, manage liquidity, and avoid surprises.

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KPI Dashboards & Performance Scorecards – Real-time insights that track progress and keep leadership accountable.

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Margin & Profitability Analysis – Identify what’s really driving profit and what’s holding it back.

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Strategic Decision Support – Financial analysis and guidance for high-impact moves like investments, financing, and expansion.

Your Winning Advantage

With backgrounds in both Fortune 500 finance and small business turnarounds, we bridge the gap between Wall Street-level analysis and Main Street execution. Our sports-driven coaching approach ensures you’re not just tracking numbers you’re using them to win.

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Our Other Services

Business Strategy & Growth Planning

Without a clear strategy, businesses often plateau working hard but not moving the ball forward. We help you step out of the day-to-day grind and create a strategic roadmap that aligns leadership, resources, and execution. The result? Focused growth, better decision-making, and improved profitability.

Performance Optimization

Even the best teams face slumps but what separates champions is how they respond. At Touchdown Strategy, we help businesses identify weak spots, improve execution, and install performance management systems that link KPIs and key results to incentives and pay plans. When success is measured, rewarded, and reinforced, performance transforms into culture.

Leadership Advisory

Great teams win because of great leadership. At Touchdown Strategy, we coach CEOs and leadership teams to achieve alignment, accountability, and disciplined execution. Whether you’re guiding a growing business or preparing the next generation of leaders, our leadership advisory services give you the tools and coaching to lead with clarity and confidence.

Operational Efficiency

Championship teams win because every play is crisp and disciplined. At Touchdown Strategy, we help businesses streamline processes, tighten execution, and reduce waste so your operations run like a well-practiced playbook. Our operational efficiency consulting ensures your people, processes, and technology work together seamlessly to maximize productivity and profitability.