Financial Strategy
A decision keeps being postponed, and it is costing money
“There is a decision we keep postponing, and it is costing us.”What owners tell us
The situation
Signs you are facing this
- The same topic appears on every meeting agenda
- Partners or family members disagree without shared numbers
- Waiting has a cost nobody has measured
- Advice so far has been opinion, not analysis
The situation
A decision keeps being postponed, and it is costing money
Driver 1
Options not framed
Choices are discussed loosely, not compared side by side.
Driver 2
Missing numbers
Costs, returns and risks of each option are unknown.
Driver 3
No neutral view
Everyone involved has a stake in the outcome.
- 1
Diagnose
Frame the options
Set out each real choice, including doing nothing.
- 2
Design
Quantify
Cash, return, risk and timing for each option.
- 3
Embed
Recommend
A clear, reasoned recommendation and next steps.
- Decision brief with options
- Cost-of-delay estimate
- Scenario and risk comparison
- Recommendation and next steps
Common questions
What kinds of decisions do you support?
Investing in a new line or site, borrowing, restructuring, buying or selling a business, closing an activity, and pricing changes.
Why use an outside adviser for a decision?
An independent view is not tied to any side of an internal disagreement and brings a structured method for comparing options.
Related situations
- “Our finance team records numbers but gives us little insight.”Finance records the numbers but gives no insight
- “There are too many reports and I still do not know which numbers matter.”Too many reports, and still unclear which numbers matter
- “Our business has grown faster than our systems.”The business has outgrown its systems