In order to sustain profitability and/or to support the growth objectives of their company, many business owners need to evaluate their strategic options, while not necessarily pursuing a transaction. Watermark Advisors has designed the CFO Decision Support Model as a flexible framework for evaluating and making important strategic decisions.

The process begins with in-depth industry research and analysis. A model is then drafted by incorporating the research, the company’s financials and alternative strategic scenarios and is presented to management for further input. The final CFO Decision Support Model incorporates alternative operating scenarios and/or financing structures relevant to a client’s business to enable them to measure and compare how current decisions may impact the value the company realizes in the future.

Companies can then consider the when, where, why and how of profitability and growth-related issues, while practical action steps that the business needs to implement over time are outlined. The CFO Decision Support Model is a custom, dynamic financial model that should be updated every six months to keep it relevant for decision-making.

View several of our Financial Modeling clients here.