Financial Forecasting Consulting

As a business owner, you likely understand the importance of accurate financial projections, but is this something that you take on yourself? By handling this responsibility on your own, you’re missing out on the benefits that a forecast from a professional team can provide. Cultivate Advisors offers financial forecasting services to make informed business decisions.

43%

Average Top Line Revenue Growth for Cultivate Clients

65%

Average Bottom-Line Profit Growth for Cultivate Clients

500+

Years of Combined Entrepreneurial Experience

2000+

Business Owners Advised

60+

Advisors on the Team

What Are the Benefits

of Financial Forecasting?

Our team has experience working with both lenders and investors to assist a range of clients with their financial forecasting needs. Not only can we help our clients prepare and assemble business plans but we can help you meet your lofty business performance goals.

Map Future Business Performance

If needed, we can assist you in developing a model that maps out the potential financial performance of your business so long as specific events, plans, and strategies are executed. We can also help prove the financial viability of new business ventures as needed.

Identify Financial Risks and Benchmarks

Our financial forecasting consulting services can also help you determine if there are any financial risks or cash shortfalls that are coming down the pipeline that you should reconsider. To give you a roadmap to success, we also help identify benchmarks that you can use to measure future financial performance.

Secure Future Financing

If you need to secure additional funding or a bank loan, our team can help!

How We Help You

with Financial Forecasting

Our financial forecasting services are not one-size-fits-all. Our experts will get to know the history of your company’s financial situation before we begin helping you come up with a path forward toward financial success. Below are some ways that we can help.

STEP 1Badges

Improve Financial Visibility

One important part of establishing a new business is to prove to your investors that your business model is financially viable. We can help assess your financial viability and make adjustments to ensure viability.

STEP 2Badges

Planning Your Cash Flow

As financial forecasting consultants, we can work with you to make sure that your business has sufficient funds to manage daily transactions and be there to help in the case of financial emergencies. We can also assist with planning for your business’s cash flow needs and where you might need to borrow money from investors.

STEP 3Badges

Operational Planning

If you need help with operational planning, we can help your business meet its established financial goals. We have the knowledge to help set up your company on the path toward success, always checking in on your progress along the way.

Financial Forecasting Is Just a Part of the Workflow

Financial forecasting is only one part of our revenue management services and it isn’t an individual service. Instead, our team at Cultivate Advisors utilizes a unique propeller methodology that allows us to evaluate businesses as a whole, offering services to address specific pain points.

Meet Our Team of Advisors

Get to know our team of qualified and passionate sales strategy consultants below! Our team is ready to get to work to help you grow your business.

Greg Maddox

Senior Business Advisor
Chicago, IL

Agata Chydzinski

Senior Business Advisor
Chicago, IL

Angi Semler Welch

Senior Business Advisor
Chicago, IL

Meet more Advisors

See How We’ve Helped Business Owners

One of the best ways for us to demonstrate our approach and our success is through customer stories. This will help you better understand how our team works and gives you insight into the type of financial success that we can help your company achieve.

B2B RECRUITING

Red Circle Technology

Michael Melendrez

  • Set achievable goals to increase revenue
  • Hire and train new team members to own key processes
  • Refined services, increase pricing, and create a monthly retainer with clients to increase revenue

We Work with Your Industry

For some industries, having an optimized sales process is one of the most critical aspects of success. For other industries, the sales process is only a small factor in overall business growth. Get to know some industries we’ve assisted with below.

High Tech

High Tech

Our pricing consulting services for high-tech companies help optimize pricing structures and strategies for software, hardware, and other technology products, driving revenue and maximizing profitability. Allow our pricing specialist to help you achieve pricing excellence and give your tech company a competitive edge.

Hospitality & Hotel Business

Hospitality & Hotel Business

If you’re looking for a travel consulting company, Cultivate Advisors is your trusted solution. We can help travel and tourism companies grow their business through thoughtful strategies.

Real Estate

Real Estate

Your search for quality real estate consulting services stops with Cultivate Advisors. We’ve helped countless organizations maximize their investments and improve their business.

Other industries your business relates to

Let’s Grow Your Business Together!

Set up a quick call to learn more about Cultivate and get a free assessment.