The 90 Day Plan

90 Day

It is fair to say virtually every business in the United States has been affected negatively one way or the other by the Coronavirus shut down. Some companies were designated as essential businesses and could continue to operate, albeit with new rules on social distancing at work and possible disruptions from their supply chain. Other businesses had to bear the brunt of shutting down altogether. One thing that was in common for all businesses however, if you go back to January 1 of this year, none of us saw this coming. We all had to go into reactive mode to find a way through the crisis.

Now here we are in the middle of May and we have a general, but maybe fuzzy, idea how the rest of the year is going to play out as businesses reopen and many of us get back to work. Being a little fuzzy is not a good excuse for staying in reactive mode, it’s time to get proactive.

If you own a business, you should be taking out time now to prepare a plan for the next 90 days for your business when it’s back up and running based upon a certain set of assumptions. Assumptions on what could possibly go wrong for the rest of the year but along with positive assumptions on what can go right and can be taken advantage of to succeed and thrive between now and December 31. From an old George Harrison song; “If you don’t know where you are going, any road will take you there.” Take time out now to set reasonable goals and objectives for your business, think ahead to safeguard yourself and be ready for possible negative risks and take advantage of new opportunities.

Valuation Planning

Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.

Analytics & Business Intelligence

We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.

Goal Setting & Tracking

Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.

Insurance & Tax Planning

Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.

Human Resources

We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.

Accounting & Finance Support

Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.

Mergers & Acquisitions

Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.

Financial Planning

We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.

Banking Services

Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.


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