How CFOs Forecast M&A Synergies Before Closing
How CFOs forecast M&A synergies before closing using decision owners, phased savings, integration costs and a finance-validated value bridge.
Read article →OUTSOURCED FP&A · CONSULTING & ADVISORY
Need FP&A work done?
We can handle it.
Monthly reporting, forecasts, budgets, board materials, and financial analysis—delivered for your business. Or work with us to strengthen the finance team you already have.
Monthly FP&A delivery / Forecasting & reporting / Consulting & team development
TWO WAYS TO WORK WITH US
We can improve your FP&A—or run it for you.
DONE-FOR-YOU SERVICES
We do the work.
Recurring forecasts, monthly management reporting, budgets, cash analysis, and board materials, delivered for your business.
Explore FP&A services ↗CONSULTING & ADVISORYWe help you improve the work.
Build better planning and reporting processes, solve difficult decisions, and strengthen the capabilities of your existing team.
Explore consulting ↗How we help
Practical finance expertise, where it matters.
Forecasting, reporting, modeling and team development tailored to what your business needs.
Forecasting & Planning
Build forecasts and planning processes that reflect business drivers, surface changes early, and help leaders act.
Explore service ↗Scenario Modeling
Evaluate strategic options, pressure-test assumptions, and put costs and consequences on the table.
Explore service ↗Management & Board Reporting
Replace crowded reports with a clear view of performance, risks, decisions, and accountability.
Explore service ↗Cash Flow & Performance
Improve cash visibility, working capital planning, KPI discipline, and variance explanations that lead somewhere.
Explore service ↗FP&A Team Development
Help finance professionals build commercial judgment, executive communication skills, and ownership of decisions.
Explore service ↗Finance Systems & Process
Make reporting and planning processes more reliable, repeatable, and easier for your team to operate.
Explore service ↗Clarity, made tangible
See the business.
Understand the choices.
Illustrative examples of the reporting and decision support we help teams build.
Explore example deliverables ↗Revenue outlook$24.8m↗ 8.4% vs. plan
Operating margin18.6%Scenario dependent
Cash runway16 mo.Base case
Actuals and forward outlookJAN — DEC
JANMARMAYJULSEPDEC
SCENARIO ANALYSISOne decision.
One decision.
Several outcomes.
Base case
Upside
Downside
Make assumptions and trade-offs visible before you commit.
BUILT TO BE USEDBetter questions.
Better questions.
Clearer answers.
Our approach
Start with the decision.
Then fix the finance behind it.
01
DIAGNOSEFind the real constraint
We identify the decisions leadership needs to make and where current analysis, systems, or processes fall short.
02
BUILDBuild what matters
We improve the models, reporting, planning cadence, or workflows that directly support those decisions.
03
EMBEDMake it sustainable
We document the process and work with your team so improvements survive the next reporting cycle.
From the Blog
Ideas worth taking
into the next meeting.
Favorable Budget Variances Aren’t Always Good News
Sometimes the best-looking number in the financial report is the one that should worry the CFO most. The operations director has good news. “We’re $400,000 under budget.” The CFO looks up. “How?” “We delayed…
Read article →Why Budget Variance Analysis Keeps Missing the Point
Finance can explain every number. Management still doesn’t know what to do. The finance department has solved the mystery. Revenue missed budget by $1.2 million, and after three days of analysis, two meetings, and…
Read article →THE SCHLOTT COMPANY PRESENTS
FP&A Today.
Hosted by Sarah Schlott, FP&A Today brings finance leaders together for practical conversations about planning, performance, and decisions.
LATEST EPISODES
FP&A TODAY
Copy the Architecture. Not the Bureaucracy. | Eric Lin
Big-company FP&A has valuable lessons - but its processes are often responses to problems your business may not have. What should an FP&A team borrow from Google, Netflix, and Roku, and what should it leave behind? In this episode of FP&A Today,…
GET IN TOUCH
What does your finance team need help solving?
Whether you need ongoing FP&A support, a better forecasting process, or help developing your team, tell us what’s on your plate.
30MINUTE
CONVERSATION
CONVERSATION
Bring the question.
We can define the next step.
- Work you need delivered
- A process that needs to improve
- Support for your finance team