Financial Modeling & Strategic Planning Services
Turn Numbers into Confident Decisions
Every major business decision has a financial consequence - growth, hiring, pricing, expansion, financing.
At Fortress CFO, our Financial Modeling & Strategic Planning services help founders and leadership teams understand the real impact of their decisions before they make them. We build clear, decision-ready models that bring clarity to uncertainty and support smarter, more confident execution.
This isn’t theoretical planning.
It is practical strategy grounded in financial reality.
What Is Financial Modeling & Strategic Planning?
Financial modeling translates your business into numbers so you can test decisions, manage risk, and plan intelligently.
Strategic planning connects those numbers to real-world action.
Together, they help you:
Forecast future performance
Understand trade-offs and risks
Plan growth responsibly
Align strategy with cash flow and capacity
We don’t just build models - we help you use them.
Our Financial Modeling & Strategic Planning Services
Financial Forecasting & Pro Forma Modeling
We build forward-looking models tailored to your business.
3-5 year financial forecasts
Revenue and cost modeling
Pro forma income statements, balance sheets, and cash flow
Assumption-based forecasting
Sensitivity and downside analysis
Outcome: Clear expectations for performance, growth, and cash needs.
Scenario & Decision Modeling
We help you evaluate major decisions before committing.
Hiring and staffing scenarios
Pricing and margin impact analysis
Expansion and new service modeling
“What-if” and break-even analysis
Risk and downside modeling
Outcome: Confident decisions backed by data - not guesswork.
Cash Flow, Burn Rate & Runway Planning
Growth fails without cash planning. We make cash predictable.
Cash flow forecasting
Burn rate analysis
Runway planning
Working capital modeling
Timing analysis for major expenses
Outcome: Fewer surprises and better control over liquidity.
Strategic Planning & Execution Support
Strategy only works when it’s executable.
Strategic roadmap development
Financial goal setting
KPI definition and tracking
Resource and capacity planning
Alignment between strategy, operations, and finance
Outcome: A strategy you can actually implement - and measure.
Capital, Investor & Lender Readiness
When capital is involved, the numbers must be defensible.
Investor-ready financial models
Lender and SBA support modeling
Use-of-funds analysis
Board and stakeholder reporting
Scenario planning for funding outcomes
Outcome: Credible, decision-ready models that stand up to scrutiny.
Who This Service Is For
Our Financial Modeling & Strategic Planning services are ideal for:
Founders preparing for growth or expansion
Businesses considering hiring, pricing, or structural changes
Companies planning for financing or capital raises
Leadership teams needing clarity before major decisions
Owners who want to move from reactive to proactive planning
Best suited for businesses doing $500K–$10M+ in revenue, though earlier-stage companies preparing for funding also benefit.
Financial Modeling vs Fractional CFO Support
This service often works hand-in-hand with Fractional CFO engagements.
Financial Modeling & Planning
Project-based or milestone-driven
Focused on specific decisions or goals
Builds clarity around “what happens if…”
Ongoing financial leadership
Continuous forecasting and oversight
Strategic guidance over time
Many clients start with modeling and transition into Fractional CFO services for ongoing execution and leadership.
How Our Engagements Work
We keep modeling engagements structured, efficient, and actionable.
Discovery & Goal Definition
Understand your business, assumptions, and decisions to evaluate.Model Development
Build custom, assumption-driven financial models.Review & Interpretation
Walk through outputs, risks, and insights.Decision Support
Help apply results to real business decisions.
Engagements are project-based or can roll into ongoing advisory support.
Why Fortress CFO?
✔ CFO-led modeling - not spreadsheet-only work
✔ Clear assumptions and transparent logic
✔ Models built for decision-making, not just presentation
✔ Experience across healthcare, professional services, and growth-stage businesses
✔ Strategy aligned with cash flow, capacity, and reality
We don’t hand you a file and walk away.
We help you understand what it means.
At Fortress, financial modeling is not a spreadsheet exercise. It is a strategic tool designed to support leadership decisions.
Our models integrate revenue drivers, cost structure, cash flow, and capital needs into a cohesive framework that allows leaders to evaluate options, understand trade-offs, and plan with intention.
Planning connects those models to action - aligning financial expectations with operational and strategic priorities.