Finance and strategy integration
A strategy only works if it survives contact with the numbers. We connect strategic plans to finance, so every major decision is measured by the value it creates.
When clients call us
When strategy and finance drift apart
Clients usually come to us when the plan and the numbers are telling different stories.
A vision without a plan
Leadership knows where the company should go, but not the economics of getting there.
A strategy that isn’t showing in results
Initiatives are under way, but the effect on margins, cash and returns is unclear.
Too many priorities
Every initiative looks important, and there is no common way to rank them.
Budgets that don’t reflect the strategy
The annual budget rolls forward last year’s numbers instead of funding the plan.
Growth that consumes cash
Revenue is growing, but each new dollar of sales requires more capital than expected.
A strategic plan for the board
The board wants a plan with clear targets, economics and measures of progress.
How we help
Strategy measured by value
Finance and strategy integration for leadership teams in Vancouver and across Canada. We combine capital allocation, performance improvement and M&A experience to help companies grow profitably.
Value-based management
Return metrics and KPIs built into strategic decisions, so options are compared on the value they create for the company and its owners.
Lean finance
Finance used as a diagnostic tool for performance and productivity, showing how changes to business practices affect the bottom line.
Vision to execution
A founder’s or CEO’s vision turned into actionable plans, with a proper economic assessment behind each step.
Strategic planning and budgeting
Plans and budgets that fund the strategy, with targets management can own and the board can track.
Performance measurement
KPIs and reporting that link day-to-day results to strategic goals.
Portfolio and investment choices
Which businesses, markets and projects to invest in, grow, fix or exit.
Our view
Finance belongs at the centre of strategy
Corporate strategy is not only a matter of chasing the highest returns. It is about understanding a company’s strengths and where they make a difference, then committing resources accordingly.
Finance keeps that honest. It turns strategic choices into cash flows and returns that can be compared, and it shows early whether a plan is working. Read what we mean by strategic finance.
How an engagement works
Five steps from vision to results
We work with the CEO and senior leadership, usually over a planning cycle, and stay involved as the plan is put into practice.
- DiagnoseReview performance, the current strategy and where value is created and lost.
- FrameTranslate the strategic vision into options with measurable economics.
- ChooseCompare the options on value, risk and fit, and agree the priorities.
- PlanSet the targets, budgets and KPIs that fund and track the chosen strategy.
- ReviewMeasure results and adjust the plan as conditions change.
Want your strategy and your numbers to tell the same story?
What you receive
A plan the whole leadership team can own
Every deliverable ties strategic intent to financial outcomes.
- A value driver analysis of the business
- Strategic options with their economics compared
- A strategic plan with financial targets
- A budget aligned to the plan
- KPIs and a performance dashboard
- Regular reviews of progress against the plan
Selected clients
Companies we have worked with
Frequently asked questions
Questions we hear most often
What is finance and strategy integration?
It is the practice of making strategic decisions with finance at the centre. Every option is assessed on the value it creates, and plans are backed by budgets, targets and measures that show whether they are working.
Who do you work with?
CEOs, founders and senior leadership teams, usually alongside the finance lead. In smaller companies we often fill the strategic finance role directly through our fractional CFO practice.
How is this different from a traditional strategy engagement?
The output is a plan the business can run, with the economics worked out, rather than recommendations left in a presentation.
How long does an engagement take?
It depends on the scope. Some engagements focus on a single strategic decision; others run through a full planning cycle and the reviews that follow.
Do you only work with companies in Vancouver?
No. We are based in Vancouver and work with companies across British Columbia and Canada.
How are fees set?
Fees depend on the scope and complexity of the work. We confirm them in an engagement letter after a first conversation, so the cost is clear before work begins.
Have a question that isn’t covered here? Start a conversation.
