A combination of lingering inflation, high interest rates, and growing caution among investors has many business owners wondering how they’ll fund their next move.
Whether it’s financing equipment, expanding your facility, or opening a new location, the money has got to come from somewhere – even if that somewhere is your own cash reserves.
As advisors, our Financial Planning & Analysis team understands that clients need guidance (not guesswork) when it comes to making informed funding decisions.
Microforecasting with Fathom simplifies the calculation and delivery of this guidance.
What is a microforecast?
A microforecast is a forecasting tool that allows us to visualize potential funding options in a clear, dynamic way – to not only map out the cost and repayment structure of a proposed purchase, but also to see how that purchase would impact other aspects of your overall company forecast, including cash on hand, profit margin, and liabilities.
With this data, we can help you prioritize business spending and lay out an action plan for when and how to fund investments.
Let’s answer tough questions together
Current CAS clients: Reach out to your Accountant in Charge to ask about microforecasting with Fathom.
Prospective clients: Schedule a no-obligation Discovery Call.
