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Financial Forecasting Consulting

As a business owner, you likely understand the importance of accurate financial projections, but is this something that you take on yourself? By handling this responsibility on your own, you’re missing out on the benefits that a forecast from a professional team can provide. Cultivate Advisors offers financial forecasting services to make informed business decisions.

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Average Top Line Revenue Growth for Cultivate Clients


Average Bottom-Line Profit Growth for Cultivate Clients


Years of Combined Entrepreneurial Experience


Business Owners Advised


Advisors on the Team

What Are the Benefits of Financial Forecasting?

Our team has experience working with both lenders and investors to assist a range of clients with their financial forecasting needs. Not only can we help our clients prepare and assemble business plans but we can help you meet your lofty business performance goals.

Map Future Business Performance

If needed, we can assist you in developing a model that maps out the potential financial performance of your business so long as specific events, plans, and strategies are executed. We can also help prove the financial viability of new business ventures as needed.

Identify Financial Risks and Benchmarks

Our financial forecasting consulting services can also help you determine if there are any financial risks or cash shortfalls that are coming down the pipeline that you should reconsider. To give you a roadmap to success, we also help identify benchmarks that you can use to measure future financial performance.

Secure Future Financing

If you need to secure additional funding or a bank loan, our team can help!

What Are the Benefits <span class="m-heading__italic m-heading__snd-line">of Financial Forecasting?</span>

How We Help You
with Financial Forecasting

Our financial forecasting services are not one-size-fits-all. Our experts will get to know the history of your company’s financial situation before we begin helping you come up with a path forward toward financial success. Below are some ways that we can help.

step 1

Improve Financial Visibility

One important part of establishing a new business is to prove to your investors that your business model is financially viable. We can help assess your financial viability and make adjustments to ensure viability.

Improve Financial Visibility

step 2

Planning Your Cash Flow

As financial forecasting consultants, we can work with you to make sure that your business has sufficient funds to manage daily transactions and be there to help in the case of financial emergencies. We can also assist with planning for your business’s cash flow needs and where you might need to borrow money from investors.

Planning Your Cash Flow

step 3

Operational Planning

If you need help with operational planning, we can help your business meet its established financial goals. We have the knowledge to help set up your company on the path toward success, always checking in on your progress along the way.

Operational Planning

Financial Forecasting Is
Just a Part of the Workflow

Financial forecasting is only one part of our revenue management services and it isn’t an individual service. Instead, our team at Cultivate Advisors utilizes a unique propeller methodology that allows us to evaluate businesses as a whole, offering services to address specific pain points.

Financial Forecasting Is<br><span class="m-heading__italic toolkits-about__heading-italic"> Just a Part of the Workflow</span>

Meet Our Team ofAdvisors

We have a skilled and experienced team of revenue advisors who have worked with businesses of all sizes and across industries! Get to know our revenue advisors below.

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Agata Chydzinski

Agata Chydzinski

Senior Business Advisor

Denver, CO

Angi Semler Welch

Angi Semler Welch

Business Advisor | Director of 3X | Partner

Sanibel, FL

Greg Maddox

Greg Maddox

Senior Business Advisor

Chicago, IL

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See How We Help Business Owners

One of the best ways for us to demonstrate our approach and our success is through customer stories. This will help you better understand how our team works and gives you insight into the type of financial success that we can help your company achieve.

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Red Circle Technology

Red Circle Technology

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