Build Financial Plans That Actually Work Beyond Next Quarter
Most businesses plan year by year and wonder why growth stalls. We help you map three to five year trajectories that account for real market shifts, cash flow patterns, and operational changes you'll actually face.
Explore Our Approach
Why Most Budget Plans Fail After Year One
Companies create detailed annual budgets but rarely think past twelve months. Markets change, teams grow, and what worked last quarter becomes irrelevant.
Revenue Assumptions Break Down
Your sales projections assume steady growth, but client contracts expire, competitors launch new products, and economic conditions shift. We build models that stress-test these scenarios before they happen.
Cost Structures Evolve Faster Than Expected
Supplier prices fluctuate. Staff salaries increase. Technology costs either spike or drop dramatically. Single-year budgets can't capture these patterns—but multi-year frameworks can.
Investment Timing Gets Ignored
When do you buy that new system? Hire that department head? Expand to a second location? These decisions need three to five year visibility, not quarterly guesswork.
Cash Flow Cycles Are Misunderstood
Seasonal businesses know this well, but even stable companies have hidden cash patterns that only show up across multiple years. We help you see the full picture.
How We Structure Multi-Year Financial Models
Year One: Baseline Reality Check
We start by mapping your current financial reality—not the optimistic version you present to investors. Actual revenue patterns, real expense trends, honest growth constraints. This becomes your foundation.
Year Two: Strategic Adjustments
Now we layer in planned changes. New hires, product launches, market expansions. Each gets modeled with conservative, moderate, and optimistic scenarios so you understand the range of outcomes.
Year Three: Scaling Dynamics
This is where most plans fall apart. Scaling costs aren't linear. Support needs multiply. Quality control becomes complex. We help you budget for these hidden expenses before they surprise you.
Years Four and Five: Long-Term Positioning
At this stage, we're looking at strategic positioning rather than exact numbers. What capabilities do you need? Which markets should you enter? What partnerships make sense? The framework guides these decisions.
Real Planning Challenges We Help Solve
These aren't hypothetical case studies. They're the actual situations Taiwan businesses face when trying to grow beyond next quarter.
Manufacturing Capacity Planning
A Tainan manufacturer needed to decide: expand their current facility or open a second location. The upfront costs differed by millions. We modeled both scenarios across four years, including hidden factors like logistics complexity and talent availability.
Service Business Staffing Curves
A consulting firm grew from fifteen to forty people in eighteen months. Sounds good until you realize their support costs tripled while revenue only doubled. We helped them build sustainable staffing models that matched their actual client acquisition patterns.
Technology Investment Timing
When should you replace that aging system? Too early wastes money. Too late costs you competitiveness. We create multi-year technology roadmaps that align infrastructure upgrades with business needs and budget reality.
Kasper Thornfield
Planning Advisor
What Multi-Year Planning Actually Looks Like
I've worked with businesses across Taiwan for the past twelve years, and the pattern is always the same. Companies create detailed annual budgets in December, present them to boards in January, and by April they're already outdated.
The problem isn't the budgeting process itself. It's the timeframe. One year is simultaneously too long to be accurate and too short to be strategic. You need a framework that balances near-term precision with long-term direction.
Our September 2025 program walks through building these frameworks step by step. You'll learn how to create rolling forecasts that update quarterly while maintaining a three to five year strategic view. No theoretical exercises—just practical tools you'll use immediately.
Review Program Details