Built Through Actual Client Work

Our approach evolved from helping Buenos Aires businesses navigate their financial planning challenges. We spent years figuring out what actually works when companies face cash flow uncertainty, expansion decisions, or restructuring needs. What you see here came from real situations where standard advice fell short.

How We Track Progress

Numbers tell part of the story. We learned early on that clients need concrete markers during implementation. These metrics emerged from watching what helped businesses stay on track during economic shifts in 2023 and early 2024.

  • Planning Accuracy

    Most clients see forecast variance drop to 12-18% within six months as we refine their projection models together

  • Decision Timeline

    Average time to finalize major financial decisions decreased from 6 weeks to around 3 weeks with structured analysis frameworks

  • Cash Visibility

    Working capital monitoring improved from monthly to weekly updates, giving teams better runway awareness

  • Scenario Preparation

    Clients typically develop 3-5 contingency plans for different market conditions during our collaboration

Financial analysis workspace showing planning documents and strategy materials
2019

Framework development started

What Happened With Real Companies

Distribution Company Expansion

A logistics firm wanted to open three new warehouses but couldn't model the cash implications clearly. We spent March through August 2024 building their financial scenarios.

Opened two locations with stronger runway visibility

Manufacturing Cost Restructure

Production costs were climbing but the owner couldn't identify which changes would help most. We analyzed their supplier contracts and operational spending patterns over four months.

Identified 340,000 pesos in annual savings opportunities

Working with them changed how we look at our numbers. Before, we just hoped things would work out. Now we have actual plans for different situations and understand our cash position week by week.

— Regional manager, specialty retail chain

The People Behind This Work

We're a small team that spent years in corporate finance roles before starting this practice. Everyone here has dealt with budget crises, expansion planning, and those late-night number-crunching sessions that come with serious business decisions.

Walton Reed, senior financial planning specialist

Walton Reed

Planning Frameworks

Spent twelve years at multinational firms handling restructuring projects. Now focuses on helping mid-size businesses build their forecasting systems.

Cecelia Voss, cash flow analysis specialist

Cecelia Voss

Cash Flow Analysis

Background in banking and credit assessment. Works with clients on liquidity management and working capital optimization strategies.

Birdie Laurent, scenario modeling expert

Birdie Laurent

Scenario Modeling

Former investment analyst who specialized in emerging market volatility. Helps businesses prepare contingency plans for different economic conditions.

How Engagements Typically Unfold

1

Initial Assessment Period

We spend 2-3 weeks reviewing your current financial systems, talking with your team, and identifying where planning gaps exist. This gives us a realistic picture of what needs attention first.

2

Framework Development

Based on what we found, we build customized tools for your situation. This might include forecast models, cash flow dashboards, or scenario planning templates that fit your business rhythm.

3

Implementation Support

We work alongside your team for 4-6 months while new processes take root. Weekly check-ins help adjust approaches as needed and ensure everyone feels comfortable with the systems.

4

Ongoing Partnership

After the core engagement, many clients continue with quarterly reviews or reach out when facing new decisions. We stay available as your business situation evolves.

Schedule Initial Discussion