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Strategy & Financial Modeling

At Coastal Breeze Advisory, we provide multiple different services that enable  business owners and stakeholders to make strategic financial decisions based on data and models

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Operating Budgets & Forecasts

Our comprehensive Financial Operating Budget services are designed to empower your business with a meticulously crafted budget plan, ensuring that your financial goals are aligned with your operational objectives.

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13 Week Cash Flows

With our 13-week cash flow analysis, you'll gain valuable insights into your company's short-term financial health, enabling you to make informed decisions and stay ahead of potential cash flow challenges.

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Business Unit Profitability

Our Business Unit Profitability analysis services enable you to gain a deep understanding of each facet of your organization’s operations, helping you identify areas of strength and opportunities for improvement within your business units.

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Margin Analysis

With our expertise in Margin Analysis, we provide you with a detailed breakdown of costs and revenue, helping you pinpoint areas where margins can be enhanced and strategies can be implemented to boost your bottom line.

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Full Business Assessments

Our Full Business Assessments offer a comprehensive and in-depth evaluation of your entire organization, providing a 360-degree view of your operations, financial health, and growth potential.

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Business Plan Creation

Our tailored Business Plan Creation solutions ensure that your business plan is not just a document, but a strategic tool that guides your decision-making and accelerates your business growth, setting you on the path to long-term success.

Reach out to learn more about how Coastal Breeze can help you!

941-233-5307

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© 2024 Coastal Breeze Advisory

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