Financial Strategy and Profitability Planning
Clarify finances, unlock growth, drive smarter decisions.
At b3 Consulting, we understand that financial strategy and profitability planning are essential for making confident business decisions and driving sustainable growth. Our services help business owners gain a clear understanding of their financial health while identifying opportunities for scaling and optimization.
Achieve Clarity, Maximize Profitability.
From budgeting and forecasting to cash flow management and profitability analysis, we provide actionable insights that drive smarter financial decisions and help prevent you from being another statistic in the “small business that almost made it” category. Our tailored strategies ensure your business remains resilient, profitable, and prepared for long-term success in today’s dynamic business environment. With the right profit optimization and financial strategy, your business remains resilient, profitable, and prepared for long-term success in today’s dynamic business environment.
Strategic, Data Driven Insights for
Sustainable Growth.
With decades of experience across industries like legal, healthcare, and financial services, we understand the unique financial challenges you may be facing. Our consultants leverage data analytics to generate actionable financial insights that drive smarter financial decisions and enhance business finance strategy and profit growth. We help you set achievable financial goals and develop clear roadmaps to reach those goals. Whether you’re preparing for an acquisition, launching a new product, or managing a period of growth, our financial strategy and profitability planning will ensure your finances stay on track and support your business objectives.
The Problem.
Financial Fog: When You’re Busy, But the Numbers Don’t Add Up.
What We Hear
“We’re growing, but I’m not sure where the money is going. Cash flow feels unpredictable, and I’m constantly worried we’ll get caught off guard. We’re making sales, but profitability doesn’t seem to follow. I know I should have a better handle on the finances, but I’m too deep in the day-to-day.”
Symptoms
Unclear profit margins and inconsistent cash flow. Decisions made without real financial visibility. Lack of alignment between strategic goals and budget allocations. Unexpected expenses or missed revenue targets. Financial reports that are confusing, outdated, or ignored.
Root Cause
Many businesses rely on surface-level financial data or gut instinct when making strategic decisions. Without integrated forecasting, cash flow planning, and margin analysis, it’s impossible to know if you’re on track, or bleeding cash slowly. Financial tools exist, but they’re often underutilized, misunderstood, or siloed from strategic conversations. Without translating data into insight, business owners fly blind.
The Cost
You lose more than money, you lose control. Poor financial visibility can lead to missed growth opportunities, inefficient spending, and long-term instability. It’s the silent threat: even profitable businesses can run out of cash and collapse. In fact, studies show that 82% of small businesses fail due to cash flow mismanagement. Lack of financial strategy erodes confidence, margins, and momentum over time.
The Fix.
Align Finances with Strategy to Build a Profitable, Predictable Business.
Financial Health Assessment & Goal Setting
We begin by reviewing your financials, identifying risk areas, and aligning on long-term strategic goals. Using a data-driven lens, we help define SMART financial targets that support your broader vision. This upfront clarity ensures every financial decision moves your business in the right direction.
Forecasting, Budgeting & Cash Flow Planning
We implement forward-looking financial models using advanced forecasting tools and realistic budgets. This allows you to proactively allocate resources, plan for contingencies, and maintain stable cash flow even in uncertain markets. You’ll stop reacting to financial surprises and start driving financial strategy with confidence.
Profitability Optimization & Margin Strategy
Through deep profitability analysis, we surface high-impact cost-saving and revenue-growth opportunities. From pricing and margin strategy to expense control, we help you increase profit without sacrificing growth. You’ll know exactly which levers to pull to scale with resilience and intention.
KPI-Driven Strategy & Performance Monitoring
We develop and track key performance indicators that align with your strategic objectives and teach you the process. These metrics act as guardrails, helping you monitor progress, enforce accountability, and continuously refine your strategy. Our repeatable processes ensure sustained performance, not just short-term wins
Pro Tip.
Visibility is the First Step. If You Can’t See It, You Can’t Scale It.
Gut instinct has limits. Sustainable growth starts with crystal-clear financial visibility. That means more than reviewing past performance, it means forecasting with purpose, understanding your cost drivers, and knowing which levers move your margins. Build a proactive financial strategy that lets you make confident decisions before there’s a crisis, not after. When you measure what matters, you unlock growth that lasts.
Leverage Partnerships
Built for Success.
Babylon Asset Management
Situational capital to fuel the micro & lower middle market.
Babylon Asset Management provides event-driven, non-dilutive capital solutions for companies navigating complex financial situations. From M&A gaps and cash flow crunches to recapitalizations and growth orders, Babylon structures debt that fits the moment, fast, flexible, and founder-friendly.
With a focus on companies in the $5M–$100M revenue range, Babylon operates across the capital stack and invests directly alongside clients, ensuring aligned incentives. Their ability to move quickly and work outside the bounds of traditional credit makes them a powerful partner in the B3 financial strategy ecosystem.
Tortlink
The smartest way to fund your cases.
Tortlink connects law firms with over 70 vetted litigation funding providers, offering tailored financing solutions that support firm growth, stability, and strategic expansion. Their team simplifies the process, educating clients on available lending options, organizing materials, and expediting deals to ensure firms secure favorable terms with confidence.
Whether a firm is looking to improve cash flow, scale operations, enter high-value torts, or refinance existing debt, Tortlink brings trust, transparency, and deep industry knowledge to every step. As a partner, Tortlink strengthens our ability to support law firms with smart, growth-ready financial strategies.
Why partner with b3 Consulting for financial strategy?
Expert Guidance: Our team includes financial strategists with extensive experience in both corporate finance and consulting.
Customized Solutions: We tailor every financial strategy to your business’s goals and challenges.
Actionable Results: Our focus is on creating practical, measurable strategies that lead to improved financial performance.
Balanced Approach: We help you strike the right balance between growth and profitability for long-term success.
When you choose b3 Consulting for financial strategy and profitability planning, you gain expert insights beyond basic financial reporting, tailored to your needs. We have consistently demonstrated an ability to help firms improve cash flow, increase profit margins, and implement scalable financial systems.
Invest in a robust financial future.
Strategic financial planning fuels sustainable business growth. Don’t let financial uncertainty hold you back. Our profitability and financial strategy services help you make confident decisions, scale with intention, and maximize long-term success. Reach out today to build a stronger financial foundation for your business.
