Challenges addressed.

Reasoned Advisory clients are complex organizations navigating the demands of their mission amid internal and external stressors. The financial strategy work of Reasoned Advisory better positions decisions and the work of specialist teams when faced with limited resources and an unstable future, as is the case with our focus clients in healthcare, higher education, and complex non-profits.

Complex organizations navigate the demands of their mission amid internal and external stressors…

Overhanging Concerns

  • Limited unearmarked resources

  • Dramatic and impactful change

  • Evolving business model and approaches

  • Intense operational focus

Given competing priorities, typically a moment occurs when the current path is simply not acceptable, and urgency emerges…

Tipping Point

  • Stress to support growth or change

  • Change in leadership or governance

  • Recognition of isolated financial decisions

  • Merger activity

  • Complacency in planning or teams

Pushing forward without a clear strategy can be costly, lose trust, and ultimately threaten the core mission.  The aims become clear…

Imperatives

  • Integrated decisions

  • Financial resource alignment

  • Execution agility

  • Effective communication

Reasoned Advisory clients are complex organizations navigating the demands of their mission amid internal and external stressors. The financial strategy work of Reasoned Advisory better positions decisions and the work of specialist teams when faced with limited resources and an unstable future, as is the case with our focus clients in healthcare, higher education, and complex non-profits.

The Pressure

Overhanging Concerns

  • Limited unearmarked resources

  • Dramatic and impactful change

  • Evolving business model and approaches

  • Intense operational focus

The Moment

Tipping
Point

  • Stress to support growth or change

  • Change in leadership or governance

  • Recognition of isolated financial decisions

  • Merger activity

  • Complacency in planning or teams

The Aim

Imperatives

  • Integrated decisions

  • Financial resource alignment

  • Execution agility

  • Effective communication

Solution:
Enhanced Financial Stewardship

Reasoned Advisory creates better financial stewardship by improving the connection between mission, resources, and uncertainty. We tailor our approach to your needs. These are some of the most common solution focus areas.

  • Risk Strategy

    Listen to the needs of the organization, harden its strategies while generating agility

    Actionable, financially-oriented enterprise risk programs

    Organizational risk assessment

    ERM advisory

  • Capital Positioning

    Set a responsive and integrated directive for managing assets and liabilities

    Coordinated assessment of capital strategy, responsive to organizational need

    Situational and programmatic analytics and decision frameworks

    Dashboards and performance monitoring

  • Functional Guidance

    Ensure the practices and specialists are aligned in their value with what the organization demands

    Platform review for cash management, investments, debt, risk processes, etc.

    Board education

    Advisor coordination

    Investment- and debt-advisor selection

Flagship Service:
Strategic Capital Positioning

A customized program leveraging the full spectrum of work to ensure financial strategy is aligned to the demands and capacity of the organization. We outline a clear approach to assessing and managing risks, helping guide decisions capital formation, capital deployment, and capital positioning. Our program provides practical advice so that financial management is flexible and aligned with the organization’s goals.

  • Framework

    Approachable and integrated method to make decisions

    Ability to bring together the work of specialists

  • Analytics

    Refreshed classic analytics

    New perspectives

  • Process

    Collaborative communication structures

    Senior led and agile

Collaboration

There are many ways to collaborate with us.
From a quick win to sustained success, we have a variety of ways to work with us.

  • Rapid Impact Consulting

    Consulting on a trending topic for one-tenth the cost.

  • Quick Win

    One-month implementations for immediate results.

  • Full Solutions

    Comprehensive strategies tailored to each unique situation.

  • Sustained Success

    Long-term partnership targeting disciplined and efficient programs.

Ready to see the whole picture? Get in touch.