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A La Carte Services

Strategic Planning Services

Our Strategic Planning Services are designed to help businesses align their financial goals with long-term operational strategies. We provide expert guidance in developing, refining, and executing financial plans that support sustainable growth and resilience in a competitive landscape.

Financial Goal Setting & Forecasting

Establish clear, achievable financial targets backed by detailed forecasting and scenario planning.

Business Model Evaluation

Assess current business models for profitability, scalability, and alignment with market trends.

Strategic Risk Analysis

Identify financial and operational risks with mitigation strategies that strengthen decision-making.

Performance Metrics & KPIs

Define and implement measurable indicators to track progress and ensure accountability.

M&A and/or Growth Planning

Support strategic expansion through mergers, acquisitions, or organic growth initiatives, including financial due diligence and valuation modeling.

Capital Allocation Strategy

Optimize the deployment of capital across business units
and investment opportunities to maximize returns.

Grow Your Vision

ï‚§ Identify Immediate and Long-Term Savings
ï‚§ Reduce Operational Waste and Inefficiencies
ï‚§ Improve Cash Flow and Profit Margins
ï‚§ Strengthen Budgeting and Financial Planning Processes
ï‚§ Support Data-Driven Decision Making

CONTACT
LOCATION
HOURS

Email: diem@carpediemfin.com

Phone: 817-614-5265

Based in Dallas, TX 

Serving Clients Nationwide

Mon - Fri: 8am - 5pm

​​Saturday: Closed

​Sunday: Closed

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