Case Study: a financial advisory firm improves cash flow visibility with MGO

A financial advisory firm with $10-$15 million in revenue improves cash flow visibility with MGO

MGO helped a financial advisory firm with $10-$15 million in annual revenue that was struggling with unpredictable income and a lack of cash flow visibility. This led to reactive financial management, difficulties in meeting obligations like payroll, and an inability to plan for taxes or partner draws.

MGO analyzed the firm's finances and developed a detailed cash flow projection model to handle various scenarios. They implemented strategic use of vendor payment terms and provided the insights needed for proactive tax planning. This solution gave the firm a clear view of its cash flow, eliminating financial uncertainty, allowing for informed partner draws, and providing the management team with greater peace of mind.