Finance
Understand performance, costs and the demands on cash.
A workspace for advisors.
Work with the back-office team to connect company context, relevant external research and advisor judgment in an SMBtv briefing for the owner.
See how the work connectsBegin with the business.
Company information and the owner’s priorities give advisors the context for the question ahead.
Growth
Consider customers, markets and the next opportunity.
Technology
Connect systems and capabilities to the business plan.
External Research adds the developments that could change that picture.
InternalProduct preview
FinanceGrowthTechnology
Understand the business.
Company context across Finance, Growth and Technology gives the question a starting point.
Global research is current. The broader research module, Internal, Advisors and the SMBtv handoff show the intended experience. Illustrative portraits to keep actual advisors’ and companies’ profiles confidential.
The outside world.
In business context.
Relevant developments from the places, industries and global forces shaping your business. Advisors bring that context into the company’s next decision.
Local & National News
Developments in the places where the business operates.
Local conditions, national policy and regional opportunities.
Industry News
Trends and developments affecting its sector, customers, competitors and suppliers.
Sector shifts, customer demand and emerging practices.
Global News & Insights
Global forces that could influence its opportunities, costs and decisions.
- Conflicts
- AI
- People
- Capital
- Energy
Selected news, research and industry perspectives help put developments in context.
Strait of HormuzWhat could a shipping disruption change?
It could prompt an advisor to review supplier exposure, freight costs and working-capital needs.
World developmentBusiness exposureAdvisor review
Illustrative example.Satellite image: NASA MODIS, December 4, 2020 Judgment for the decision ahead.
Advisors bring company context and relevant research to the choices that deserve a considered view.
M&A
Consider the acquisition, its assumptions and what the combined business could carry.
Revenue and cost planning
Explore how changing conditions could affect performance and cash.
Market entry
Bring local and industry context to the next expansion decision.
International hiring
Consider talent availability and the context of hiring across borders.
From advisor work.
To owner briefing.
The back-office team brings the context together. You contribute your judgment. Approved work becomes an SMBtv briefing for the owner.
See the SMBtv output
Bring one question worth working through.
If you advise SMBs, tell us what would make a client briefing useful and where your judgment could contribute.
See if SMBtv fits