FP3 - Strategic Finance Advisory

Service Description

Duration: 24 weeks Price: $95,000 Tier: Large or multisite church (1,500+ attendance, $5M+ budget) For: Boards, senior pastors, and executive teams at institutions where the financial and organizational complexity has outgrown internal capacity What you get - Comprehensive 7-domain institutional health assessment scored against benchmarks - A 5-year financial model with multi-scenario stress testing - Consolidated entity review covering all church-affiliated organizations - Multi-site governance and central allocation analysis - Succession readiness assessment across the C-suite and senior pastor role - Enterprise risk register with top 10 risks and mitigations - Twelve prioritized recommendations with 24-month roadmap Included deliverables - Board-grade written deliverable — 40 to 60 pages - 5-year editable financial model (Excel) - Consolidated entity review including all adjuncts - Multi-site governance and central allocation analysis - Succession and founder transition readiness assessment - Enterprise risk register - Twelve prioritized recommendations with detailed implementation plans - 24-month implementation roadmap - Four-page board summary PDF - One-page senior pastor dashboard PDF - Three-hour full board presentation - Separate executive team briefing (90 minutes) - Three follow-up check-in calls at 30, 90, and 180 days Typical next step Engaged Advisor Partnership ($240,000/year) for ongoing strategic finance leadership, or Fractional CFO retainer ($9,000-$12,500/month) for ongoing implementation support.