{"id":15813,"date":"2025-05-06T16:19:38","date_gmt":"2025-05-06T15:19:38","guid":{"rendered":"https:\/\/bdg.io\/uk\/?p=15813"},"modified":"2026-04-09T14:04:59","modified_gmt":"2026-04-09T13:04:59","slug":"integrated-financial-planning","status":"publish","type":"post","link":"https:\/\/bdg.io\/uk\/integrated-financial-planning\/","title":{"rendered":"Integrated Financial Planning for Mid-Market Companies"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"15813\" class=\"elementor elementor-15813\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a91a7fe e-flex e-con-boxed e-con e-parent\" data-id=\"a91a7fe\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-e1fafc8 e-con-full e-flex e-con e-child\" data-id=\"e1fafc8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9ad6a3a elementor-widget elementor-widget-text-editor\" data-id=\"9ad6a3a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<span style=\"color: #ffffff;\"><span style=\"background-color: #000000;\">Integrated financial planning for mid-market companies<\/span><\/span>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bbd3998 elementor-widget elementor-widget-text-editor\" data-id=\"bbd3998\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>How to make your management sustainable and agile<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8f97cc7 e-flex e-con-boxed e-con e-parent\" data-id=\"8f97cc7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-1892773 e-con-full e-flex e-con e-child\" data-id=\"1892773\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8bd1520 elementor-widget elementor-widget-heading\" data-id=\"8bd1520\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">A  new era for the CFO<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d8fabb8 elementor-widget elementor-widget-text-editor\" data-id=\"d8fabb8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The days when CFOs were just \u2018number crunchers\u2019 are over. Today, they are expected to have an entrepreneurial mindset, strategic impetus and the ability to react quickly to short-term market changes. The demands have increased, especially in medium-sized companies: Margin pressure, a shortage of skilled labour, supply chain problems and geopolitical uncertainties make precise financial management a matter of business survival. Integrated financial and profit planning shows the way here.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14839a8 elementor-align-center elementor-widget elementor-widget-button\" data-id=\"14839a8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"#whitepaper\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Read Whitepaper<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-19cdce4 e-flex e-con-boxed e-con e-parent\" data-id=\"19cdce4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3f8c704 e-con-full e-flex e-con e-child\" data-id=\"3f8c704\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3c900e3 elementor-widget-tablet__width-inherit elementor-hidden-tablet elementor-widget elementor-widget-image\" data-id=\"3c900e3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"460\" src=\"https:\/\/bdg.io\/uk\/wp-content\/uploads\/sites\/17\/PNL-1024x589.png\" class=\"attachment-large size-large wp-image-15815\" alt=\"\" srcset=\"https:\/\/bdg.io\/uk\/wp-content\/uploads\/sites\/17\/PNL-1024x589.png 1024w, https:\/\/bdg.io\/uk\/wp-content\/uploads\/sites\/17\/PNL-300x172.png 300w, https:\/\/bdg.io\/uk\/wp-content\/uploads\/sites\/17\/PNL-150x86.png 150w, https:\/\/bdg.io\/uk\/wp-content\/uploads\/sites\/17\/PNL-768x441.png 768w, https:\/\/bdg.io\/uk\/wp-content\/uploads\/sites\/17\/PNL-1536x883.png 1536w, https:\/\/bdg.io\/uk\/wp-content\/uploads\/sites\/17\/PNL-2048x1177.png 2048w\" sizes=\"(max-width: 800px) 100vw, 800px\" title=\"\">\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1944da3 e-con-full e-flex e-con e-child\" data-id=\"1944da3\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-38fce03 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"38fce03\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">What is integrated financial planning?<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c7a2bf elementor-widget elementor-widget-text-editor\" data-id=\"6c7a2bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Integrated financial planning combines income statement, balance sheet and liquidity planning in a logical system. The aim is to visualise interactions between business development, financing and liquidity at an early stage and to make reliable decisions on this basis.<\/p><p>Typical components of integrated financial planning are:<\/p><ul><li><strong>Profit planning (P&amp;L):<\/strong> Focus on sales, costs, gross profit, EBIT, etc.<\/li><li><strong>Balance sheet planning:<\/strong> capital commitment, depreciation and amortisation, working capital<\/li><li><strong>Liquidity planning:<\/strong> cash flows, financing balances, cash management<\/li><\/ul><p>\u00a0<\/p><p>Isolated consideration of individual planning elements such as the P&amp;L is common in practice, but is not effective: integrated financial planning helps to be prepared for possible times of crisis and also to convince stakeholders. A holistic approach is essential.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-16d8456 e-flex e-con-boxed e-con e-parent\" data-id=\"16d8456\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-0343a18 e-con-full e-flex e-con e-child\" data-id=\"0343a18\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e46c23e elementor-widget elementor-widget-menu-anchor\" data-id=\"e46c23e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"menu-anchor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-menu-anchor\" id=\"whitepaper\"><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-740d4ec elementor-widget elementor-widget-text-editor\" data-id=\"740d4ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h3><span style=\"background-color: #fff; padding: 0px; position: relative;\">Read the full whitepaper now<br \/><\/span><\/h3>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cdb9c17 elementor-widget elementor-widget-text-editor\" data-id=\"cdb9c17\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>&#8230; and learn more about the benefits of digitised, integrated financial planning:<\/p><ul><li><p>Less planning effort<\/p><\/li><li><p>Faster decision-making<\/p><\/li><li><p>Reduction of planning errors<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-acbb285 e-con-full e-flex e-con e-child\" data-id=\"acbb285\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ee1f292 elementor-widget elementor-widget-html\" data-id=\"ee1f292\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<iframe \n  src=\"https:\/\/signal.bdg.io\/f\/337b0683-5531-4019-9fee-58467609d96c\" \n  width=\"100%\" \n  height=\"940\" \n  frameborder=\"0\"\n  style=\"border: none; border-radius: 8px;\">\n<\/iframe>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>With digitisation, the demands on medium-sized businesses are growing. Those who do not want to be left behind must be flexible and react quickly and precisely to economic developments. Integrated success and financial planning leads the way.<\/p>\n","protected":false},"author":22,"featured_media":15798,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[139],"tags":[135],"class_list":["post-15813","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-whitepaper-uk","tag-finance"],"_links":{"self":[{"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/posts\/15813","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/users\/22"}],"replies":[{"embeddable":true,"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/comments?post=15813"}],"version-history":[{"count":23,"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/posts\/15813\/revisions"}],"predecessor-version":[{"id":16255,"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/posts\/15813\/revisions\/16255"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/media\/15798"}],"wp:attachment":[{"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/media?parent=15813"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/categories?post=15813"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bdg.io\/uk\/wp-json\/wp\/v2\/tags?post=15813"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}