# Strengthening Financial Controls and Financial Planning > for an Energy Services SMB Source: https://valuexpa.com/publication/cfo-strategic-business-planning Publisher: ValueXPA (https://valuexpa.com) --- ## Executive summary P r e p a r e d B y : L i k e m a n y m i d - s i z e d e n e r g y s e r v i c e s f i r m s u n d e r g o i n g d i v e r s i f i c a t i o n , t h e c l i e n t f a c e d : D u a l B u s i n e s s C o m p l e x i t y : M a n a g i n g t w o b u s i n e s s m o d e l s , t r a d i t i o n a l e n e r g y s e r v i c e s a n d r e n e w a b l e s , r e q u i r e d c l a r i t y i n b u d g e t i n g , p r o f i t a b i l i t y , a n d c a p i t a l p l a n n i n g a c r o s s u n i t s . C a p i t a l A l l o c a t i o n C o n f u s i o n : L i m i t e d d a t a a n d m o d e l s m a d e i t d i f f i c u l t t o d e t e r m i n e o p t i m a l i n v e s t m e n t b e t w e e n t h e l e g a c y b u s i n e s s a n d n e w v e nt u r e s , o r e v a l u a t e f u n d r a i s i n g n e e d s . ## Key findings - T h e c l i e n t i s G l o b a l e n e r g y s e r v i c e s c o m p a n y w i t h p r o j e c t m a n a g e m e n t a n d o p e r a t i o n s a n d m a i n t e n a n c e s u p p o r t t o P o w e r G e n e r a t i o n i n d u s t r y w i t h o p e r a t i o n s i n s e v e r a l c o u n t r i e s - T h e b u s i n e s s w a s p o i s e d t o s c a l e u p h o w e v e r t h e f i n a n c e t e a m s t r u g g l e d w i t h w e a k s y s t e m s , p o o r p e r f o r m a n c e v i s i b i l i t y , a n d l i m i t e d i n t e r n a l c a p a b i l i t i e s - I n a d e q u a t e c a s h c y c l e v i s i b i l i t y , s c a t t e r e d r e p o r t i n g , a n d c a p i t a l a l l o c a t i o n c o n c e r n s h a m p e r e d d e c i s i o n - m a k i n g , w h i l e l e a d e r s h i p a l s o f a c e d t e a m r e t e n t i o n c h a l l e n g e s d u r i n g t h i s c r i t i c a l… ## Who this is for This report is for CFOs, controllers, and finance leaders at $30–150M companies. --- ValueXPA runs a fixed-scope Margin Drift Diagnostic that validates every service vendor invoice against contract terms, for $100M+ US industrial manufacturers and distributors. Two to four weeks. The client retains 100% of recoveries. https://valuexpa.com/contact-us