sagacity

The Mission

Empower businesses and individuals with expert guidance, custom built financial software systems, and tools that simplify and accelerate the process for making quality financial decisions.

corporate

The Problem

Quality and repeatable decision-making rests on an analysis of the latest and most accurate data. Unfortunately, many decision-makers are unaware of or do not have instant access to this information due to a variety of reasons. This lack of awareness leaves companies in an extremely disadvantaged position in today’s high speed and highly competitive business environment.

The Solution

Sagacity offers several financial services that position companies and entrepreneurs to pursue opportunities swiftly as they arise with a high degree of confidence. Whether it be a one-time situation, complete financial system overhaul, or a full-service FP&A professional as a strategic partner, we have you covered.

Services

For Corporations and Entrepreneurs

Vision

For those who desire a full-service FP&A professional as their strategic business partner, assisting in all types of critical investment decisions for the business (e.g., capital budgeting, headcount analysis, etc.).

Infrastructure

For those looking to give structure to their internal financial systems, enabling quick and accurate reporting, analysis, pricing, and presentation. Includes all services offered in the Tactical package.

Tactical

For those facing a specific one-time or recurring business case or decision and desire a custom financial tool (e.g., pricing model, decision support system (DSS), Go/No-Go decision analysis) to assist in decision-making.

For Individuals

Financial Coaching

A proprietary coaching system designed to enable everyone to achieve higher levels of happiness through their everyday financial decisions. (Coming Soon)

why choose

The Reason

At Sagacity, we absolutely love building financial systems, models, and decision support tools that simplify business and investment decisions for end users. The end goal is always to provide a nimble and strategic level of analysis that puts our clients in the best position possible to have success. Whether it be a company or individual, this is our passion. Our motivation is to help others reach their goals, achieve positive results, and improve their lives

01

Complete financial data integration

Enables decision makers to have fast access to the latest data for informed business decisions.

02

Financial modeling

Create custom financial tools entrepreneurs, investors, and decision makers can use to evaluate investment opportunities.

03

Financial analysis

Strategic partner to explain financial ramifications of business decisions and help solution them