File Ribbon Base Consulting

Advisory detail

Financial Planning Review

A focused look at budgets, reserves, and investment timing so growth plans stay grounded in real capacity.

For — Owners preparing expansion, equipment purchases, or ownership transitions

Result — Prioritized plan for capital allocation and reserve targets

Format — Workshop-style sessions with the ownership team

Duration — 3–4 weeks

Location — Mahatun Plaza office or client site

Fees — From THB 45,000

Provider — File Ribbon Base Consulting advisors

Ask for a planning review estimate. See fee guidance

Included

  • Budget and reserve assessment
  • Capital priority ranking
  • Owner briefing pack

Not included

  • Investment product sales
  • Legal structuring for share transfers

How this engagement unfolds

  1. Goals and constraints workshop
  2. Numbers review
  3. Plan presentation

Preparation

Bring current budgets and any expansion quotes already received.

Constraints

Does not replace licensed investment advice for personal portfolios.