Blog
Your 2027 Budget Is a Capital Plan. Most Founders Are Building a Forecast.
With the Fed signaling another hike and the 10-year above 5%, a P&L-only budget isn't enough. Five steps to turn your 2027 budget into a capital plan.
The Off-Site Is Not the Plan
t's October, which means a lot of leadership teams are about to spend two days in a hotel conference room with a facilitator, a stack of sticky notes and a whiteboard full of ideas. There will be a SWOT analysis, a refreshed vision statement and a list of strategic priorities. Everyone will leave energized.
By February, the binder will be on a shelf, and the company will be running exactly the way it ran before.

