Real Results from Multi-Year Planning

When organisations commit to comprehensive budget forecasting beyond the annual cycle, things start to shift. We've watched businesses transform their approach to financial planning—and here's what actually happened.

Three Years of Recognition

Our approach to long-range financial planning has earned recognition from industry bodies and client organisations alike. Each year brought new validation.

2023

Regional Excellence Award

Financial Planning Institute Northwest recognised our five-year forecasting methodology for mid-sized enterprises.

2024

Client Retention Milestone

Achieved 94% retention rate among businesses using our extended planning cycles—well above industry norms.

2025

Industry White Paper

Published research on multi-year budget accuracy, cited by UK accounting publications and business schools.

Numbers That Actually Tell a Story

87%

Clients report improved decision confidence after year two

£2.4M

Average three-year cash reserves increase across client base

156

Organisations currently using our extended planning framework

4.2

Average forecast accuracy rating (out of 5) from independent audits

These figures come from external verification by Thornbury Associates, who reviewed our client outcomes between January 2023 and March 2025. Not everyone sees identical results, but the pattern holds: longer planning horizons lead to steadier financial positioning.

Financial planning documentation and analysis workspace

We'd been doing annual budgets for years—standard stuff, nothing fancy. dexmorialva convinced us to map out a three-year scenario instead. First year felt weird, honestly. By year two, though, we spotted investment opportunities we'd have missed completely. By year three, our board meetings changed entirely. We stopped reacting and started actually planning. Can't imagine going back to the old way now.

Portrait of Siobhan Kerrigan

Siobhan Kerrigan

Finance Director, Northbridge Manufacturing Ltd