Consistent, ground-up financial planning is the difference between hopeful growth and profitable growth for AEC firms.
Katie Cash sits down with Jason Kruger, Partner at Citrin Cooperman, to explore how AEC leaders can better align sales, marketing, and finance for intentional growth. Together, they discuss how to define success, set measurable KPIs, and build budgets from the ground up rather than relying on projections that lack real data. Jason also shares how firms can safeguard cash flow during expansion, create accountability across departments, and prepare their reporting to meet the expectations of potential buyers during an acquisition.
Tune in to hear what sets financially disciplined AEC firms apart. Jason unpacks how intentional budgeting, transparent reporting, and alignment between sales, marketing, and finance drive measurable and lasting growth.
Topics discussed in this episode:
- AEC marketing
- Financial strategy
- Risk Management
- Profit Margin
- Sales and Marketing Alignment
Connect with Jason Kruger, President & Founder, Signature Analytics
Connect with Katie: https://www.linkedin.com/in/kacash
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Transcript:
Check out the transcript for this episode here.
