Scaling from $25 million to $100 million or more in revenue requires a sophisticated growth strategy that evolves with your business. From establishing core treasury functions to optimizing payments and building strategic financial relationships, each level of growth demands tools and processes that match your operational complexity.
Our Guide to growth e-book helps business leaders assess their current financial foundation and identify next steps for sustainable expansion.
The five levels for sustainable growth
Understanding where your business stands today can help you prioritize tomorrow’s growth. Use our guide to identify your business level and what steps to take going forward.
- Level 1: Foundation: You are managing cash manually, using multiple banks or lack centralized treasury.
- Level 2: Operations: You have basic treasury functions but are ready for automation with an Enterprise Resource Planning (ERP) system.
- Level 3: Optimization: You’re ready to use an ERP to innovate payments.
- Level 4: Strategy: You have integrated systems and are ready for cash positioning and forecasting.
- Level 5: Transformation: You’re ready to start thinking about future events, including M&A, succession or equity investments.
Ready to assess your financial foundation and receive tailored guidance for growing your business?
What you’ll discover in our e-book
- Foundation-building essentials: Learn about core treasury functions, from cash management to risk mitigation, and discover why a decentralized treasury can become a growth barrier.
- Technology implementation roadmap: Get a step-by-step approach to ERP integration, including help with overcoming common challenges such as limited IT resources and change resistance.
- Payment strategy optimization: Understand how integrated systems enhance payment efficiency and working capital management. Explore virtual cards, ACH automation and vendor management strategies that reduce costs while improving security.
- Strategic capital planning: Discover cash positioning and forecasting techniques, including liquidity segmentation, that can transform reactive financial management into proactive strategic planning.
- Practical assessment tools: Use our treasury centralization checklist, ERP readiness assessment, payables evaluation worksheet and capital structure planning worksheets to evaluate your current capabilities and plan next steps with a J.P. Morgan banker.
We’re here to help
With a team of experienced bankers, and treasury and credit specialists in your local market, J.P. Morgan can help you build a business growth strategy. Complete the form below to connect with a banker or visit jpmorgan.com/build to learn more.
JPMorgan Chase Bank, N.A. Member FDIC. Visit jpmorgan.com/commercial-banking/legal-disclaimer for disclosures and disclaimers related to this content.
