Our Core Beliefs
Top Down CPM was founded by Richard Broome and Pete Dwyer to do one thing exceptionally well: deliver outcomes on the Planful platform. From day one, we chose depth over breadth—building a team of former finance leaders and solution architects who have owned real budgets, closes, and board decks. Today, our distributed team supports organizations across North America with a hands-on, expert-level partnership.
Focused beats generalist.
Dedicated to Planful.
Finance drives design.
Tools conform to process, not the other way around.
Value, not vanity.
Sprints that ship outcomes you can measure.
Relationships matter.
High-touch, transparent, and aligned.






