Expert services - financial modeling for your business

What is financial modeling?

A financial model is simply a tool that businesses are using to forecast financial performance. The forecast is typically based on the company’s historical performance, assumptions about the future, and requires preparing an income statement, balance sheet, cash flow statement, and supporting schedules.

How do you use the financial modeling?

The output of a financial model is used for decision making and performing financial analysis, whether inside or outside of the company. Inside a company, executives will use financial models to make decisions about:

• Raising capital (debt and/or equity);
• Growing the business organically (e.g., opening new sites, entering new niche, etc.);
• Budgeting and forecasting (planning for the years ahead);
• Capital allocation (priority of which projects to invest in);
• Valuing a business;
• Financial statement analysis/ratio analysis;
• Management accounting.

How do we help you?

Based on the information you provide us*, we can prepare a financial model for you that will include:

• Create a professional deck that can be presented to investors or senior stakeholders
• Value Proposition outline, Market Analysis, and Competitor Analysis
• Turn analysis into digestible insights via charts and tables, and provide sources for every finding

*To prepare a financial model, we will need a completed questionnaire, which we will send you, and additional information about your business.