Services | Financial modelling
If you want to build a valuable business, then you'll need a plan. You're also going to need a plan if you want to raise finance, plan projects or set budgets.
Good financial models help you answer those all-important questions:
Can you answer these quickly and confidently? Do you consistently get the same answer?
Robust financial models are designed to:
This gives you confidence that your plans won't be torn to shreds by potential investors, or that the bank manager won't find a glaring arithmetic mistake.
Get the funding your business needs to succeed. Funders and investors will want to see a forecast.
Increase your chances of securing funding with a professional and well thought out financial model.
We have experience of building plans for many different business models. We've been asked to train others on how to build professional financial models.
We'll talk with you and find out what it is you're trying to achieve. This is vital to then build a plan around the desired results.
We'll treat all information you share with us as confidential.
We'll find the key assumptions that will drive your plans. Usually, that is things like sales volumes, selling prices and growth forecasts.
We'll then work with you to link other forecast numbers to these drivers—for example, when you sell your first million units, how many employees will you need to support these sales.
We'll prepare a financial model in Microsoft Excel that represents your project or business.
The financial model will be designed so that you can change your assumptions and prepare different scenarios and see the revised forecast in real-time.
We'll sit with you to fine-tune the assumptions that drive your financial model. We'll explore what happens when we change these assumptions.
For each scenario the financial model will show you:
We'll train your team to amend assumptions, update actual results or integrate the financial model into your existing workflow.
We'll make sure you have all the ongoing support you need to succeed. We'll work with you to make sure you're completely confident about your forecast, especially if you plan to present your financial model to investors or the bank.
And of course, if your model is audited as part of a due diligence process, we'll liaise with the audit firm to answer any technical questions about the financial model's inner workings.
Talk to us to find out how we could help you.
We love it when businesses do well. Here are some of the projects where we've helped our clients to solve problems that were holding them back:
Talk to us to find out how we could help your business.
If you wanted to automate Microsoft® Excel or any other office software, then see our office automation service.
Find the right solution by getting your business requirements right first time.
Find, choose, and start using the best system for your needs.
Impress your customers—transform your business to move at digital speed.