Financial Modelling

Financial models are a key component of the strategic plan of any business and lie at the heart of all business decisions. An effective model gives you a clear view of the future and an understanding of the assumptions and variables that affect the risks and opportunities your business faces. 

Whether you’re looking to buy or sell a business, raise finance, review your strategic options, or plan for the future, the insight a financial model provides drives better decision-making and helps lay the foundations for future success.

We have an extensive track record of building models to support a wide range of complex situations across a variety of sectors.

Our Microsoft excel based solutions are designed and built to be robust, dependable and user-friendly. With assumptions that are transparent and flexible you can understand where the risks and opportunities lie, evaluate your options and make decisions with confidence.  

We know every business is different and every situation is unique, which is why we work closely alongside you throughout the process to develop a deep understanding of your business and objectives. Our pragmatic approach combines technical skills with deep commercial and transaction experience to deliver a solution that is tailored to your business needs.

Meeting your needs

  • Corporate M&A – our models provide clear and valuable insight through the transaction process to support fundraising activity, negotiate value, assess synergies, quantify returns and formulate deal structures.
  • Operational forecast – we build fully integrated profit and loss, balance sheet and cash flow forecasts to help you budget future performance, manage cash flows, identify funding requirements and prepare business plans and reporting packs. 
  • Strategy and scenario planning – our models help you understand and compare options so you can make informed decisions on future strategy.
  • Restructuring – our short-term cash flow models help you assess trading viability and identify additional funding requirements through challenging trading periods. 

Whatever your circumstance we would be happy to discuss how our financial modelling services can support your business.