We build financial models for private equity-backed businesses to increase confidence in decision making. Helping you move away from outdated, manual-to-update models to driver-based forecasting.
Clients served
Models built
Years of experience
Our financial models help private equity-backed businesses...
We'll develop your financial model to ensure accuracy, build confidence with stakeholders, and provide transparency for potential buyers or investors. This could include M&A, restructuring, and turnaround situations.
If a company is consistently missing key financial targets, a fresh review of the financial model can uncover errors, hidden risks, or incorrect assumptions that may be causing inaccurate forecasts. We will ensure your model reflects the drivers of your business.
Annual budgets, long-term forecasting, new product launches, market expansion, and restructuring will require updates to your financial model. We’ll ensure these factors are modelled appropriately so performance can be projected accurately.
We'll develop or amend your financial model to ensure it reflects your business drivers and is mathematically accurate.
We hold an initial call with you to determine your business goals and any specific problems with your current financial model. We could follow this up either with a model diagnostic on your current model or scoping a new or updated model.
In this step, we scope and specify the model. A model specification document will be produced for your sign-off to ensure we are aligned before we proceed with model build.
We will share input templates and proforma outputs with you for you to populate the input assumptions and to review output formats. While you are populating input assumptions, we will be building the model calculations and linking these to the outputs and share a first draft of the model with you.
Finally, we iterate and review the model, with your assistance, until you are happy with the final model. We will conduct appropriate handover walkthroughs and produce documentation to help you use the model in your business. Alternatively, we can run the model on an ongoing basis as a long-term partner.
We offer a comprehensive best-practice review of your financial model. We’ll assess its structure, evaluate the flow of inputs to outputs, and verify the alignment of outputs with your strategic objectives. The findings of the review are collated in a short report, where we will offer actionable recommendations to strengthen your model’s reliability and impact.
Price: £1,995 + VAT
Some of the key benefits our clients gain by choosing us to build their financial model:
Although costs vary with model complexity and customisation, ROI is achieved through enhanced decision-making, time savings, and streamlined processes – all resulting in cost reductions and revenue growth that support strategic portfolio goals. Model specifications vary for each business which makes it difficult to give a fixed price – please contact us for a bespoke quote.
The model supports key decisions by highlighting performance drivers, providing scenario analysis, and improving forecasting accuracy. This enables you to optimise resource allocation and gain better alignment with long-term objectives.
Yes, our models are tailored to each business, industry, specific KPIs, regulatory needs, and financial drivers. This ensures relevance and alignment with your business’ unique challenges.
Model redesigns are often needed with outdated models, major growth or strategy shifts, or new data sources. By using a proactive approach to updating your model, you'll ensure performance tracking is aligned with your strategic goals.
Our models are stress-tested across scenarios to ensure reliable forecasts and risk management. They are also built on strong assumptions and regularly updated. Ultimately, the reliability of your forecast comes down to the the quality of your inputs, and we work closely with Management teams to facilitate this.
