We work with M&A advisors, CFOs, and PE investors to ensure models are mathematically accurate – mitigating risks in your financial model and ensuring transactions are completed with confidence and trust.
Clients served
Models reviewed
Years of experience
Do you need a financial model to be reviewed as part of a transaction? We can help you determine the deal’s true value and feasibility – enabling you to increase stakeholder confidence and enhance your reputation as a trusted M&A advisor.
Are you looking for an unbiased assessment of your financial model? We’ll ensure the model is reliable and free from material errors – giving you peace of mind in your investment thesis and helping to inform decisions such as exit planning, growth strategies, and capital allocation.
Want to mitigate risk and ensure the accuracy of your company’s financial model? Our specialists will quickly fix issues such as flawed assumptions or misaligned forecasts so you can increase confidence in your company’s financial future and strategic plans.
Our specialists will review your model to raise issues such as potential errors or hidden assumptions so you can increase confidence in your company’s financial future and strategic plans. We work toward tight deadlines where required.
We hold an initial call with you to determine the goals of the financial model review required. We can follow this up either with a model diagnostic or proceed either with a best practice review or a formal model audit.
In this step, you will walk us through your financial model, detailing the flow of inputs to calculations to outputs and the business model. You will also detail any specific complexities in your financial model, including any use of VBA macros.
We will review the formulae and methodology of the model to ensure that the calculations are mathematically correct and that the results are in line with the input assumptions and methodology in the model. Our review includes assessing model outputs to recognise any unexpected trends or values.
We can also include other steps in our review: agree a set of sensitivity runs (run by the model developer) to review that specific changes to input assumptions produce expected outputs; check the model is in line with specific accounting standards, and that assumptions and outputs in the model are in line with tax legislation and that the tax methodology in the model is consistent with the accounting methodology in the model; check the financial model’s inputs are consistent with specified supporting documentation.
We will review an agreed number of iterations by comparison to the prior version reviewed. We then produce draft reports and a final report that summarises the issues set out, including your responses where required. The final report is accompanied by a model review letter.
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 review their financial model:
We agree on which parts of the model are in scope for review. We then focus on those parts of the model and carefully review the model’s structure, outputs, inputs, and calculations. Our process uses rigorous testing to ensure accuracy in our review and identify potential risks so these can be addressed so you can rely on the model’s outputs for strategic decisions. We will review the model against best practice using our comprehensive model inspection toolkit and spreadsheet analysis software.
Our approach is personalised, unlike the standardised methods of larger firms. We work closely with your team to understand your specific needs, ensuring a thorough, contextually relevant review that aligns with your business or investment goals while maintaining best-practice standards.
Model reviews are priced based on scope and complexity. For more detailed reviews, costs adjust to match the level of complexity required, allowing you to choose a service level that fits your budget and needs. Please get in touch for a bespoke quote.
Our reviews typically take between 1 and 4 weeks, depending on the scope. Diagnostic reviews are completed within a week, targeted reviews in 2-3 weeks, and full reviews in 3-4 weeks, all while maintaining high standards to meet your specific timeline.
We have reviewed models across technology, professional services, healthcare, telecoms, as well as project finance in real estate and infrastructure, and other industries. This industry experience allows us to adapt our approach to sector-specific requirements, ensuring relevant and accurate insights.
