Financial Planning & Budgeting

Need to plan for the future? We build your custom financial model, validate your assumptions, and run scenarios, break-even and sensitivity analyses. Then we create dashboards that help you make confident decisions, set goals, drive organizational alignment and accountability, manage performance and cash flow, and raise funding.

Financial Model Review

Do you have a financial plan and want an expert opinion to ensure it is built on solid ground? We can review your financial model, validate your assumptions and ensure there are no formula errors so you can have confidence in your plan.

Reporting & Analysis

Accurate reporting is crucial to managing and growing your business. We help you define the KPIs you should measure, design your dashboards and management report template and provide recommendations for operational improvements. Know how your business is performing at every level so you can make data-driven decisions.

Valuation Support

Want to know how much your business is worth? We estimate the value of your business using methodologies such as DCF, transaction and trading multiples, book value, etc. Our report will help you estimate the value of your business and recommend a negotiation strategy with potential investors to achieve a fair valuation.

Target Screening

Looking for companies to acquire and grow? We do the research and identify potential acquisition targets. Together we define the screening criteria. We develop a long list of potential targets, evaluate them against the screening criteria, and recommend a short list of suitable targets. We also establish initial contact so you can begin discussions.

Business Planning

Need an investor ready pitch deck or business plan? Whether you need a business plan to raise capital, get a bank loan, report to investors or for your own use, our business planning experts can write your business plan or pitch deck so you can focus on running your business.