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Our Financial services are designed to help businesses and individuals make smarter, data-driven financial decisions that drive growth, manage risk, and improve long-term stability. We offer tailored guidance for budgeting, forecasting, financial modelling, investment analysis, and performance optimization. Businesses accessing these services may be navigating a complex transaction, seeking to streamline operations, or planning for sustainable expansion- our consultants bring strategic insights and practical tools to support these functions. Below are examples of the work we do.
Well-designed financial models can reduce forecast errors, enabling better capital allocation and fewer surprises in cash flow. Companies with strong modeling capabilities are more likely to hit growth targets and reduce budget variances. Accurate valuations improve negotiation outcomes, shorten deal cycles, and support compliance with financial reporting standards. Ultimately, reliable models save time, improve investor confidence, and increase EBITDA margins through better operational and investment decisions.
McKinsey & Company. (2021). The future of finance: Real-time forecasting and dynamic planning.
Valuations
Decide what you need and why, come up with assumptions, use those to create a model and valuation. Keep in mind that you want to incorporate variance and select the correct method for valuation, and preferably use more than one method to account for the shortcomings of others (DCFs are not the only models!). Additionally assumptions are arguably the single most important value-add for any valuation- spend time here.
IMPROVE
- Funding Outcomes
- Resource Allocation
- Productivity
- Risk Management
- Decision Making
MITIGATE
- Cash Flow Issues
- Wasted Resources
- Stagnation
- Opportunity Costs
- Misaligned Values
Budgeting, forecasting, cash flow optimization, capital allocation
Setting up rolling budgets, forecasting revenue/expense trajectories, identifying pockets of working capital inefficiency and areas of opportunity.
Many organizations struggle to predict short-term cash positions—leading to unexpected liquidity gaps or over-drawing credit lines. By installing disciplined forecasting processes, consultants help clients maintain adequate buffers, negotiate better financing terms, and plan investments with confidence.
Valuation of startups and private companies
Determining fair market value for businesses without public market prices—often using methods like comparable analysis, precedent transactions, or venture-capital return models.
Founders, investors, and acquirers require a defensible valuation when negotiating deals, raising funds, or planning exits. Consultants bring rigor to these estimates, reducing the chance of overpaying or under-valuing. Valuations can also be used for external expansion strategies and understanding the drivers of your business’ value.
Financial modeling (DCF, LBO, Monte Carlo simulations, CVaR)
Building spreadsheet-based (or software-enabled) financial projections and simulations to value businesses or examine risk-return trade-offs.
Leadership teams often need to quantify “what if” scenarios—such as how a new capital structure impacts returns, or how market volatility might affect future cash flows. By delivering robust models, consultants enable informed decisions and highlight potential downside risks.
