Debt & Equity Transactions
For over a decade our models have formed a solid foundation for our clients debt and equity transactions. Most of our clients are referred by bankers or advisors for a reason. Financial models clearly illustrate a set of commitments to build a deal on.
Strategic Planning
A leap beyond blue sky strategic planning to connect intended plans to their bottom line consequences, including monthly cashflow and shareholder value creation.
Choosing the right scenario plan is a logical decision when working with us.
Performance Improvement
Monitoring the performance of the business relative to intended outcomes reveals hidden issues along the way and builds understanding of how to improve results while tracking the financial trajectory.
Why Financial Modelling?
The process of building a financial model is a thorough examination of the structure of a business. What are the value drivers, what are the expense drivers, how do capacity and resources become utilized. What is the pricing strategy? What is the growth strategy? How is the balance sheet going to be financed through growth or periods of contraction?
Going through the process helps a business leader
Uncover performance issues
Gain understanding of capabilities
Plan for various scenarios
Confidently cease opportunities
Predictably secure financing
Whether the goal is to seek financing, increase the value of the business before a sale, or monitor and enhance day to day performance, there is no greater tool available for the owner operator than to attach concrete, objective values to their activities.
