We create simple or complex models to help businesses how their decisions today effect the future. Our models are typically used in three situations, start-ups, transaction support and advisory, and strategy.
Start-ups typically use the models to support their business plan, operational plan, and demonstrate to investors their ability to meet their goals. They are also used when discussing potential investments and how it will effect the overall company structure.
Transaction support and advisory services typically use the models to demonstrate the value of the transaction and how different terms and structures effect the company. The models are also used in turnaround situations to assist the interim management determine how they can create efficiencies and stabilize the company.
In strategy situations, the model is typically used to analyze strategic scenarios, planning for growth, planning for expansion, and adjusting the company’s capital structure.
We can create customized financial models for the clients we serve and they don’t need to fall into a category listed above. Typically each model is built from scratch and is completely customized to our client’s needs.
Typical list of financial model uses:
- Cash flow planning
- Scenario planning
- Strategy planning
- Capital restructuring
- Operations restructuring
- Transaction advisory and support
- Business planning
- Start-up support
- Growth planning