Bespoke financial models for your business

Bespoke financial models for your business

Financial models

Financial models are typically built to support business decisions and are incredibly important when a business is undertaking a transaction. Good financial models provide insightful information, allowing you to explore the financial impact of strategic decisions and support your business plan or investment decision. 


We are accountants by background so have a grounding in numbers. We combine this with our technical modelling capabilities to pull together financial models that can undergo rigorous diligence to ensure a smooth and successful outcome.

Models need to be easy to understand but have sufficient features to overlay the specifics of a transaction to be undertaken, such as sensitivities, debt structures, private equity structures, deal structures and multiple case capabilities. 

When we work with you, we challenge your business drivers to build a bespoke model from scratch, while maintaining a pragmatic and commercial approach.

Our models typically include:

Monthly integrated P&L, balance sheet and cash flow forecast

5-year financials (2 year historical and 3 year forecast)

P&L and balance sheet drivers and assumptions in one location

User friendly outputs and lookup graphs to enable easy review and sense check

The ability to run multiple cases within the model

Alternative funding structure scenarios where relevant

Contact us

Get in touch today to discuss how we can help with your Investment, Corporate Finance or Wealth Management needs. 

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