Financial Modelling & Valuations
Our financial modelling services equip your business with the clarity and insights needed to make informed decisions. From 3-statement operating models and company valuations to KPI tracking, discounted cash flows, and other detailed analyses, we tailor each model to your unique needs.
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Whether you're valuing shares for an acquisition, planning an EOT transaction, or preparing to buy or sell a business, we deliver independent valuations and financial insights to help you navigate complex financial scenarios with confidence.
Employee Ownership Trust
Our Experience
We worked with a business requiring a full 3-statement operating model and 5-year forecast to support discussions with lenders. Our team built a detailed model incorporating revenue drivers, cost structures, KPIs, and scenario analyses to provide a clear financial outlook.
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Alongside the model, we delivered a comprehensive company valuation using various methodologies to ensure stakeholders had the clarity needed to move forward confidently.
Comprehensive Valuation Reports
Providing detailed valuation reports using multiple methodologies to support investment decisions and transactions.
Three-Statement Operating Models
Dynamic financial models integrating income statement, balance sheet, and cash flow to drive strategic planning.
Key Business Drivers Analysis
Identifying and quantifying the critical financial and operational levers that impact performance and valuation.
Scenario Planning & Sensitivity Analysis
Stress-testing financial models under various market and operational conditions to assess risk and opportunity.
Custom KPI Trackers & Dashboards
Developing tailored financial and operational metrics to monitor business performance and drive decisions.
Periodic Valuation Reports
Delivering recurring business valuation updates to track financial health, investment potential, and growth.