Our Process

1. All projects begin with collaborative one on one meetings with the client.

2. During these sessions, our baseline will be to understand the client’s business opportunity as if we were the CEO.

3. After these meetings, we will spend time building financial models based on data provided and vetting the client’s assumptions.

4. Once the base case of the model is complete, we will align on multiple scenarios that modify drivers across business segments and the product and service portfolio such as unit economics, growth, and margins.

5. We will also add functionality for working capital, debt schedules, synergies, and pro forma M&A combinations if applicable.

6. We will sensitize valuation and create outputs to visualize our analysis.

7. As part of due diligence, we will lead Q&A with any relevant stakeholders, whether they are internal or external for the client.

8. We continue to refine this analysis until the client is 100% satisfied with our work.

9. Average time to completion for a custom strategic financial model is between 30 and 60 hours dependent on ease of access to existing financials, assumptions, and relevant information

10. Average time to completion for #9 plus investor presentation and business plan transformation plus Q&A / due diligence support calls plus extensive scenario modeling is between 150 and 200 hours

11. Average time to completion for #9 plus #10 plus CFO advisory and finance transformation at an existing business is between 250 and 300 hours