Model Your Next Move With a Custom Financial Model and a CFO Advisor

  • Whether you are scaling, acquiring, or preparing to exit, we build logical, detailed financial models that simulate the real-world impact of strategic decisions with Wall Street power and precision

  • From cash flow build to dynamic scenario manager to valuation — with our white glove service, we treat your business like our own

  • For a custom financial model, the average project is between 30 and 60 hours, depending on ease of access to key information

* Limited time offer.

Table showing valuation sensitivity percentages versus current price, with EBITDA values ranging from $60,000 to $100,000 and EBITDA multiples from 6.0x to 12.0x, colored from red (negative) to green (positive).

Everything a Board of Directors and Investors Want to See - Already Modeled In

  • Customized financial models based on your revenue streams and cost structure

  • Broad industry modeling expertise — Energy and power plants, industrials and autos, consumer products and services, retail, technology, media, and video games, financial institutions and fintech, SaaS, and healthcare

  • Clear KPIs and unit economics by product, service, and segment

  • Forecasting full operating build to free cash flow with cash conversion cycles, dynamic debt schedules, and valuation sensitivity analyses

  • Finance Transformation — integrate and automate data feeds from FP&A tools like Adaptive by Workday and Business Warehouse by SAP

  • Run unlimited scenarios for expansion, pricing, M&A (sell-side or buy-side), financing, or restructuring — compare the results simultaneously

  • Stress-tested and vetted assumptions for investor and board Q&A, and M&A due diligence

  • Dashboard-ready outputs

CFO Advisor, Not Just an Excel Wizard

“We have a large-scale software solution for the legal industry. It comprises an open enterprise platform, a marketplace and a development sandbox. Brian took the time to understand the complexities of our solution and the business underpinning it. He created bespoke economic modeling and valuations that properly, but simply captured our multi-faceted endeavor. His work was outstanding and thorough. His expertise and insights not only delivered a great product, but also added significant value to our analyses and efforts. Brian enjoys a unique mix of high professionalism and easy-going personal skills, making working with him easy and enjoyable. He was timely and his billing was fair. We plan to work with Brian again and I would not hesitate to highly recommend him to anyone.”

— CEO at Legal Tech SaaS Platform

“Brian led due diligence on an acquisition of a diversified broker-dealer platform. He investigated and ripped apart the financials and investor materials provided by the target. He prepared a robust, dynamic financial model valuing the business. Empowered with these insights, he led late-stage due diligence Q&A with the target's executive leadership team. Brian uncovered several financial and operational red flags that made the target uninvestable at management's current valuation of $200 million. Within a few weeks of Brian's recommendation to pass, the target's CFO resigned. Brian's contributions have significantly mitigated risk in our strategy. Thanks for all your hard work. Looking forward to working with you again.”

— President at Family Office Investor

Schedule your free 1:1 consultation today to discuss your goals, and get your custom modeling proposal.

* Limited time offer.