• Financial Modelling

Financial Modelling

An extensive financial model is a fundamental tool for any business. We have broad experience of building financial models for business planning as well as transactions. The models we build can serve a dual purpose being both relevant to a particular transaction and to be used as a management forecasting tool. By providing our clients with high quality models, we help them make better, more informed decisions involving operations, transactions, and funding, among others.

Financial models can be confusing. We plan our models to be easy to explore, adaptable and customised to your necessities. They will give you the certainty that you are making informed choices and that you completely understand their effect.

Our clients

Real Estate Development Model
Real Estate Development Model
Strategic Planning Financial Model
Project Cash Flow Model
Acquisition Financial Model





What we do

Our combined experience of financial modelling and valuations means there are no situations that we have not encountered before. You can be sure we understand what is required and what is at stake for our client.

Our experienced team have successfully performed numerous assignments across various sectors and have worked on all types of engagements.

Our modelling experience includes:

Operational and business planning

Cashflow management

Scenario and sensitivity analysis


Private equity

Growth and acquisitions

Debt and refinancing

Project finance

Portfolio analysis

Fund modelling



Our approach

Cash flow management Valuation Scenario planning Project appraisal Supporting management decision making Step 6 Model Handover On completion of the iteration process, we then issue you with a copy in order to provide you with the tools to test various scenarios, facilitating better decision making. Step 5 Iteration Having reflected on your feedback, and any additional information provided, we will update our model and ensure the output meets your needs with respect to key outputs and visual presentation. Step 4 Client Review Once finalised, we will issue you with a completed report (in draft) for discussion. This model will estimate the future performance of the business/investment based on the agreed assumptions. Step 3 Build Dynamic Financial Model We build a financial model to reflect the expected future financial performance of the business or investment. Using this, we will do user acceptance testing and go through how this tailor-made financial model can be used on a day-to-day basis by both client and their staff. Step 2 Data Capture & Model Design We work with you to develop an understanding of your business, how it creates value and to identify the drivers of value and costs. We also agree with you the design and layout of the model including structure and flow of data and visualisation of outputs. Step 1 Scope We work with you to get a full understanding of your requirements, the purpose of the assignment, the required output and the intended users of the output.