Financial models
Three-statement, monthly, driver-based. Built so an analyst can follow it without ringing you.
Valuation & returns analysis
A valuation is only useful if it survives the questions. We build it the way the investment committee will rebuild it.
Method
How the work is done.
DCF, LBO, comparables and returns waterfalls, built the way the other side builds them.
- 01
Multi-method
DCF, trading comparables and precedent transactions, triangulated rather than cherry-picked.
- 02
Run off the live model
The valuation draws from the operating model, so a change in assumptions flows through instead of being restated by hand.
- 03
Returns from the investor's seat
IRR, money multiple, LBO structures and waterfalls — what the money does for them, not only for you.
- 04
Working shown
Comparable selection, adjustments and discount rate build are all documented and defensible.
Output
What lands on your desk.
- Valuation report with method-by-method output
- DCF with WACC build and terminal value sensitivity
- Comparables and precedent transaction sets
- Returns analysis and waterfall
- Football-field summary of ranges
Standard
What it is held to.
- Methods triangulated, not selected to flatter
- Comparable adjustments documented
- Sensitivities on the assumptions that carry value
- Built to withstand a committee rebuild
Where it appears
Engagements that include this.
Also part of the eight
Related capabilities.
Investor decks & executive summaries
The deck, the one-pager and the Q&A pack — one narrative, backed by the model.
Data rooms & diligence readiness
Structured, indexed, complete before the first request list lands.
13-week cash flow forecasting
The single most useful tool in a small business. Updated weekly, owner-friendly.
Next step
Thirty minutes. No pitch. Your situation, and what we would do about it.
If we are a fit, we will say so. If we are not, you will hear that too, and where to look instead. Either way you leave with a clearer picture of what good finance looks like for your business.