Excel Financial Modelling Services.
Looking for a Custom Financial Model tailored to your business strategy? Whether you’re raising capital, managing investor expectations, or building a valuation, we design structured, Excel-based Financial Models that are flexible, investor-ready, and backed by best practices.
BESPOKE FINANCIAL MODELS
Custom Financial Models built for your strategy.
Partner with our expert consultants to create bespoke financial models that align with your goals, whether for fundraising, business and strategic planning or performance analysis. Benefit from tailored forecasting, insightful scenario planning, and ongoing support to scale confidently.
Let’s explore your specific financial modelling requirements together—whether you’re pitching to investors, planning growth, or improving your financial infrastructure.
MORE THAN JUST EXCEL FINANCIAL MODELLING
Every business has unique Financial Modelling needs, and our team of expert consultants is here to support you. Whether you require a Custom Financial Model for fundraising, strategic planning, or performance analysis, we’re dedicated to transforming your vision into a tangible asset. We recognise the critical role that a well-structured financial model plays in supporting effective strategic planning, securing capital, and assessing financial performance. With extensive experience in developing, reviewing, and maintaining a variety of Financial Model Templates, we empower businesses to strategise, attract essential funding, and thrive across all stages of growth.
When you choose us for your bespoke project, you’re selecting a long-term partner. Our commitment extends well beyond initial project completion, offering ongoing guidance and support so you can focus on growing your business. Our collaborative approach—incorporating interactive planning, tailored scoping, and hands-on review sessions—ensures our team delivers maximum value, while your team retains full control over the project’s success.
We’d be delighted to discuss your unique requirements and look forward to the opportunity to work together.
We’ll set up discussion and scoping sessions with you and your key stakeholders to ensure your financial model meets your expectations
We focus on the key model outputs to ensure the model provides decision-makers with the KPIs, charts and reports which allow them to make critical decisions with confidence
We’ll identify possible scenarios and key drivers together during the planning process to ensure your model includes dynamic “what-if” analysis.
We prioritise clear and open communication to ensure a shared understanding of your goals and expectations and our ways of working.
We’ll help you navigate complex financial decisions with our straightforward communication style, free from unnecessary jargon and appropriate for stakeholders at all levels.
Stay informed at every step. Our commitment to straightforward communication means you’ll receive regular updates, insights and feedback throughout the engagement.
Committed to the highest standards of professionalism.
Internationally accredited and certified as both a Financial Modelling and Company Valuation Analyst (FMVA)® and a Financial Planning and Wealth Management Specialist (FPWM)™.
These prestigious accreditations and qualifications hold global recognition, being accredited by esteemed institutions such as the Better Business Bureau® (BBB), the Chartered Professional Accountants (CPA) of Canada, and the National Association of State Boards of Accountancy (NASBA) in the United States.
FMVA Certified
Financial Modelling and Company Valuation Analyst (FMVA)
FPWM Certified
Financial Planning and Wealth Management Specialist (FPWM)
Why these accreditations are important
Unparalleled Expertise
Our team’s expertise is validated by internationally recognised bodies, ensuring top-notch financial modelling, company valuation, financial planning, and financial management services.
Global Credibility
Clients can trust in the global credibility that comes with these accreditations, reinforcing the quality and excellence embedded in our services.
Client Assurance
Being accredited by reputable institutions such as BBB, CPA, and NASBA assures our clients that they are partnering with a company committed to the highest standards of professionalism and ethical business practices.
If you’d like to discuss your Custom Financial Model build requirements or ongoing support needs, we’d love to hear from you. Get in touch, and we can discuss your project requirements.
