Financial modeling is the backbone of all businesses and any transaction, from a $4billion takeover to a $2million refinance.
We create models across all industries, and for a wide range of end- purposes, some shown below
Our models are built to answer complex questions – but they are not complex models. Our clients are not Excel experts. They are CEO’s, CFO’s, engineers, etc. Thus we keep the model as simple as possible with no unnecessary long formulae or macro’s. Specifically, we deliver a clear and easy-to-understand cashflow forecasting model, which is a tool you can use to make better key business decisions.
– New model: We have template models available for sale, which can easily be amended to suit your business. Or we can build you a new model “from scratch” tailored to your business
– Your existing Model: Sometimes your existing model is fine and just needs a “refresh”. We can perform a quick “health-check” of your model in one day, or one week. Alternatively, we can take your existing model and conduct a more thorough review. Such as: check for calculation and logic errors/ check that calculations and inputs in the model match source documents/ create a “mini- model” to check logic is correct/ add error checks to minimise errors going forward/ add sensitivities (albeit important, base case is only a fraction of the story). And generally making all amendments required, to thus hand you back a better or more user-friendly, and error-free model.
During a recent audit request we identified> $10m extra revenue from an error: The model was a typical “bolt-on” where one person created it and then others added more rows and calculations, which had double discounted the revenue. Fixing this error increased revenue by $10m and the project went from being non-viable to (significantly) viable.
Some past clients we have helped below, with more at https://rockfinancial.net/past-clients/
Call us today to see how we can assist across Financial Modeling, or learn more about our other financial services.