Financial models
Three-statement, monthly, driver-based. Built so an analyst can follow it without ringing you.
Data rooms & diligence readiness
Diligence is a test of how a business is run, not just what it earns. A slow data room answers the question badly.
Method
How the work is done.
Structured, indexed, complete before the first request list lands.
- 01
Built to the request list
Structured to the way buyers and lenders actually ask, so the index matches their checklist.
- 02
Populated before it is needed
Assembled ahead of the process rather than scrambled together after the first email arrives.
- 03
Gaps flagged early
What is missing is identified and listed at the start, while there is still time to fix it quietly.
- 04
Tracked
Request log maintained, so nothing sits unanswered and nothing is answered twice.
Output
What lands on your desk.
- Indexed data room structure
- Diligence checklist with owners and status
- Financial information pack
- Gap list with remediation plan
- Request tracker for the live process
Standard
What it is held to.
- Complete before the first request
- Consistent file naming and versioning
- Financial information ties to the model
- Nothing shared that has not been checked
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.
Valuation & returns analysis
DCF, LBO, comparables and returns waterfalls, built the way the other side builds them.
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.