Financial Modelling and Valuation

Financial forecasting is a process by which a company plans and prepares for the future. It involves determining the expectations of future results. Financial modelling is used to estimate the valuation of a business or to compare businesses to their peers in the industry.

WHO IS THIS FOR?

This service is beneficial for all existing companies or start-ups

HOW DO I SIGN UP?

Post the detailed discussion the report will be submitted in 5days. The pros and cons of the report will be analysed by an expert in Financial statements. A call will be scheduled post the report virtually or in person.

KEY BENEFITS

Financial modelling is used in strategic planning to test various scenarios, calculate the cost of new projects, decide on budgets, and allocate corporate resources. It is the act of taking a forecast’s assumptions and calculating the numbers using a company’s financial statements. 

It is useful for the following reasons:

Raising capital (debt and/or equity)

Making acquisitions (businesses and/or assets)

Growing the business organically (opening new stores, entering new markets)

Selling or divesting assets and business units

Budgeting and forecasting (planning for the years ahead)

Capital allocation (priority of which projects to invest in)

Preparation of beautiful Pitch Book (for start-up) or Information memorandum (for M&A, fundraising activities)

The main sections to include in a financial model and valuation are:

Assumptions and drivers

Income statement

Balance sheet

Cash flow statement

Supporting schedules

Valuation

Sensitivity analysis

Charts and graphs

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