Financial Models and Business Plans
Build a financial model around your business plan, funding request or decision, with assumptions and scenarios you can inspect.
Price after a scope review
What the work can cover
- Build linked profit and loss, balance sheet and cash-flow forecasts
- Model agreed business drivers and funding requirements
- Compare scenarios and test how changes in assumptions affect the forecast
- Prepare financial tables for a business plan or decision
What we may need from you
- The decision or application the model must support and its intended reader
- Historical accounts and current trading information
- Revenue, staffing, cost and funding assumptions
Common questions
Who is this for?
Businesses preparing a business plan, a bank loan or investor discussion, a grant application or a major decision that needs a forecast they can explain.
What will I receive?
A linked profit and loss, balance sheet and cash-flow model built in Excel or Google Sheets, with an assumptions schedule and the agreed scenarios. You keep a fully editable copy.
Can the model support a loan, investment or grant application?
Yes. We prepare models and financial tables to support bank loan and investor discussions and grant or funding applications. A forecast supports a decision or application; it cannot guarantee funding or future performance.
How is the fee agreed, and can you update the model later?
Models are priced after a short scope review of the decision, the intended reader and the information available. Later updates as actual results come in can be agreed separately.
Forecasting and modelling software
See all software capabilitiesWe’ll confirm which of these platforms fits your setup and the service we agree.
