As a business owner you make critical decisions every day – whether it’s expanding your business, hiring new employees, launching a new product, or simply managing cash flows. Financial modelling is a powerful tool that can help you make more informed commercial decisions, with confidence, and reduce the risk of unforeseen cash constraints.
What is financial modelling?
A financial model uses data, insights and advanced MS Excel techniques to create a clear picture of your business’ future financial performance. Data from a financial model, coupled with our team’s financial knowledge, understanding and experience of working within various industries, means we can provide advice backed by numbers on future investments, projects and financial health. Our models give you the insight you need, helping you understand how the decisions you make today impact your business tomorrow.
Ed Macpherson, Wilson Partners
What can we do for you?
- Secure finance
Whether you’re applying for a loan or seeking investment, a financial model is essential for showcasing your business’ potential, backed by data. Investors are more likely to support a business that can clearly present solid financial projections and cash flow performance, with a clear plan to achieve them. - Buying or selling a business
A financial model assists with exit planning by providing a detailed forecast of a business’ future financial performance, helping to determine its value for potential buyers or investors. It supports negotiations by showcasing projected cash flows, profitability, and potential returns, ensuring that the business owner(s) can set a fair market price and strategically plan for a successful exit. - Valuations
A financial model can be used to help value projects and assets, attaching a more accurate value to an investment opportunity and providing the vendor with greater confidence in the true value of their asset.
- Better decision making
A financial model allows you to make informed, data-driven decisions rather than relying on guess work. This may include investments into capital assets, product development spend or the timing of recruitment. - Managing cash flow
One of the main reasons an SME fails is due to cash flow issues. A financial model can assist in anticipating periods where cash might be tight, allowing you to ensure you have enough cash to cover expenses and invest in growth. - Identify risks
A financial model can highlight possible risks and their impact (through sensitivity analysis), allowing you to develop risk mitigation strategies and make decisions with confidence to protect your business’ financial health. - Planning for growth
If you’re considering expanding your business, a financial model can help you evaluate affordability, risks, costs, and potential revenue, ensuring your growth plans are well informed and minimise risk. - Improve efficiency
Financial modelling enhances efficiency by offering clear, data-driven insights that enable businesses to optimise resource allocation, cut costs, streamline operations, and make confident, informed decisions.
- Model Review
Ensuring a financial model is fit-fit-for purpose and robust is essential when placing reliance on a set of projections. We can review and provide recommendations on how a model has been prepared as well as assess the reasonableness of the assumptions underpinning the projections. - Sensitivity analysis
We can work with our clients to stress test financial models and provide sensitivity analysis so that they can have a clear picture of the future under different scenarios.
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