Finance
Financial analysis for planning, investment, and performance.
We build financial models and analysis to help leaders compare options and understand their financial implications. We document assumptions, scenarios, and decision criteria so your team can use and update the work.
Finance services
How we can help
Financial planning and forecasting
Develop driver-based revenue and expense forecasts, budgets, cash-flow plans, and scenarios. Connect financial assumptions to the way the business operates.
Pricing and profitability analysis
Evaluate pricing, unit economics, contribution margin, cost-to-serve, and break-even points. Identify the factors affecting profitability and compare improvement options.
Capital investment and business cases
Model capital costs, return on investment, payback, and operating benefits. Test how changes in key assumptions affect the investment decision.
Performance management and reporting
Develop management reports, financial and operational measures, dashboards, and budget-to-actual analysis. Explain the factors behind business performance.
Financial support for strategic initiatives
Assess the financial implications of growth plans, new products, commercial models, staffing choices, and operational investments.
Project deliverables
What you receive
Deliverables are agreed at the start of the engagement. Depending on the scope, these may include:
- Financial model with documented assumptions
- Forecast and budget
- Pricing or profitability analysis
- Scenario comparison
- Investment case
- Performance dashboard
- Executive decision memorandum
This practice provides management-focused financial and performance advisory. It does not include audit, review, attestation, or compilation work. Any additional regulated tax or accounting services would require separate evaluation before being offered.
Illustrative engagement
Evaluating an equipment investment
A business owner is considering new machinery. We compare purchase and financing options, utilization, labor and operating costs, and changes in demand to support the investment decision.
Illustrative example; not a client case study.
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