Financial Modelling

Financial modelling

Financial modelling consists of building a financial representation of some or all aspects of your company’s operations in form of an Excel spreadsheet.

Those models can be used to predict and analyse the impact of different assumptions and variables on your financial results. For example, you can build a model that shows how an increase in suppliers’ prices or income tax can affect your profits.

Financial models are used by businesses of all sizes

  • To estimate costs and profitability of new projects (budgets, resource allocations)
  • When raising capital (e.g., whether to raise debt finance or equity)
  • When acquiring businesses or assets (comparing different options)
  • When selling fixed assets, business units or subsidiaries
  • To estimate sales growth (e.g., the effects of taking or not taking certain actions)
  • To evaluating options for organic growth (new products, stores, markets, etc.)
  • When allocating resources (e.g., to invest in a new ERP system or new website)
  • For testing various scenarios and sensitivity analysis
  • For business valuations (e.g., when raising private investment or selling a business)

Make better decisions

Financial models allow you to quickly and easily evaluate different options, solve dilemmas and make better decisions. Our experienced team can develop models based on your specifications and help you improve the decision-making process in your company. Contact us at finance@mcboffin.com or request a free quote.

Different types of financial models

Financial models range from very simple tables to very complex multi sheet files. Some of the most commonly used financial models among our clients are:

Three Statement Model

It links profit and loss, balance sheet and cash flow statements allowing managers to test different assumptions. It’s used for forecasting financial results.

Discounted Cash Flow Model

It´s often used for business valuations. It estimates the value of a company today, based on the projections of how much money it will generate in the future.

Consolidation Model

It´s used by companies that have two or more business units or product groups to test different scenarios within those units and see how it would affect the business as a whole.

Budget Models

They are used for cost control, cash flow planning, project management, resource allocation, production planning, business expansion, new product development, etc.

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