Financial Modeling & Valuation

Financial models and business valuations for SMEs, startups and investment clubs, so you can make decisions with clear numbers in front of you.

Our Financial Services

SMEs, startups and investment clubs each need something different from a financial model. Here's how we help each of them.

SME Valuation

Business valuations for small and medium enterprises that are raising finance, selling, buying or planning ahead.

  • Business sale/purchase valuations
  • Succession planning valuations
  • Fairness opinions
  • ESOP valuations

Startup Financing

Financial modeling and valuation support for startups seeking funding, including pitch deck preparation and investor materials.

  • Valuation for funding rounds
  • Financial projections
  • Investor pitch preparation
  • Term sheet analysis

Investment Analysis

Investment analysis for clubs and individual investors weighing up new opportunities or reviewing their portfolios.

  • Due diligence support
  • Investment memorandum preparation
  • Portfolio analysis
  • Risk assessment

Our Valuation Process

We follow the same four steps every time, so our valuations are consistent and easy to defend.

1

Data Collection

We gather your financial statements, market data and industry information to understand how your business really works.

2

Financial Analysis

We analyze historical performance, industry comparables, and forecast future financial performance.

3

Model Building

We develop detailed financial models using appropriate valuation methodologies (DCF, comparables, precedent transactions).

4

Reporting

You get a valuation report that clearly explains the methods, assumptions and conclusions.

Valuation Methodologies

We choose from these established methods based on the business and the reason it's being valued.

Discounted Cash Flow (DCF)

We project future cash flows and discount them to present value using an appropriate discount rate that reflects the risk profile of your business.

Comparable Company Analysis

We compare your business to similar publicly traded companies or recent transactions to establish valuation benchmarks.

Precedent Transactions

We analyze prices paid for similar companies in recent M&A transactions to determine an appropriate valuation range.

Industry-Specific Multiples

We apply industry-specific valuation multiples (Revenue, EBITDA, etc.) based on your company's sector and growth characteristics.

Asset-Based Valuation

We calculate the value of your business based on the fair market value of its tangible and intangible assets minus liabilities.

Option Pricing Models

For certain complex securities or startups, we apply option pricing models like Black-Scholes or binomial models.

Financial Model Preview

Our models are laid out clearly, so you can follow the logic and test your own assumptions.

  • Detailed revenue and expense projections
  • Cash flow analysis and working capital management
  • Sensitivity analysis for risk assessment
  • Scenario modeling for strategic planning
Revenue
Expenses
Profit

Why Choose Our Valuation Services

A professional valuation helps in three practical ways.

Informed Decision Making

Make decisions about investing, buying or expanding based on realistic numbers.

Negotiation Advantage

Go into a sale or funding round knowing what your business is worth, and why.

Risk Mitigation

See which risks matter most and how much they could affect the value.

Need a valuation or financial model?

Tell us what the valuation is for, and we'll walk you through how we'd approach it.