Financial Modeling & Valuation

You Need Institutional-Quality Financial Analysis. Your Finance Function Wasn't Built to Produce It.

Your investor is asking for a model that can withstand lender scrutiny. Your board wants scenario analysis that actually reflects how the business runs. You're heading into a sale and the buyer's team will spend weeks in your financials — and your current model wasn't built for that kind of exposure.

Anyone can build a spreadsheet. What separates institutional-quality financial analysis from a model that misleads is the judgment to know which assumptions matter, which risks to stress-test, and how sophisticated investors and lenders will read the output — because the person building the model has sat on that side of the table.

What I provide:

• Three-statement financial models — income statement, balance sheet, cash flow

• DCF valuation and scenario analysis

• ROIC, CFROI, and EVA analysis

• Capital raise models for debt and equity financing

• Acquisition and LBO modeling

• Budget and forecast development

• Board and investor presentation support

• SaaS and subscription revenue modeling

• Segment and business unit analysis

Who this is for:

• Founders preparing financial models for a seed, Series A, or growth capital raise

• Business owners preparing for a sale who need credible valuation support

• Operators who need rigorous FP&A to drive strategic decisions

• Institutional investors who need CFO-level analysis on a specific asset or transaction

• Companies preparing for an audit, acquisition, or public offering

Financial models built for real transactions — not templates dressed up to look sophisticated.