Financial Planning

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About this service

Summary

Provide expert financial planning and business strategies based on experience as a CEO of a bank and a consultant. Develop comprehensive financial models, forecasts, and valuations for businesses.

Process

Gather financial information of the firm

Develop financial models

Complete valuation

What's included

  • Financial Analysis

    Report on the financial management of the firm: assets, liabilities, cash flow, financing, capital requirements.

  • Valuations

    Discounted cash flow valuations Comparable multiple valuations Adjusted recurring revenue valuation


Skills and tools

Financial Advisor
Financial Consultant
Business Consultant
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
OneDrive
OneNote

Industries

Consulting

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