How the process works
Five simple steps
We start by asking you a number of questions about your business over email
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We have a 30 minute phone call with you to ask additional questions and finalize the financial model design
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We provide an initial draft of the integrated financial model which includes up to 5 years of reports
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We refine the model based on your feedback
The model is finalized and provided in an Excel file that you can easily update and edit as you go
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