How the process works
Five simple steps
We start by asking you a number of questions about your business over email
We have a 30 minute phone call with you to ask additional questions and finalize the financial model design
We provide an initial draft of the integrated financial model which includes up to 5 years of reports

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