Our Three Step Simple Process

Get your Financial Model um Business plan online in three simple steps

Engagement & Consultation

Information Collection & Management Discussion

Preparation, Iterations & Ideate

Benefits of a Financial Model/ Business Plan

Most important tool for Internal decision making

Provides much needed blueprint of the business

Brings clarity on cash flow, and how much funds are actually required

All Investors ask this for evaluation of the Business

Basic document for an M&A deal analysis

Helps in comparison of planned vs actual performance

Minimum Requirements for preparation of Financial Model/ Business Plan

  • Readiness with Historical Numbers (for existing entities)
  • Deliberations on Cost structure of the company
  • Idea on Capital Expenditure to be undertaken
  • Brief note on Sales strategy of the company
  • Brief idea about the Industry and the pain points the new business intends to resolve
  • Present industry / market information

What all you get

Standard Package

Price on Request

all inclusive fees

  • Financial Model covering three years Projected PL, BS, CFS along with associated working statements
  • Delivered in PDF format
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Premium Package

Price on Request

all inclusive fees

  • Financial Model covering five years Projected PL, BS, CFS along with associated working statements
  • Delivered in Excel format
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It takes 3-4 weeks to prepare a complete Financial Model/ Business Plan. Steps are as below:

  • 1

    Step 1

    ·         Detailed introductory discussion with the entrepreneur about the business and his future plans

     

  • 2

    Step 2

    ·         Information Checklist to be sent to entrepreneur – requesting information / documents

    ·         Entrepreneur to arrange for the information / documents as per the Checklist

     

  • 3

    Step 3

    ·         Detailed study of each element of the business

    ·         Few rounds of interaction with the entrepreneur

  • 4

    Step 4

    ·         Draft Financial Model to be shared with the entrepreneur

    ·         Entrepreneur to review the Financial Model and share his observations

  • 5

    Step 5

    ·         Each observations of entrepreneur to be mutually discussed and then incorporated in the Financial Model

    ·         Final version of Financial Model cum Business Plan to be shared