The financial model must not only forecast the client company’s future financial performance in an accurate light, but it must also “market” its future financial benefits to lenders or investors. The frenzy and emotive atmosphere surrounding the strategic planning and forecasting process, often partly overlooks or neglects the sense-checking or due diligence process.
Personalising your Best Practice Financial Model
Definitively, personalised is the ability to make or produce something to conform to a person’s individual requirements. The following identifies some more obscure or less understood elements of Excel, which can further improve the personalised added value of a best practice financial model.
Case Study – Spreadsheet Peer Review of a Real Estate Property Developer’s Pricing Models
This mandate involved a peer review of a Real Estate Developer’s pricing spreadsheets. It required a strong attention to detail, and the need to become well versed in the mechanics of the client’s various pricing models by project.
The value-add of Dashboards in Strategic Planning
A great deal of input, time and resources are consumed to produce a company’s strategic plan. Sure a strong attention to detail is paramount to deliver a detailed strategic plan, however the value of the summarised executive Dashboard reports are often understated.
Case Study – Strategic Financial Plan and Corporate Valuation for a Training Company
Strategize Financial Modelling was approved to develop a financial modelling tool to assist the formulation of strategic planning and forecasting for a training company. The strategic model would support strategic initiatives, as well as form the basis of the valuation of the training company’s enterprise value.
Case Study – Insurance Strategies Comparison Tool for an Insurance Advisory Firm
An insurance broker required a bilingual financial model to present various insurance strategies to its clients. The client’s requirement was the insurance tool needed to update dynamically to reflect varying age ranges, insurance products, and insurance providers.