Strategic Financial

Modeling & Planning

wrenches hanging in a hardware shop - Strategic Financial Modeling & Planning

Transactional modeling and operational benchmarking

Top tier businesses analyze their company’s financial reports to optimize operational performance and asset utilization. For any size or industry type, a business benefits from modeling out specific transactions, acquisitions, or new service lines. Beyond assessing viability, how then can a business monitor the undertaking or the business as a whole? Developing scenarios helps optimize decision making and benchmarking ensures it’s working. Put these resources to work:

  • Transactional modeling
  • Custom key performance indicators (KPIs) and benchmarking for your business and industry
    • Efficiency: asset utilization
    • Liquidity: Working capital, cash flow, debt to equity
    • Effectiveness: gross margin analysis
  • Proprietary benchmarking tool development

Business Types We Help

Explore the industries we serve for entrepreneurial and lower middle-market companies nationwide.