Your financial model is a way to forecast a business’s financial performance into the future. Oftentimes, entrepreneurs don’t have the financial know-how to build a dependable model for their startup or existing business. However, banks and investors are not only interested in your knowledge of your product or service, but also in how the sales and distribution of this product will translate to a financially successful company.
If your company is a startup, we will carry out our research to understand your industry and the best modeling practices. If you have an existing business, we will look into your company’s financial history in order to make the best recommendations while simultaneously preparing your financial forecast.The package ensures the following are spelled out clearly, among others:
Important elements to look out for
These form the basis for the entire financial model and are often at the center of financial discussions. They tell the story behind all your numbers and they must be well researched and justifiable, else, your financials could easily be tossed in the trash
This helps you present your most important top line numbers at a glance. These include your revenue, cogs, gross profit, operational expenses, interest payments (if applicable) and your net profit.
Your business must show enough liquidity for both long and short term sustainability. You stand the risk of going out of business if you don’t have enough cash to run your daily operations.
This is where the future financial health of your company will be evaluated by investors or banks. This is because it gives a snapshot of what the company owns and what it owes at the end of each financial year.
It is important to show the banks and/or investors the different scenarios possible for your sales and cost (if affected). Your ability to show with confidence, your worst to best case scenarios will definitely play to your favor in funding related discussions.
These show your numbers in simple, attractive and presentable formats. They are also important because they help capture a lot of information at a glance.
Curtis Nelson, the CEO, began as a construction operations manager about a decade ago and is now transitioning into real estate. In the space of 2 years, Curtis has successfully run a pilot phase for his real estate agency in Wisconsin, USA. Asides from helping families build custom residential properties worth around $50 million in the past, Curtis intends to expand the business by building a business model that is web-based, where seamless transactions can be facilitated. The platform will offer realtors/individuals coaching and mentoring, and leads that they (agents) can follow through and close the deals. As at the time of preparing the business plan, Curtis had spent $20,000 from his personal purse and believes $155,000 would finance the expansion phase of the business. Hence, he contacted us for a professional business plan to guide in implementing their thoughts and ideas and to obtain a SBA loan.Read more
The client Bashar, approached us for a business plan for a family-owned startup trucking business BLKL, with a big emphasis on professionalism. Their aim is to provide trucking services for general freight, retail and food industries. Bashar wanted a business plan to help them secure a loan to start up the business. We prepared a detailed and concise business plan to his specification. At the end, he said, "Abyarigbabu and his team did exactly what was asked of him and exceeded expectations."Read more
A platform ordering service (POS) mobile application was developed for Hamza Mubashir to secure an investment from potential investors in exchange for a 26% equity stake in the company. He needed the funds to fund the platform's development which was already in its MVP stage. We developed a business plan, financial plan and pitch deck specific for the business to operate in Florida which outlines the core USPs of the platform and its huge potential. "Amazing work, great to work with, fluent understanding all my needs and changes, communication level was amazing." - Hamza Mubashir (CEO/Founder)Read more
A Louisiana style daiquiri shop/bar soon to be launched in Lake Elsinore California by owner's name who has gained extensive experience in the alcohol industry from helping his father open a similar daiquiri shop in Baton Rouge, La. He reached out to us to develop a business plan and financial plan to secure a loan through SBA or from financial institutions to support the business establishment and growth. We developed and delivered a concise and detailed business and financial plan from the little information given by the clientRead more
A mixed-use space that will operate as a nightclub at night and restaurant during the day offering guests a luxury experience. The client reached out to us to develop a business plan, financial plan and pitch deck with extensive market research for the business to operate in Baltimore Maryland. The requirements were to be used in securing loan or investment in addition to the owner's personal funds. Although the client gave very scanty information, the team was able to develop a unique business plan, financial plan and pitch deck that showed that the business will be successful as well as profitable.Read more
Harlem America is an online clothing line that has been in operation since 2017 with huge media visibility due to endorsements by celebrities. The brand wanted to expand its operations to include clothing, home goods, multimedia content, hospitality, champagne and water due to increased brand awareness and a partnership opportunity with a wine brand. The CEO approached us to develop a business plan, pitch deck and financial plan to present to a potential investor who wanted to invest $500,000 for a 5% stake in the company within 2 days. Due to the nature of the proposals, we had to develop a structured expansion plan to explain how the CEO will introduce the new additions as well as the operational structures involved. Upon review, she left the comment below; "Great service! Went Above and Beyond to meet my schedule with detail and superb communication."Read more
Kahlil had some investors who needed to see some documentation before investing in his ecommerce business and he came to us for a full investment business plan. The online marketplace is geared towards projecting the cultural richness of Tobago to the world. Notably, they are the first to allow foreigners to shop for products that are made in Tobago. Check www.madeintobago.com for much more than a shopping experience. The parent company, KGI, had spent between USD20,000 and USD50,000 and needed approximately USD100,000 to finance the ecommerce business. We were able to exceed their expectations and all Khalil could say was that: "They outdid themselves on this business plan, i came to Abyarigbabu at short notice and his team really came through for me" - Kahlil Isaac (CEO)Read more
This business enterprise, is based in Burkina Faso and is specifically into co-packing of agric produce. The business first started with buying produce, packing and selling. They now saw a gap in the market where they could also do packaging of produce for clients who did not have the wherewithal, while still working on their brand. They needed a business plan to achieve this, and also to obtain a loan to fund the expansion. We had our meetings and delivered beyond expectation. The client had this to say... "They are the real deal. They will read your mind literally. I first worked with another person who did a horrible job, and Mr. Abyarigbabu and his team just gave me faith again in the process. They went above my expectations. Don't go with someone just because they are cheap. Look at their reviews. And they did an amazing job. I am very happy with the delivery. I barely had revisions . Thank you so much ." - Rihana Traore (CEO)Read more
82% of startups fail because of poor cash flow management.
77% Fail because of improper pricing and poor understanding of unit economics
Most financial projections fail because sales are overestimated.
Years of understanding of financial modelling for varying industries
Our financial models get commendations from financiers
You get comprehensive financial models that are automated, easy to understand and edit