Financial
Modeling Services

The primary aim of this valuation is to provide a range of purchase prices under various scenarios, validate the seller’s asking price, and help develop a business plan for post-close execution. Upon completion, you’ll receive a comprehensive valuation model in Excel format that clearly presents our findings, enabling you to make an informed buying decision. This model is also suitable for sharing with lenders, including SBA lenders, and investors. Throughout the process, you will work closely with your dedicated M&A CPA, who will be available to address any questions or concerns regarding the business's finances. Our Financial Modeling Service is offered at a fixed price of $2,950, regardless of the deal size

Financial models are essential tools for supporting business decisions. Well-constructed financial models offer valuable insights, enabling you to assess the financial implications of strategic choices and strengthen your business plan or 
investment decision. We can enhance the effectiveness of your Financial Model as a decision-making instrument, ensuring it is backed by a thorough evaluation from both accounting and tax perspectives.

For clients seeking financing through an SBA loan, it’s crucial to include a financial projection model as part of the business plan. We can assist you in creating this required component

Our typical turnaround time is two to four weeks from engagement, depending on the timely receipt of all necessary documentation from the seller. A data request will be issued once the engagement is confirmed

As with all our services, our Financial Modeling Service includes unlimited client support, ensuring we’re available to assist and provide guidance long after delivering your finalized report. When you’re ready to proceed or have any questions about our services, don’t hesitate to reach out or schedule a complimentary introductory consultation