Models Built for Better Decisions
Clear, flexible financial models for planning, scenario analysis, capital allocation and financing.
A Model is a Decision Tool, Not a Spreadsheet Exercise
Every model starts with the decisions it needs to support. I build clear, flexible forecasts that can be used to test scenarios, explain funding needs and guide planning. The goal is a model your team can understand, update and keep using after the engagement ends.
Assumptions
Define the operating, financial and project inputs that drive the model.
Forecast
Translate those assumptions into an integrated view of performance, cash flow and funding needs.
Scenarios
Test different outcomes and understand how key decisions affect the result.
Decision Support
Turn the model into clear information that can guide planning, financing and capital allocation.
Assumptions
Define the operating, financial and project inputs that drive the model.
Forecast
Translate those assumptions into an integrated view of performance, cash flow and funding needs.
Scenarios
Test different outcomes and understand how key decisions affect the result.
Decision Support
Turn the model into clear information that can guide planning, financing and capital allocation.
The Models I Build Most Often
Operating Business Models
Integrated three-statement models for revenue, margins, cash flow and business planning.
Real Estate & Development Models
Project budgets, land assumptions, draw schedules, financing needs and return analysis.
Hospitality Models
Occupancy, pricing and operating forecasts for hospitality and destination businesses.
Land & Agricultural Project Models
Long-term feasibility, phasing and capital planning for land, agriculture and regenerative ventures.
Fund & Multi-Project Models
Master models that consolidate multiple projects, entities and sources of capital.
Investor & Financing Models
Funding requirements, use-of-proceeds schedules, capital structure and scenarios prepared for investor or lender review.
Acquisition & Scenario Models
Deal structures, sensitivities and downside cases used to evaluate major decisions.
Budget & Long-Term Forecast Models
Annual budgets and multi-year forecasts grounded in the way the business actually operates.
Six Steps From Assumptions to a Model You Can Use
Define the Decisions and Assumptions
Start with the decisions the model needs to support and the assumptions that drive them.
Structure the Model
Build a clear model with inputs, calculations and outputs organized separately.
Build the Forecast
Connect operations, cash flow, debt and equity into one integrated forecast.
Test Scenarios
Test base, upside and downside cases to understand risk and sensitivity.
Present the Results Clearly
Turn the model into clear dashboards and outputs that make the key insights easy to understand.
Deliver a Model Your Team Can Use
Provide a model your team can understand, update and continue using after the engagement ends.
Prepare for Investor Conversations
I help businesses prepare the financial information investors and lenders will want to understand, including funding requirements, key assumptions, capital structure and financial scenarios.
This is financial preparation and advisory support. I do not act as a broker or directly raise capital on your behalf.
- Financial Preparation for a Raise
- Funding Requirement Analysis
- Investor Assumptions and Scenarios
- Capital-Structure Analysis
- Due-Diligence Preparation
- Investor Reporting
- Financial Story and Supporting Materials
- Presentation Support
Have a Financial Model in Mind?
Tell me what you’re evaluating, planning or financing. We’ll define the decisions the model needs to support and the right project structure.