In practice · anonymised case study
A model built for a buy-and-build business.
- ~50
- Acquisitions handled
- £75m+
- Debt supported
One integrated model, including covenant reporting, deferred consideration and earn-outs.
Monthly updates
Days 1–2 hours
Bespoke financial modelling
Tailored Excel models with connected P&L, Balance Sheet and Cash Flow — so you can test decisions and explain your numbers confidently to investors, lenders and buyers.
Book a free 15-minute call
Who we’ve worked with

In practice · anonymised case study
One integrated model, including covenant reporting, deferred consideration and earn-outs.
Monthly updates
Days 1–2 hours
What the model does
See how each decision affects profit and cash — together, not in separate spreadsheets.
See when cash is needed and explore how different funding assumptions affect your forecast.
See when cash is needed and explore how different funding assumptions affect your forecast.
Compare business assumptions and understand their impact before making a decision.
Compare business assumptions and understand their impact before making a decision.
Give investors, lenders and buyers a clear financial story, with a dashboard of the key outputs.
Give investors, lenders and buyers a clear financial story, with a dashboard of the key outputs.
Beyond a transaction, use the same model for board reporting and ongoing planning.
What you receive
Profit and loss, balance sheet and cash flow connected in one tailored model.
Profit and loss, balance sheet and cash flow connected in one tailored model.
Explore different business assumptions and see how the outputs change.
Explore different business assumptions and see how the outputs change.
The key numbers in one place for management, investors, lenders and buyers.
The key numbers in one place for management, investors, lenders and buyers.
A full handover so your team understands and can use the model.
A full handover so your team understands and can use the model.
The exact scope is agreed after the initial conversation.
You own the model. Ongoing support is optional.

Meet Sean
Over 15 years in senior finance, including Group Finance Director roles for complex, multi-entity businesses.
Sean personally reviews every model, challenges assumptions and walks your team through the numbers.
How it works
A free 15-minute call to understand your business and what you need the model to do. We then review your information and agree the scope.
A free 15-minute call to understand your business and what you need the model to do. We then review your information and agree the scope.
Typically one to four weeks. Every model reconciles to your accounts and has a checks sheet. Ha reviews the build, then Sean personally reviews it.
Typically one to four weeks. Every model reconciles to your accounts and has a checks sheet. Ha reviews the build, then Sean personally reviews it.
We take your team through the model and user guide. Use it independently or choose support with monthly or quarterly updates.
We take your team through the model and user guide. Use it independently or choose support with monthly or quarterly updates.
AI can assist with data mapping and analysis. Expert human review remains at the heart of every model.
“Sean developed and automated our financial model and trained the team to take over the monthly routines, including video tutorials. Proactive, responsive and practical.”
Let’s talk
No obligation. Talk directly to the people who build your model. Enquiries are for arranging a call, not reserving a calendar slot.
Online enquiries are currently unavailable.
FAQ
Business owners, finance teams and corporate finance advisers preparing for investment, lending or a business sale. Models also support ongoing planning, board reporting and multi-entity groups.
A typical build takes one to four weeks, depending on size and complexity. We agree the exact scope after the initial conversation.
Your management accounts or existing model, trial balance, revenue drivers, staff costs and overheads. We'll agree any other data needed for your business.
Yes. Our own product, Flow, connects Xero data to the model. We can also work with other accounting systems and data sources. Your finance team still checks the monthly actuals.
Yes. You receive the Excel model, a full handover and a user guide. Run it yourselves or choose ongoing support, with no obligation to keep us involved.
No. We build bespoke financial models, not loans or finance-broking services. A model supports your discussions with investors, lenders and buyers; it does not guarantee funding or a sale. We do not provide bookkeeping, tax, payroll or company secretarial services.