One of the most important objectives of a business plan is to plan the finances. This involves estimating how much money is required to set everything up, amount of money that will be raised via external sources, how that money will be used, estimating marketing spend, estimating staffing requirements and projecting what the future returns of the business will be. In order to do that, certain assumptions need to be taken into account. Some of these assumptions include estimates regarding:
A typical financial we build includes projected financial statements alongside our workings of the projected revenue and expenses. The tabs in our financial model generally include (these might differ from business to business):
We have worked with clients from a myriad of industries with different business and revenue models. While each business is unique and has its own strategy around pricing and revenue, some of the most frequently used financial models we have created in the past include:
Our team consists of professionals who have previously worked in highly quantitative roles within investment banking, strategy consulting and private equity. We are highly numerate, and once we have understood your business model, we can quickly transform it into a robust, dynamic and easy-to-use financial model
Since 2012, we have worked with over 1,000 businesses, including startups, SMEs and large enterprises. We have established a respected name for ourselves in the industry and are proud of what we’ve achieved so far. Our clients include Microsoft, Gulf Mexico, Holiday Inn Resorts, Coca-Cola, Bob Marley Estates and the list goes on.
Unlike others, we allocate a dedicated consultant to your project who we believe is the most appropriate for it. Once we receive an initial request for your business plan, we match you to one of our consultants who have the relevant skills and industry expertise to work on your plan. They will collaborate and work with you for the entirety of the project, so you know who you’re working with.
Financial modelling involves taking certain assumptions around the number of units sold in a month, the year-on-year growth, average salaries paid to employees, marketing spends etc. A good financial model will have provisions to enter these inputs. A great financial model is formed off the back of reliable research and assumptions taken based on key players and similar competitors in the industry. And we deliver nothing but the best
If you already have a business plan and pitch deck that you just want reviewed by a fresh pair of eyes, then you’ve come to the right place because we have seen it all. You can now book an intensive one-to-one teardown session with one of our expert Consultants starting at just $300!
The critique session with our consultant will include a review of:
Yes. We handover the working file of the model in Excel over to you with an explanation of how to navigate around the model and how to use it.
We refer to various different sources to look for trends in the industry and your peer group. Some of the sources we look at are FactSet, Statista, PitchBook and IBIS World
Yes, we can. Please refer to our other services to know more
If you have existing transactional data, you can send everything over to your Stellar Consultant and we will incorporate that in for you
