Quotation-based projects. An enquiry starts a conversation, not a paid engagement.
Start with the decision. Build the model around it.
A free calculator can answer a focused question. A custom model connects the questions: how sales translate into contribution, when cash is collected, which costs change with growth, and where your assumptions could break down.
Projects are scoped for specialist-led delivery with human review. The analyst, reviewer, approach and deliverables will be confirmed in your proposal. No automated recommendation or financial outcome is promised.
CUSTOM STARTS WITH DISCOVERY
A clear scope before a custom solution.
Start with a discovery call to discuss the decision, available data and rules your business uses. We identify the modelling and technical expertise needed, then confirm who will deliver and review the work in your proposal.
For complex projects, a paid discovery phase may produce a data assessment, specification and acceptance criteria before implementation is quoted. Any discovery fee is agreed in advance.
Implementation is priced separately from recurring hosting, connector maintenance or review support. A one-off model does not automatically require a subscription. Self-service subscriptions do not include unlimited bespoke development.
Assess how your files and systems could support a repeatable business review, then define a practical implementation scope.
Typical deliverables
A source map, field definitions, data-quality checks, proposed workflow and acceptance criteria. Connector development follows a separate agreed proposal.
Useful when
Combining revenue and costs from spreadsheets, accounting, billing or CRM systems. No universal connector or live access is promised at enquiry stage.
Financial valuation models using DCF and comparable-company approaches where appropriate to the business, evidence and purpose.
Typical deliverables
A valuation model and report, documented sources and assumptions, sensitivity analysis and limitations. Method and suitability are agreed during scoping.
Useful when
Understanding a range of indicative business values for an internal planning or transaction discussion. Not a guarantee of a transaction price.
Project budgets, cash flow forecasts and financial feasibility models supporting grant applications.
Typical deliverables
An agreed financial model and supporting schedules matched to the specific call documentation supplied and checked during discovery.
Useful when
Preparing financial documentation for programmes such as NFOŚiGW, KPO or CUPT, subject to the current requirements of the relevant call. No affiliation, endorsement or award guarantee is implied.
History, assumptions and forecasts. Clearly separated.
Initial projects use one-time datasets and client assumptions. After scope and confidentiality are agreed, sources may include Excel or CSV exports, historical sales, financial statements, cost breakdowns and business plans. Live integrations require separate technical discovery and an agreed implementation scope.
Historical inputs
Record source, period and reconciliation status. A supplied figure is not described as verified until the agreed checks have been completed.
Client assumptions
Document ownership, rationale, date and uncertainty for conversion, pricing, costs, seasonality and other drivers.
Forecasts and limitations
Show modelled outcomes separately from historical results. Explain sensitivities, exclusions and the conditions under which the model should be revisited.
FROM THE FIRST QUESTION TO A USEFUL DELIVERABLE
A clear process, agreed before work starts.
01New enquiry
02Internal qualification
03Discovery call
04Data requirements assessment
05Proposal and quotation
06Client acceptance
07Secure data collection
08Financial modelling and analysis
09Quality review, with independent review where agreed
10Delivery and optional follow-up support
Scope, timeline, fees, revisions, data handling and the appropriate review process are agreed before acceptance. Secure data collection happens afterwards through an agreed channel. Please do not send financial documents through the public enquiry form.
CHOOSE THE SUPPORT YOU NEED
Free tools and specialist support.
Use the free calculators for focused questions. For a financial model, a bespoke calculator or a data workflow, start with an enquiry. Scope, fees and any ongoing support are agreed separately after discovery.
A short, non-confidential description of the decision you need to make, the kind of business involved and any relevant timing. A budget range is optional and helps with scoping; it is not a quoted price.
Will you need access to our systems?
No credentials or confidential files are needed in the enquiry. Discovery establishes whether an export is enough or a connection is justified. Secure transfer, access and retention are agreed before data collection.
Is AI involved?
AI may assist an analyst only under agreed data-handling rules. Enquiry information is not automatically sent to an AI system. Consequential calculations and recommendations require human verification and appropriate quality review before delivery.
Is this investment, audit or tax advice?
The offering is business planning and analysis. It does not include regulated investment advice, statutory audit, certified accounting services or tax representation. Any regulated work requires separately confirmed qualifications and an appropriate engagement.