What Can You Expect from PKF’s Financial Modeling Service? PKF’s Financial Modeling Service involves creating and analyzing detailed financial models for businesses. We provide the expertise, tools, and resources needed to develop models that can support financial management, strategic planning, and business decision-making.
Our collaboration in financial process modeling includes several key stages.
Step 1 Analyzing Requirements and Financial Modeling Goals We begin by thoroughly understanding the client’s goals and needs . These could include forecasting future financial performance, assessing the profitability of new projects, preparing for mergers and acquisitions (business plans), or optimizing working capital.
Simultaneously, we gain a deep understanding of the client’s business operations.
Together, we define the scope of the service , which may cover specific financial areas such as revenue forecasting, cost management, cash flow analysis, or business valuation.
Step 2 Collecting Data for Analysis We gather essential data by discussing key assumptions regarding the modeled scenario with the client. We also analyze the company’s historical data , such as financial statements, balance sheets, income statements, and cash flow reports. Additionally, we incorporate market and industry data to better understand the company’s market position and the business environment.
Step 3 Developing the Financial Model We design the structure of the financial model , which may include balance sheets, income statements, and cash flow reports. For this structure, we define key model assumptions, such as revenue growth rates, operating costs, interest rates, inflation, and other economic factors. We also create various “what-if” scenarios to examine how different variables could impact financial outcomes. Sensitivity analyses are also prepared to evaluate the impact of changes in key assumptions.
Step 4 Validating and Testing the Financial Model We review and test the developed financial model to ensure accuracy and consistency. During this phase, we compare projections with historical results and make adjustments where necessary to ensure the model aligns with the company’s financial realities.
Step 5 Presenting Results and Providing Recommendations We prepare a report that includes the results of the model analysis, key findings, and recommendations on financial and operational strategies. The results are presented in a way that facilitates better understanding and interpretation. Recommendations may include suggestions for cost optimization, working capital management, investment strategies, or risk management.
Step 6 Supporting Implementation of Recommendations At the client’s request, we offer advisory support during the implementation of recommendations derived from the financial model. If necessary, we also provide training for company employees to ensure they have the skills to utilize and update the model effectively.
Who Benefits from PKF's Financial Modeling Services? Our financial modeling service is targeted at business owners, corporate boards, and key managerial teams looking to improve financial management and make informed business decisions. It is especially valuable for:
large corporations with complex financial and operational structures that require advanced tools for analysis and forecasting,small and medium-sized enterprises aiming to plan and manage growth, assess project profitability, and prepare realistic budgets,startups and new businesses that benefit from financial modeling for business plans, profitability assessments, and scenario planning,companies undergoing structural changes , such as financial or operational restructuring or ownership changes - they may use financial models to understand the consequences of different actions and choose the best strategies,real estate companies , including developers and investors, can utilize financial modeling to analyze project profitability, plan financing, and manage risks,technology companies , particularly those with significant capital needs, can plan product development, market expansion, and investment strategies using financial modeling.What Do You Gain from Financial Modeling with PKF PKF? Our financial modeling service at PKF provides comprehensive support for effective financial management and strategic planning. By working with us, you gain:
accurate and reliable financial models , utilizing the latest methods and industry best practices,independent financial assessment , free from internal influences, helping you get a clearer picture of your financial situation and make better decisions,time and resource savings - while PKF specialists handle the creation and analysis of financial models, you can focus on core business activities and this accelerates the financial analysis process and optimizes the use of internal resources,better risk management through the identification and analysis of various financial risks, helping you develop risk management strategies and minimize potential negative effects, improved cash flow and resource efficiency , by better managing inventory, receivables, and liabilities,enhanced credibility with investors and creditors , facilitating easier access to financing and better negotiation terms.Want to learn more about the service and cooperation opportunities? Contact us by filling out the form
