Financial modelling consultant for critical decisions
Senior financial modelling consultants supporting critical business decisions
We believe financial models exist to support decisions, not to impress with complexity. PPS is a specialist financial modelling consultancy supporting leaders, investors, lenders, and advisers when decisions shape the future of a business.
Clients engage us when financial models are relied upon in high-stakes situations in which capital is being committed, structures are being set, or long-term plans are being locked in. These are decisions where getting the detail right creates real value, and well-structured assumptions give investors, lenders, and boards clarity.
In practice, this most often arises around transaction and M&A modelling, refinancing and restructuring analysis, investment decision support, operational forecasting, and project finance modelling.
What is financial modelling?
At its simplest, financial modelling explores how a business or project may perform under different future scenarios.
In practical terms, models are designed to create clarity around decisions, enabling teams to test assumptions, explore trade-offs, and understand how outcomes evolve as plans are refined in the real world. The value lies beyond the model itself, primarily in the preparation it creates — helping leaders understand the choices they are making, anticipate where plans may diverge from expectations, and respond effectively when conditions change.
Financial modelling consulting services
Our financial modelling consulting services support situations where forecasts must stand up to challenge and decisions depend on clear, well-tested assumptions. This brings clarity around what drives outcomes, where plans are sensitive, and which risks genuinely deserve attention.
Effective modelling starts with choosing the right level of detail. Our experience lies in knowing where additional analysis sharpens insight — and where it simply adds noise. That judgement comes from working repeatedly with senior teams, investors, and boards — focusing modelling effort on the questions that influence decisions, rather than producing complexity for its own sake.
The service areas below represent the core financial modelling advisory services we provide, outlining the situations we support clients through.
Fundraising and investment decisions shape expectations, future flexibility, and long-term value.
We use modelling in this context to help teams understand how growth plans translate into value, which assumptions matter, and how resilient the business remains if performance deviates from plan. This work often supports capital raise financial modelling for equity and debt processes, allowing leaders to engage investors with grounded expectations and confidence in the decisions being made.
Transactions are rarely modelled in isolation. We see them alongside strategic ambition, diligence findings, and negotiation dynamics, often under time pressure. Through M&A financial modelling and deal modelling, we help teams assess acquisition scenarios, synergies, and integration impacts, building a clear view of where value is created, where risk sits, and whether downside exposure is appropriate in the context of long-term returns.
Strategic planning is ultimately about choice. We support leaders as they decide where to invest, how fast to grow, and how much risk the organisation can absorb. Through strategic financial modelling, we compare scenarios and test trade-offs, helping teams understand constraints and assess resilience under different operating conditions. The result is confident planning grounded in clear assumptions and robust analysis. The benefit is clear alignment around priorities, fewer surprises as plans unfold, and the ability to explain and stand behind decisions as conditions change.
Financing decisions shape a business long after a transaction completes.
We apply modelling solutions across refinancing and ongoing lender reporting to focus on sustainability, helping teams understand cash generation, pressure points, and downside scenarios before they become issues. This supports constructive dialogue with lenders and helps management maintain flexibility and credibility as conditions evolve.
Project finance decisions are long-dated, capital-intensive, and difficult to reverse.
We use project finance modelling to assess long-term cash flow sustainability, funding structures, downside resilience, and risk allocation, helping teams understand how projects perform as conditions evolve. This supports investment and financing decisions with a clear view of where value is created and where it requires careful management.
During diligence, maintaining focus is critical. Time can be lost defending analysis instead of evaluating the opportunity.
We provide modelling support that brings clarity and structure, reducing execution risk and allowing teams to concentrate on commercial judgement rather than avoidable uncertainty in the numbers.
At board and executive level, we focus on bringing clarity and perspective to complex information, helping leaders identify what matters most and move forward with confidence.
We design models and outputs to clarify performance, highlight risks, and frame options, enabling decisions around growth, resilience, and long-term value creation without unnecessary complexity.
Where new analysis is required, this typically involves a model build tailored to the decision at hand.
Our approach to financial modelling advisory
Our approach to financial modelling advisory is shaped by how decisions are actually made under pressure. They involve discussion, challenge, and the need to balance opportunity with risk.
Key areas of emphasis include:
Making key value drivers and trade-offs explicit
Understanding downside exposure as well as upside potential
Supporting decisions that remain sound under adverse scenariosWe shape each engagement around the client’s situation and the level of support required. This can include building new analysis, reviewing existing work, or providing dedicated financial modelling support on a defined basis when additional capacity is needed. Grounded in experience and applied with focus, our financial modelling supports confident decisions in complex situations, resulting in clearer priorities and better decisions when it matters most.
Examples of recent financial modelling work
Recent engagements include:
- Helping management teams decide whether to proceed with acquisitions or walk away, when headline valuations looked attractive but downside scenarios raised concerns
- Working with private equity teams to sense-check bolt-on strategies across portfolios, ensuring incremental deals stacked up collectively, as well as individually
- Supporting project finance and refinancing decisions in tighter markets, where funding terms required careful structuring and assumptions benefited from thorough stress-testing
This expertise is delivered through our financial modelling services, tailored to the level of support required and the decisions being made, with a selection of these engagements outlined in our case studies.