Best-practice financial modelling

We build, manage, and review Excel financial models that are unique to your business requirements.

You’ll find that all of our financial modelling consultants are also qualified accountants with proven financial modelling experience.

We also provide beginner to advanced financial modelling courses.

Our services

What business requirements can our financial models support?

We have successfully built, overlaid, and reviewed many financial models for a broad range of business requirements, including:

  • Long-term planning
  • Strategic planning
  • Integrated Financial Statements
  • Budgeting and forecasting
  • Cash-flow forecasting
  • Working capital management
  • Data consolidation
  • Portfolio analysis
  • Excel spreadsheet optimisation (application of best practices)
  • Project finance modelling
  • Investment appraisal
  • Tax modelling
  • Price/cost modelling
  • Business valuations
  • Fundraising
  • Restructuring
  • Refinancing
  • Purchase and sale – MBOs & LBOs

We have industry experience that spans hospitality, engineering, professional services, retail, healthcare, education, travel, private equity, real estate, entertainment, housing, logistics, treasury, rail, and utilities.

How we have helped our clients

  • Challenge

    The client required a financial model to support fundraising efforts.


    We designed and built a business planning financial model in Microsoft Excel that included a five-year forecast.


    The client was able to present financial data in an acceptable format for investors to assess. The model is now used as an operating model and the client returns regularly to us to develop the model in line with business expansion.

  • Challenge

    The client required a new financial model to streamline their long-term planning and overlay new growth.


    We rebuilt an existing integrated financial statement budget model – cutting the model size by 80%.


    Through our work, the client was able to benefit from a best-in-class financial model which is transparent and easy to use – freeing up internal resources.

  • Challenge

    The client was going through a major disposal and required modelling support to understand future operational income scenarios.


    We developed and operated a group-wide long-term planning model during a multi-billion pound disposal, subsequent capital restructure, and review of the remaining business.


    The client was able to cut reporting times significantly and answer complex questions from private equity investors as a result of financial modelling.

  • Challenge

    The client needed support with the acquisition as well as further development of management reporting pack of a Nursery group.


    We built a detailed financing module with the detailed nursery by nursery forecasts, ensuring compliance with a variety of loan covenants and detailed insight into group performance.


    The refinancing was approved by the lender resulting in a successful acquisition by the buyers who continue using the model for reporting purposes.

The PPS financial modelling process

PPS process graphic

Get in touch with us

George Pavlovic ACA
Director, Financial Modelling
Aleksandra Pavlovic ACCA
Director, Financial Modelling


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