Planning business growth?
If you’re planning organic growth, private equity investment or an M&A transaction, outdated financial models can create costly challenges such as inaccurate forecasting and time-consuming manual updates.
These limitations are often revealed at the point of trying to secure funding and preparing for a transaction. We provide bespoke, expert-built models that address these gaps by integrating live data and precise scenario planning.
Let us help you map out your businesses financial future
Our process
We work through a three-phase process.
Financial Data Health Check
Do you have recurring pain points in your financial reporting process?
We’ll carry out a detailed review and produce a report to show you exactly which areas need to be addressed to optimise your process.
You’ll get clarity on how you can automate processes, increase accuracy, and speed up your reporting time.
Dynamic Financial model build
Is your model giving you what you need, when you need it?
We’ll deliver a high-quality, custom-built model to prepare you for growth, M&A and investment.
Our models leverage the latest technology and automation tools to seamlessly integrate live data sources.
This enables real-time updates and easy scenario amends for accurate insights; giving you that extra level of confidence in your decisions.
Strategic financial retainer
Once you have a financial model that meets your business needs and accurately forecasts your growth potential, we provide monthly support to keep you on track and have peace of mind that you’re making informed decisions for long term business success.
We can make updates to your financial model each month based on your business trajectory, report on finances, sit in on board meetings, and ensure you track KPIs in line with strategic objectives.
Our tried & tested process has led to...
Ready for a financial model that’s fit for your growth plans?
Book a 15-min consultation
Get tailored advice on how to fix your model and mitigate risk.
SEE THE PROCESS
How to create a growth-ready financial model and automate your reporting process
Let's talk
We’d love to hear from you and learn more about you and your business.
Why SJ Finance?
We’re perfectly positioned to set your business up for growth and M&A to get the best investment outcomes. Here are some of the key reasons our clients choose us:
- Specialists in professional services businesses
We have a strong background working in the c-suite of multi-entity professional services businesses – this means we’re well versed in the specific challenges you face when preparing for growth, private equity, or M&A deals. - Proven track record
With over 12 years’ experience and 50+ model builds under our belt, we’ve got the track record for supporting companies with achieving their growth plans. Not to mention the fact that our financial models routinely secure funding for clients in the range of £5m–£75m – giving you the best possible foundation needed for growth. - Tailored solutions for lasting impact
Our financial models aren’t just transaction-focused; they’re future-proof, easy to update, and adaptable to your ongoing business needs. This means you get a tool that not only performs today, but it grows with you and delivers value for years to come. - Utilising the latest technology
Most financial models are outdated; they’re slow to load, riddled with errors, and take weeks to report on your previous month’s figures. In contrast, we use cutting-edge technology by combining Excel, automation tools, and Power Query. Our models load quickly, integrate live data, and reduce manual reporting time by 75% compared to standard models. - Dedicated long-term support
We don’t just hand off a model and disappear once a project is complete. Our after-care service involves maintaining and updating the model as your business evolves, providing support to further mitigate risk and ensure you have the specialist expertise to make informed investment decisions.
