Is your current model costing you growth?
If your model is showing inaccurate forecasts, it’s difficult for finance leaders to confidently manage liquidity and puts strain on cash flow management. Not only can this cause great stress, but it hinders your growth efforts.
We’re here to empower your business with a transaction-ready financial model that’s accurate, efficient, and built to support your next big move. Set your business up for success with a financial model built to support every stage of growth.
Equip your business with a transaction-ready financial model
We transform outdated, error-prone models into powerful tools that deliver accuracy, flexibility, and real-time insights – perfect for professional services firms pursuing their next phase of growth.
- Built for precision and speed
Say goodbye to manual updates and error-prone calculations. Our models leverage the latest technology by automating data integration and reducing reporting time by up to 75%. - Prepared for due diligence
We create models that withstand due diligence and investor demands, providing a clear picture of profitability, cash flow, and growth potential across clients, services, and departments.
- Customised to your unique needs
With years of expertise in professional services, we understand the growth challenges that come with having a complex business structure. Our models are built to adapt and scale with you, offering lasting value beyond a single transaction.
How it works...
We’ll have an initial consultation to understand your situation, current issues, and if we are able to help. You’ll leave with clarity around the options you have to optimise your financial model to achieve your growth strategy.
Next we’ll conduct a report on your model to determine how data is being used and verify if it is transaction-ready. You’ll gain clear action steps on how to automate manual tasks and mitigate risk associated with your expansion plans.
Following the report, we’ll proceed with the financial model rebuild. This involves drafting, automating, and integrating data into the new model. We’ll also iterate on the model based on your feedback and provide video tutorials on exactly how everything works.
Once both parties are happy with how the model is performing, you have the option to take advantage of our monthly after care service. We’ll provide ongoing support to update your model, ensure KPIs are met, and provide commentary on your financial position.
Working with SJ Finance
Typically, a Financial Model for a single business with £10m t/o would take two to three weeks to complete with an estimated fee in the region of £10,000 to £20,000
A Financial Model for a larger business up to £100m t/o would take around six to eight weeks to complete with an estimated fee in the region of £20,000 – £40,000
Every business is different, price guidelines are provided to give an idea of the timescales and costs involved. Let’s talk about your business to get a bespoke quote.
Our tried & tested process has led to...
How we helped a professional services group secure £75m in funding
Problem:
This client was frequently buying businesses so they needed an accurate reflection of their financial health on a monthly basis. They required a model that was reliable and quick to update so they could forecast assumptions and see the impact of different investment decisions. Their current model was overly complex, didn’t link to live data, lacked prospective acquisitions, and didn’t have the functionality required to easily change the M&A strategy.
Results:
We built a model that could be updated using the previous month’s data in an hour, and new businesses could be integrated into the model in around 10 minutes. The model produces a three statement financial output, covenant compliance reporting, and an investor returns forecast. We presented the model to investors and funders, handled all queries and scenario questions, and successfully helped them secure £75m in funding.
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.
Let's talk
We’d love to hear from you and learn more about you and your business.
