Financial Analysis & Advisory

Financial Modelling built around the decision you need to understand.

A useful financial model does more than project numbers. It connects assumptions, operating drivers, cash requirements and alternative scenarios so management can understand the financial consequences of a decision before acting on it.

A forecast is only as useful as the questions behind it

The decision may be clear. Its financial consequences may not be.

Accounting helps you understand what happened. A financial model helps you explore what could happen next.

  1. Revenue growth looks attractive — but what happens to cash?

    Higher sales can require more inventory, receivables, people or operating capacity before cash is collected.

  2. Expansion requires investment before the benefit arrives

    Management needs to understand capex, operating costs, ramp-up assumptions and the cash required along the way.

  3. One forecast hides too much uncertainty

    A single set of numbers may not show what happens if sales are slower, margins change or costs rise.

  4. Funding needs are often consequences of operating assumptions

    The amount and timing of financing required can change materially when working capital, growth or investment assumptions change.

  5. Profitability does not always mean liquidity

    A decision can improve projected profit while still creating pressure on cash.

  6. Management assumptions may exist — but not in one connected view

    The value of the model is in showing how those assumptions interact.

A financial model should make the assumptions visible and the consequences easier to examine.

Decisions that benefit from a model

Financial Modelling may help when management is considering:

  • Business expansion

    How would a new location, capacity increase or expansion plan affect revenue, cost, working capital and cash?

  • Growth planning

    What financial requirements follow different growth assumptions?

  • New product / business economics

    What needs to be true for the economics to work?

  • Cash-flow and funding requirements

    When might additional cash be required, how much and under what assumptions?

  • Budgeting and forecasting

    How could management translate operating assumptions into a connected financial outlook?

  • Feasibility assessment

    What does the financial picture look like under different operating assumptions?

  • Major operating decisions

    How might a significant change in volume, pricing, costs, staffing, capacity or timing affect the business?

The model should follow the decision

There is no reason to build complexity that the decision does not require.

Depending on the agreed scope, the model may incorporate:

Operating drivers

  • Revenue drivers
  • Volumes
  • Pricing
  • Direct costs
  • Margins
  • Operating expenses
  • Staffing assumptions

Investment and working capital

  • Capex
  • Working capital
  • Receivables
  • Payables
  • Inventory

Financial outputs

  • Relevant taxation assumptions
  • Financing assumptions
  • Cash flows
  • Projected financial statements

Decision analysis

  • Scenarios
  • Sensitivity analysis
  • Funding requirements

The model structure, time horizon and outputs are defined around the management question rather than a standard spreadsheet template.

From question to decision

DEFINE STRUCTURE MODEL TEST INTERPRET DECIDE

  1. DEFINE

    What decision is management trying to understand?

  2. STRUCTURE

    Identify the key business drivers, information requirements and assumptions.

  3. MODEL

    Connect the assumptions to the relevant financial relationships and outputs.

  4. TEST

    Run alternative scenarios and sensitivities around the assumptions that matter.

  5. INTERPRET

    Understand what changes, why it changes and where the main cash, funding or profitability implications sit.

  6. DECIDE

    Use the model as one input into the management decision.

A model should not make the decision for management.

It should make the financial consequences easier to understand.

One decision. Different assumptions. Different outcomes.

Change one assumption and the consequences move through the model.

A worked example of the relationships a model makes visible. The words below describe direction, not amounts — a real model is built on the business’s own assumptions.

Revenue growth
Lower
Working capital
Moderate
Capex
Limited
Cash pressure
Lower
Funding requirement
May differ
Revenue growth
Planned
Working capital
Higher
Capex
Planned
Cash pressure
Moderate
Funding requirement
May differ
Revenue growth
Higher
Working capital
Highest
Capex
Accelerated
Cash pressure
Higher
Funding requirement
May differ

How one change travels

  1. Revenue growth changes
  2. Receivables requirement changes
  3. Working capital changes
  4. Cash and funding requirement changes

Decision visibility

The value is not the spreadsheet. It is what management can see through it.

What management should be able to examine

  • Key assumptions

    What needs to be true for the projected outcome to occur?

  • Scenario comparison

    How does the financial picture change under different operating cases?

  • Cash implications

    When does cash become constrained or released?

  • Funding requirement

    What internal or external funding requirement may emerge under the modelled assumptions?

  • Major sensitivities

    Which assumptions have the greatest effect on the result?

  • Timing

    When do major investment, working-capital or financing requirements arise?

  • Decision trade-offs

    Where does a stronger commercial outcome require greater cash, investment or risk?

The model starts with what the business knows

Good modelling requires clear inputs — not perfect certainty.

Management remains responsible for the factual inputs, assumptions and business decisions supplied for modelling.

Where information is uncertain, the model should make that uncertainty visible rather than hide it.

Depending on the assignment, TaxGraph may require:

  • Historical financial statements
  • Management accounts
  • Sales or volume information
  • Pricing assumptions
  • Margins and cost information
  • Operating expense assumptions
  • Payroll/staffing plans
  • Capex plans
  • Working-capital information
  • Financing terms/assumptions
  • Management estimates
  • Implementation timelines
  • Other decision-specific operating information

What the engagement may produce

Outputs should be useful after the model is built.

A model that only its author can operate has limited value. What an engagement produces is agreed against the decision it supports.

Depending on scope:

  1. Financial model

    A structured working model built around the agreed management question.

  2. Assumptions structure

    Clearly identified key assumptions and drivers.

  3. Scenario / sensitivity views

    Alternative cases showing how important changes affect the financial position.

  4. Decision outputs

    Relevant projections and indicators such as cash requirement, profitability, working capital, financing requirement or other agreed measures.

  5. Management walkthrough

    Explanation of the model structure, key assumptions and major outputs.

  6. Summary of key observations

    Where appropriate, a concise summary of major model implications and sensitivities.

    Exact deliverables are agreed before the project begins. Not every assignment requires every output above.

The engagement is normally project-based. Ongoing model updates, reforecasting or maintenance can be separately scoped where required.

Two connected but different requirements

Do you need to model a decision, or manage the financial plan of the business?

A comparison of Financial Modelling and Business Financial Planning across six questions.
Question Financial Modelling Business Financial Planning
Main question What could happen under different assumptions? How should the business plan and monitor its financial direction?
Typical trigger Specific decision / scenario Ongoing budgeting/planning requirement
Focus Model relationships and consequences Budgets, cash planning, forecasts and management planning
Engagement Usually project-based May be periodic / ongoing
Key output Decision-oriented financial model Financial plan / planning framework
Natural connection Can reveal ongoing planning needs May use models for specific decisions

The two often lead into each other.

A decision model frequently surfaces a wider planning requirement, and an ongoing planning process frequently raises a specific decision worth modelling.

Start with the question you need answered now.

If the underlying need is continuing senior finance involvement rather than a specific model or planning cycle, that is a different kind of engagement. Fractional CFO Support

Scope and limitations

A model is a decision tool, not a prediction.

Model outputs depend on the information and assumptions used. Actual results may differ materially from projections, and the model does not replace management judgement.

TaxGraph does not guarantee projected outcomes.

Work outside the agreed modelling scope should be separately identified and scoped.

Not automatically included:

  • Valuation
  • Transaction modelling
  • Investment advisory
  • Fundraising engagements

Before you get in touch

Frequently asked questions

Start with the decision

Tell us what you are trying to understand.

You do not need to arrive with a finished model specification.

Tell us the decision management is considering, the information available and the questions you need the numbers to help answer.

We can then determine what should be modelled and what information will be required.