Financial modeling and business planning

When entering new markets, establishing new companies and business units, or defining a strategic plan, it is wrong to rely only on intuition and incomplete information. We create financial models from scratch and also conduct an examination of client models with subsequent refinement.

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When does a company need a reliable financial model?

– The management plans to enter the Russian and CIS markets by opening a subsidiary or representative office.
– An assessment of capital investment and return on capital is required.
– The company needs a new budget or an update of the old budget.
– An M&A deal is planned.
– It is necessary to determine a long-term strategy for the company.
– There is a fork in the management decisions; an assessment of the financial consequences of implementing the scenarios is required.
– Management wants to get an independent assessment of the business.

Building an automated dynamic financial model

1. Turnkey preparation*:

– We will create a financial model ourselves, which you can use to implement your intended plans.
– We will provide instructions on how to use the model.
– We will conduct training for key employees.

2. Automation for your use, training:

– We will create a financial model together with the client’s key employees
– We will conduct employee training during the process.
– We will provide instructions for use.
– We will provide support during the first year of using the model.

* The stage of exchange of initial data is conducted jointly with the client

Advantages of working with swilar

If the service is provided on turnkey basis

We will fully take on all the problems of initial setup, updating and changing the transformation rules, coordination with the parent company.

When passing external audits

Important differences of the models developed by swilar specialists are clear interface for entering initial data, transparency and at the same time protection from unintentional misstatements and excellent visualization of results.