Financial model
For a decision that needs a clear financial view.
- Business-specific operating drivers
- Connected financial forecast
- Agreed scenarios and decision metrics
- Editable workbook and walkthrough
PRICING & PACKAGES
Choose the materials your next step needs. I shape the work around your business, then agree the deliverables, timeline and fee with you before starting.
PROJECTS START AT
$2,500USD / per projectThe final fee reflects the complexity, research and deliverables in your agreed scope.
Tell me what you need01 / SHAPE THE DELIVERABLES
Custom projects start at $2,500 USD. Each scope and combined package is quoted around the work it requires.
For a decision that needs a clear financial view.
For a launch, funding application or operating plan.
For investor conversations and a connected funding story.
For a project that needs all three perspectives.
A standalone business plan or pitch deck can also be scoped around the materials and financial information you already have.
UNDERSTAND THE STARTING PRICE
Custom projects start at $2,500 USD. The amount of research, business complexity and deliverables determine the final quote. These are the scope differences I work through with you before pricing your project.
| What changes the work | A focused scope | A broader scope |
|---|---|---|
| Business structure | One business with a defined offer, audience and operating plan. | Several entities, locations, product lines or different revenue models. |
| Starting information | Organized source information and assumptions that can be reviewed together. | Financial data to reconstruct, material gaps to research or several sources to reconcile. |
| The deliverables | One financial model, written plan or presentation with a clear purpose. | A connected model, plan and deck, or additional versions for different audiences. |
| Analytical detail | Defined operating drivers, reporting views and the scenarios relevant to the decision. | Additional cohort, location, product, financing or scenario schedules. |
| Content and presentation | A defined narrative and document format using the available source material. | More research, custom graphics, supporting schedules or alternative presentation formats. |
ONE PRODUCT OR A COMBINED PROJECT
If you already have reliable financials and need a presentation, the brief can focus on the deck. If the numbers still need to be developed, a model can provide the foundation for the plan or presentation.
A MORE USEFUL FIRST QUOTE
Identify the business, who will use the document, what information already exists and when you need it. The short brief starts that conversation; detailed files can follow once the scope is understood.
02 / WHAT SHAPES THE PRICE
A single-location business and a multi-entity operating model can need different levels of research, detail and review.
03 / BEFORE WORK BEGINS
The proposal is the shared reference for the project.
The files, scope of research, forecast detail and presentation formats included in the project.
The inputs, milestones, review checkpoints and responsibilities needed to keep the work moving.
The agreed project fee, payment schedule, timing and how changes to the scope will be handled.
A FEW PRACTICAL DETAILS
LET’S MAKE THE NEXT MOVE CLEARER
Three quick questions. Then choose a time to talk with Henry.