Financial Plan

1,800

Financial projections for companies at all stages

VIEW SERVICE DESCRIPTION

Project Start: 22.07.2019
First Draft Delivery: 28.07.2019
Consulting & Reviews until: 21.08.2019

2 in stock

Valuation & Analysis

Project Options

Description

 

ADVANCED FINANCIAL PLAN

FEATURES: The financial plan can be purchased by startup companies with no revenue or past financials, by revenue-generating startups or SMEs. The financial plan will be adapted to your features and preferences.

The financial plan includes:

  • Editable assumptions page (and scenarios)
  • Market sizing
  • Customers development and acquisition strategy
  • Detailed revenue model
  • Detailed costs (and inventory flows)
  • Personnel development
  • Investments
  • Integrated financials with P&L, balance sheet and monthly/yearly cash flows (and past financials analysis)
  • Estimate of funds to raise
  • Sectors-specific metrics or KPIs
  • Breakeven analysis and financing/ investment metrics
  • Template structured for automatic updates with graphs and table for use in reports with changeable brand colours

During this time, you can set up consulting calls whenever needed HERE

Some Tabs or the Structure of the spreadsheet will be locked, but most of the spreadsheet is fully editable and user-friendly, with an assumptions page that you can change anytime.

Financial Plan Valithea Advisory

VIEW THE PORTFOLIO for the document sample for Startups or for Growth-stage Companies.

INFORMATION: a list of typical information requested is included here . We will start the project with a call to analyse your business model and collect all relevant information. You will then receive a first draft of the project, with possible additional Q&A before delivery. We can review and edit the financial plan as many times as needed until the end of the retainer month.

DELIVERY: 6 Days from the submission of information, estimated for 28.07.2019 . Reviews & Consulting for 1 month from the date of purchase until 21.08.2019al plan as many times as needed until the end of the retainer month.

In this case, the project order and delivery will be as follows:

Financial Plan Valithea Advisory

You can only buy the consulting & reviews retainer at this reduced price when purchasing this financial plan. Alternately, you can purchase the extra document updates, consulting call or ask finance questions.

** Does not include financial plan services for advanced real estate projects, energy efficiency or power plants development, for complex company structures or transactions, for advanced growth-stage financial with multiple business lines or multiple companies. In this case, get in contact for a quote **

Financial Plan Valithea Advisory

VALUATION

FEATURES: The growth-stage valuation will include more in-depth market analysis and the use of 2-3 recognised valuation methods (income approach, market approach, cost approach).

For startups the valuation will include the risk-adjusted financials and 2 valuation methods among: Discounted cash flow valuation, Market-based valuation and stage-relevant methods (exit, VC valuation methods, seed stage methods, replacement method, market-method). It will include ROI, Investment Breakeven, Dilution, Cap Table and a Valuation summary.

It includes 1 month of reviews and consulting.

Financial Plan Valithea Advisory

VIEW THE PORTFOLIO for the document sample.

INFORMATION Request: a list of typical information requested in included here

DELIVERY: 3 additional days for first-draft delivery from the submission of information, and after the preparation of the financial plan, estimated for 31.07.2019. Reviews & Consulting for 1 month from the purchase date until 21.08.2019

Financial Plan Valithea Advisory

VALUATION + VALUATION REPORT

FEATURES: The valuation report or Calculation Engagement Report will also include a Financial Analysis and is delivered only in pdf. The deliverable will be a 15-25 pages long independent and professional report on the company, financials, transaction and valuation, formatted and with analysis suitable for investors. The report already includes 2 months of reviews & consulting.

Financial Plan Valithea Advisory

VIEW THE PORTFOLIO for the document sample.

INFORMATION Request: a list of typical information requested in included here

DELIVERY: 6 additional days for first-draft delivery from the submission of information, and after the preparation of the financial plan, estimated for 03.08.2019. Reviews & Consulting for 1 month from the purchase date until 21.08.2019

Financial Plan Valithea Advisory

FINANCIAL ANALYSIS REPORT

FEATURES: The Financial Analysis Report is delivered in power point and pdf and it illustrates the assumptions and figures of the financial plan in a comprehensive presentation. The deliverable will be a 10-20 pages long presentation on the company, financials, market assumptions and operational plan, formatted and with analysis suitable for investors, meetings or internal planning and monitoring.

The financial analysis report is suitable for those who do not require a Calculation Engagement Report, but rather an internal analysis of the findings of the financial plan (and valuation, if purchased).

DELIVERY: 2 additional days for first-draft delivery from the submission of information, and after the preparation of the financial plan, estimated for 30.07.2019. If a valuation was included in the order, the delivery date will be 02.08.2019. Reviews & Consulting for 1 month from the purchase date until 21.08.2019

Financial Plan Valithea Advisory

Financial Plan Valithea Advisory

 

For high-level transactions, ownership issues and formal acquisitions, or simply when you require a highly detailed valuation for negotiations, you can purchase a Valuation Engagement. It is displayed here for reference, but please get in contact for additional information so that we can analyse the circumstances, as a separate online contract will accompany the engagement in any case. Additional information about the type of valuation reports available can be found here. The valuation will include, in addition to all the financial plan and valuation options displayed above, the following:

  • A detailed beta calculation with raw data and statistical reliability
  • A detailed discount rate calculation on a yearly basis
  • A detailed debt analysis and separate discounting
  • The analysis of all financial statement positions
  • Additional document requests
  • A more detailed market analysis
  • The analysis of tax matters
  • A detailed calculation of the terminal value
  • An extended market approach valuation
  • The display of different income methods options
  • The use of a 3rd valuation method
  • The adjustment of the financials and valuation for the specific transaction
  • The more detailed calculation of synergies (if relevant)
  • The use of locally accepted and prevalent valuation methods
  • A report of 40-50 pages with valuation theory explanations