Advanced Financial Plan

1,600

Financial projections for companies at all stages.

Additional options available for the financial plan, valuation & report.

VIEW SERVICE DESCRIPTION

Project Start (with today’s order and payment): 27.10.2021
First Draft Delivery: 04.11.2021
Consulting & Reviews until: 18.11.2021

Products sold to date: 33

1 in stock

Advanced type of financial plan

Add-Ons for Financial Plan

Valuation

Report

Project Options

Description

 

ADVANCED FINANCIAL PLAN

The financial plan can be purchased by startup companies with no revenue or past financials, by revenue-generating startups or SMEs.

The financial plan includes:

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

The financial plan is on a monthly basis (including year-end totals as well) as it is meant specifically for fast-growing companies in the process of raising funds.

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

The financial plan includes some research, but detailed research, feasibility and analysis can be purchase with the add-on feasibility analyses.

Advanced 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 . You can also enter your information 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.

DELIVERY: 9 Days from the submission of information, estimated for 04.11.2021 . Reviews & Consulting for 2 additional Weeks until 18.11.2021.

The project order and delivery will be as follows:

Advanced Financial Plan Valithea Advisory

 

Advanced Financial Plan Valithea Advisory

Additionally, there is the possibility to lock the excel model before submitting it to third parties, and have it carry our Stamp of Approval, by adding a page where our methods are explained. In this case, the financial model, assumptions and figures will be submitted according to our final view and analysis, without the possibility to perform or ask for changes to this locked version, as we assume the responsibility for its content and therefore it should be subject to our expertise. This enables you to present the figures to investors as having been reviewed by a neutral third-party.

You will still have your separate unlocked version, where you can perform all changes as needed.

One version will be submitted for each Stamp of Approval.

Delivery: 1 Additional Day

 

** 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 financials with multiple business lines or multiple companies. In this case, select the add-on. **

** The yearly-only financial plan is also available, however it is not recommended as it cannot precisely measure liquidity. The year-only financial plan is recommended for exit valuations. **

 

Advanced Financial Plan Valithea Advisory

VALUATION

Only available when purchasing our financial plan.

The valuation is carried out by a Certified Valuation Analyst (NACVA/ EACVA) using both intentionally accepted methods, locally accepted methods, and stage-specific adaptation of these methods (including new approaches). Being specialised in early-stage financial transactions, we have developed methods specific to these types of companies and transactions:

  • The growth-stage valuation will include in-depth market analysis and the use of 2-3 recognised valuation approaches and relevant sub-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 Rule of Thumb methods (exit, VC valuation methods, seed stage methods, replacement method, market approach). It will include ROI, Investment Breakeven and a Valuation summary.

Advanced Financial Plan Valithea Advisory

VIEW THE PORTFOLIO for the document sample.

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

DELIVERY: 3 additional days for first-draft delivery (from the submission of information), estimated for 07.11.2021. Reviews & Consulting for 2 Weeks from the First Draft Delivery date until 21.11.2021

 

Advanced Financial Plan Valithea Advisory

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 20-25 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 Weeks of reviews & consulting.

Advanced Financial Plan Valithea Advisory

VIEW THE PORTFOLIO for the document sample.

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

DELIVERY: 6 days for first-draft delivery from the submission of information, and after the preparation of the financial plan and valuation, estimated for 13.11.2021. Reviews & Consulting for 2 Weeks from the First Draft Delivery date until 26.11.2021

 

Advanced Financial Plan Valithea Advisory

409A

For US Companies that are required to comply with IRS 409a regulations. A 409A is an independent appraisal of the fair market value of a private company’s common stock, or the stock reserved for founders and employees. This is required for private companies that wish to issue equity and stock options, unless the company can submit a valuation deemed ‘reasonable’ by the IRS.

The 409a Appraisal Report will include all the sections present in the Calculation Engagement Report, in addition to details related to the engagement, my qualifications (including NACVA), the theory behind the valuation methods used and information related to the allocation of shares.

This will be a Certified Report. Please get in contact to purchase the report.

DELIVERY: 8 days for first-draft delivery from the submission of information, and after the preparation of the financial plan and valuation, estimated for 15.11.2021. Reviews & Consulting for 2 Weeks from the First Draft Delivery date until 01.12.2021

Advanced Financial Plan Valithea Advisory

VALUATION ENGAGEMENT

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

Please get in contact to purchase the report.

 

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