With new challenges and opportunities, financial business models are quickly reshaping. Our global team of business strategists, technologists and industry leaders focuses on delivering more collaborative and frictionless insight-driven and technology-enabled services while navigating the evolving risk and regulatory landscape. To tackle the delicate balance of issues, we bring fresh thinking and practical execution across all sectors including: asset and wealth management, banking and capital markets, insurance and private equity.
List of Business Modeling which we offer
This model forecasts a company’s income statement, balance sheet and cash flow statement, all being dynamically linked with formulas in Excel. The objective is to explore the company’s performance under a variety of different assumptions and visualizing company’s operating, investing and financing decisions.
Based on the 3 statement model, Discounted cash flow (DCF) is used in equity research as well as other capital market fields. DCF estimates the value of an investment based on its future cash flows using a discount rate. It attempts to figure out the value of a company today, based on projections of how much revenue it will generate in the future.
This advanced model is used to evaluate the pro forma accretion/dilution of a merger or acquisition. basically, A merger is the “combination” of two companies, under a mutual agreement, to form a consolidated entity. An acquisition occurs when one company proposes to offer cash or its shares to acquire another company. The model is most commonly used in investment banking and/or corporate development.
An initial public offering (IPO) is the process that transforms a privately-owned enterprise into a public company whose shares are traded on a stock exchange. When a company goes public, it is owned by the shareholders who purchase its stock.
A leveraged buyout (LBO) is the acquisition of another company using a significant amount of borrowed money to meet the cost of acquisition. The assets of the company being acquired are often used as collateral for the loans, along with the assets of the acquiring company.
The sum-of-the-parts valuation (SOTP) is a process of valuing a company by determining what its aggregate divisions would be worth if they were spun off or acquired by another company. The valuation provides a range of values for a company’s equity by aggregating the standalone value of each of its business units and arriving at a single total enterprise value (TEV).
A Consolidation Model is constructed by combining the financial results of multiple business units into one single model. Typically, the first worksheet of the model is a summary or consolidation view that shows the highest-level figures (monthly and yearly revenues, profits, costs, productivity rate, etc.) in the form of tables, graphs or charts.
The process of budget creation, called budget modeling, consists of management estimation of future costs and revenues. This model is usually itemized and is a fluid document that is updated as more information is known about the budget period.
Forecasting is a technique that uses historical data as inputs to make informed estimates that are predictive in determining the direction of future trends. Businesses utilize forecasting to determine how to allocate their budgets or plan for anticipated expenses for an upcoming period of time.