Financial modelling

Baker Tilly has developed a top class financial modelling offering, helping our clients with cash flow forecasting, investment appraisals and evaluating complex business decisions.

Financial modelling does what it says on the tin: it is about modelling (or simulating) the financial impact of business decisions, from basic cash flow forecasting, through acquisitions and divestments, to capital investment appraisals and decisions on capital structure and fund raising.

Our financial modelling team consists of accountants, former bankers and commercial analysts, bringing a breadth of experience and outlooks to bear. We see modelling as a service not a product, and high client satisfaction and repeat business is testimony to that.

Financial models play a crucial role in communicating with a business’s stakeholders. A good model exhibits:

• Clarity: crisp and relevant analysis of financial performance and key performance indicators
• Robustness: transparent and logically sound model that properly reflects business fundamentals
• Adaptability: flexible and upgradable to cope smoothly and rapidly with evolving business needs.

Baker Tilly can help in a number of ways. Our core expertise is in building bespoke and flexible financial models. We combine best practice techniques and tools to mitigate risk, with commercial acumen and a dash of flair to provide fit for purpose modelling solutions.

In addition, we help our clients and their stakeholders to review and evaluate models, providing assurance that a given model operates as expected. An extension of this service line is our work in the forensic field, helping decode complex financial modelling cases for the courts.

Finally, we can also provide tailored coaching and training support to assist clients to augment their in-house modelling capability.

Recent publications

• Financial modelling deal review
  This review showcases some recent assignments and you can see
  what our clients have to say about our talented people and how we
  added value in each of their transactions through the financial
  modelling process.