Services | Financial Modelling

Plan your business' journey

Be prepared for your next project with business plans and financial models.

Good planning helps you achieve your ambitions.

If you want to build a valuable business, then you'll need a plan. You're also going to need a plan if you want to raise finance, plan projects or set budgets.

Answer the important questions

Good financial models help you answer those all-important questions:

  • Can we make a profit?
  • What do we need to do to achieve our ambitions?
  • Will we have enough money?
  • What resources will we need?

Can you answer these quickly and confidently? Do you consistently get the same answer?

Raised hands

Increase confidence

Robust financial models are designed to:

  • Reduce the risk of errors
  • Highlight problems

This gives you confidence that your plans won't be torn to shreds by potential investors, or that the bank manager won't find a glaring arithmetic mistake.

Get funding

Get the funding your business needs to succeed. Funders and investors will want to see a forecast.

Increase your chances of securing funding with a professional and well thought out financial model.

  • Give investors confidence in your business
  • Answer their questions before they ask them
business funding

How we can help

We have experience of building plans for many different business models. We've been asked to train others on how to build professional financial models.

process step 1meeting

You tell us about your business or idea

We'll talk with you and find out what it is you're trying to achieve. This is vital to then build a plan around the desired results.

process step 2technical analysis

We'll identify your business drivers

We'll find the the key assumptions that will drive your plans.

process step 3spreadsheet

We'll build a robust financial model

We'll prepare a financial model in Microsoft Excel that represents your project or business.

process step 4forecast

We'll work with you to prepare different scenarios

We'll sit with you to fine-tune the assumptions that drive your financial model. We'll explore what happens when we change these assumptions.

process step 5training

We'll train your team

We'll train your team to amend assumptions, update actual results or integrate the financial model into your existing workflow.

process step 6ongoing support

We make sure you have support

We'll make sure you have all the ongoing support you need to succeed.

Ready to get started?

Talk to us to find out how we could help your business.

Examples of our clients' successes


Connect with Middlestone today

We work exclusively with SME business owners and managers who want to create blissfully efficient businesses. We can help you achieve just that, put us to the test!

Is this not what you're looking for?

If you wanted a one-off business improvement project to save you time, reduce stress in your business and ultimately build a smarter business, then see our process improvement service.