Articles

Why a good financial model cannot cost $250–$600

What actually goes into the cost of a financial model and what you really get for a "turnkey model" at bargain prices.

Template vs. custom financial model: which to choose

When a template can be useful, why it doesn't replace a custom model, and which option to choose for a bank, investor, or internal planning.

What's included in custom financial model development

A detailed breakdown of all stages: from initial project review to delivery of the finished model and structure explanation.

What financial model does an investor need

What an investor wants to see in a model, which scenarios to show, how to correctly present risks and returns.

How to know if a project will pay off before investing

What data is needed to assess payback, how to calculate the break-even point, and how to stress-test on a pessimistic scenario.

10 mistakes when ordering a financial model

Common client mistakes: from lack of purpose to using a model as a presentation instead of a decision-making tool.

How custom financial model development works

From inquiry to delivery: what happens at each stage, what the client receives at the end.

Financial model for a bank, investor, and owner: what's the difference

Why you can't make one model for everyone and how bank, investor, and owner requirements differ.

Why a financial model without industry logic is useless

How industry affects revenue, expenses, and CAPEX. Examples: clinic, restaurant, manufacturing, hotel.

What data is needed to build a financial model

A complete list of source data and what to do if exact figures aren't available yet.