We believe an organization’s financial goals should be seamlessly aligned with its overarching strategic objectives. Moreover, we advocate for all commercial and financial decisions to undergo thorough scenario analysis to fully comprehend the proforma financial implications of these key decisions.
To this end, we build driver-based, fully-integrated 3-statement forecast models tailored for various audiences and purposes. These models serve a broad spectrum of needs, including—board presentations, management briefings, street guidance, creditors assessments, ratings agencies evaluations, investor communications, IPO/SPAC preparations, private capital raising, M&A and divestiture transactions, operating model refinements, and strategic planning.
We assist our clients in developing comprehensive financial models to forecast the future financial performance of the target company or the combined entity post-transaction. These models encompass projections of revenue, expenses, cash flow, and key financial metrics to evaluate the potential impact of the transaction on the organization's financial position.
Additionally, we provide pricing and valuation analyses to determine the fair value of the target company or assets involved in the transaction.
Make informed investment decisions with our strategic investment analysis services. We evaluate the target company or assets, assess potential risks, and provide recommendations based on thorough financial modeling and analysis. Our insights enable you to pursue investments that not only align with your strategic objectives but also hold the greatest potential for returns.
Our FP&A services are dedicated to delivering deep financial insights, strategic planning and rigorous analysis, empowering finance leaders to make well-informed decisions that drive business performance.
Drive superior business performance with our advisory services, aligning financial performance with strategic goals through the use of performance metrics and KPIs to monitor and improve business outcomes. Enhance performance further by leveraging technology to reduce complexity and automate key processes.
Augment your current workforce or their capabilities with SFA’s advisors to address specific needs and overcome resource constraints. We offer a range of senior to junior level resources, ensuring stability and progress towards your financial objectives.
