Services — FinModel Pro
Florida Real Estate Brokerage License: CQ1065684·571-238-6470·Info@financialmodelingservice.com·
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Financial Expertise,
Tailored to You

Four specialist service lines — financial modelling, M&A advisory, virtual CFO support, and proprietary acquisition search — each designed to help you make faster, more confident decisions at every stage of growth.

Service 01

Financial Modelling

Rigorous, bespoke financial models built by qualified analysts — from three-statement foundations to sophisticated DCF and scenario frameworks. Every model we build is clear, auditable, and built to withstand the scrutiny of investors, lenders, and boards.

A great financial model is more than a spreadsheet — it is a strategic tool that forces clarity on your assumptions, stress-tests your plan, and gives stakeholders the confidence to act. We build models that are intuitive enough for a founder to update and robust enough to satisfy a Big Four due diligence team.

Key Capabilities

Three-Statement Integrated Models
P&L, balance sheet, and cash flow fully linked — changes in one statement flow automatically through the others.
DCF & Valuation Models
Discounted cash flow analysis with WACC derivation, terminal value, and sensitivity tables — defensible to institutional investors.
Scenario & Sensitivity Analysis
Base, upside, and downside cases with one-click toggles, allowing leadership teams to run "what if" analyses in real time.
Investor-Ready Projections
Five-year forecasts formatted for data rooms, information memoranda, and VC pitch processes.
Rolling Forecasts & Budgets
Dynamic 12/18-month rolling forecasts that update automatically as actuals are entered — replacing static annual budgets.
Discuss Your Modelling Needs

What You Receive

Three-Statement Model
Fully integrated P&L, balance sheet & cash flow in Excel or Google Sheets.
DCF Valuation
WACC-based discounted cash flow with terminal value and valuation bridge.
Scenario Engine
Base/upside/downside toggle with heat-map sensitivity tables.
Investor Summary Pack
One-page and detailed financial schedules formatted for data rooms.
Assumptions Register
All key assumptions documented with source rationale and benchmarks.
30-Day Support
Post-delivery access to your analyst for revisions and investor Q&A.

Who this service is for:

Pre-Seed & Seed Startups Series A–C Fundraises Private Equity Portfolio Companies Established SMEs Scale-ups Seeking Debt Finance Founder Owners Preparing to Exit
Service 02

Business Valuation & M&A

Whether you are buying, selling, or restructuring, our transaction modelling and valuation expertise ensures you enter every deal with a clear view of value, risk, and upside. We have supported transactions ranging from £500k bolt-on acquisitions to £50M+ strategic exits.

M&A transactions move fast and the numbers are rarely straightforward. Our analysts cut through the complexity — identifying value leakage, hidden synergies, and deal structure risks that can mean the difference between a good deal and a great one. We work directly alongside your legal and corporate finance advisers as the dedicated financial modelling resource on your transaction.

Key Capabilities

Independent Business Valuations
DCF, comparable company analysis (CCA), and precedent transaction multiples — triangulated for a robust, defensible valuation range.
Acquisition & Merger Models
Pro-forma combined entity models showing revenue synergies, cost savings, and accretion/dilution to earnings per share.
LBO & Private Equity Models
Leveraged buyout models with debt structuring, returns analysis (IRR/MOIC), and management incentive scheme modelling.
Buy-Side & Sell-Side Packs
Comprehensive financial schedules prepared for information memoranda, management presentations, and virtual data rooms.
Financial Due Diligence Support
Quality of earnings analysis, normalised EBITDA, working capital review, and responses to acquirer due diligence queries.
Stochastic Modeling
When basic modeling isn't sufficient, stochastic modeling uses randomness and probability to estimate a range of possible outcomes.
Discuss Your Transaction

What You Receive

Valuation Report
Tri-method valuation with DCF, comparables, and precedent transactions.
Merger Model
Combined entity pro-forma with synergy phasing and EPS accretion analysis.
LBO Model
Leveraged buyout returns model with debt waterfall and MIP schedule.
Due Diligence Pack
QoE analysis, normalised EBITDA bridge, and working capital review.
IM Financial Schedules
Formatted financial data ready for an information memorandum or data room.
Negotiation Support
On-call analyst support for price chip, earn-out, and deal structure negotiations.

Who this service is for:

Strategic Acquirers Founders Seeking an Exit Private Equity Firms Management Buy-Out Teams Corporate Development Teams Family Office Investors
Service 03

Virtual CFO Services

The strategic financial leadership of a seasoned CFO, available on a fractional basis. We embed directly into your business — attending board meetings, owning your financial reporting, and driving the commercial decisions that accelerate growth.

Most growth-stage businesses reach a point where bookkeeping is no longer enough but a full-time CFO hire isn't yet justified. Our Virtual CFO service bridges that gap — giving you board-level financial oversight, investor-grade reporting, and proactive cash management from day one, at a fraction of the cost.

Key Capabilities

Fractional CFO Oversight
A senior qualified CFO attends your board meetings, owns investor relationships, and leads the finance function on a part-time retainer.
KPI Dashboards & Reporting
Real-time performance dashboards tracking your SaaS metrics, unit economics, or operational KPIs — delivered monthly with management commentary.
Cash Flow Forecasting
13-week rolling cash flow forecast updated weekly — giving you full visibility over your runway and identifying cash pinch-points before they hit.
Board Pack Preparation
Polished monthly board packs — financial summary, variance commentary, KPI scorecards, and forward-looking narrative — ready for every board meeting.
Fundraising & Investor Relations
End-to-end financial support for your next funding round — from model build and data room preparation to investor Q&A and term sheet analysis.
Explore Virtual CFO

What You Receive

Named CFO Lead
A dedicated senior analyst as your primary finance contact — not a rotating team.
KPI Dashboard
Live performance tracking across revenue, margins, churn, burn, and runway.
Monthly Board Pack
Formatted financial and KPI summary with management commentary each month.
Cash Flow Model
Weekly 13-week rolling cash forecast with actuals reconciliation.
Strategic Financial Plan
Three-year strategic plan aligned to your growth objectives and funding milestones.
Investor Liaison
Direct representation with investors, lenders, and advisors on your behalf.

Who this service is for:

High-Growth Startups (£500k–£10M Revenue) Founder-Led Businesses SaaS & Subscription Companies Businesses Preparing to Raise PE-Backed Portfolio Companies
Service 04

Searcher Liftoff

Proprietary AI-powered deal origination for ETA (Entrepreneurship Through Acquisition) searchers in non-IT sectors. We build curated, scored target lists that surface owner-managed businesses before they ever reach a broker — giving you a meaningful first-mover advantage in competitive deal markets.

Finding the right acquisition target is the hardest part of any search. Most opportunities surface through brokers and intermediaries — meaning you're competing with every other buyer in the market, valuations are at peak, and sellers have already had months to prepare their narrative. Searcher Liftoff changes that equation. Using a proprietary AI agent trained on demographic, firmographic, and behavioural data, we generate a curated longlist of potential targets scored by our Likelihood of Engagement (LoE) model — predicting which business owners are most likely to be receptive to an approach, right now. You reach decision-makers with genuine intent to transact, before the deal ever hits the market.

Key Capabilities

Proprietary Likelihood of Engagement Scoring
Our AI agent analyses demographic signals (owner age, tenure, career history), firmographic data (revenue bands, employee count, growth trajectory), and behavioural indicators (LinkedIn activity patterns, job posting signals, web presence changes) to produce a composite LoE score for each target — ranking the list by engagement probability, not just company size.
Sector-Specific Non-IT Target Lists
We specialise in non-IT acquisition searches — covering sectors such as manufacturing, professional services, facilities management, healthcare services, distribution, and specialist trade businesses — where off-market origination delivers the greatest edge over broker-sourced deal flow.
Multi-Source Data Aggregation
Each target profile is built from multiple online data sources — Companies House filings, LinkedIn profiles, company websites, job boards, trade directories, and news mentions — synthesised by our agent into a single, actionable intelligence record.
Outreach-Ready Contact Intelligence
Each target includes verified decision-maker contact information, a tailored outreach rationale based on the LoE signals identified, and recommended approach timing — so your search team can move from list to first conversation with confidence.
Iterative Refinement & Refreshes
As your search evolves, we refine the target criteria and re-run the model — removing engaged targets, adjusting geography or EBITDA parameters, and updating scores based on new market signals. Your list stays live and relevant throughout your search timeline.
Search Strategy Consulting
Beyond the list, we advise on sector selection, deal size criteria, and outreach strategy — helping first-time ETA searchers develop a disciplined, repeatable process for building pipeline and converting conversations into LOIs.
Start Your Search

What You Receive

Scored Target Longlist
50–200 curated targets ranked by LoE score with supporting signal data for each entry.
LoE Score Breakdown
Transparent per-target scoring showing which demographic, firmographic, and behavioural signals drove the score.
Owner Intelligence Profiles
Decision-maker summaries including career history, LinkedIn signals, and recommended approach rationale.
Company Fact Sheets
Aggregated firmographic data — revenue estimates, employee count, trading history, and web presence summary.
Outreach Playbook
Segment-specific messaging frameworks and recommended outreach sequencing for high-LoE targets.
Quarterly List Refresh
Score updates and new target additions each quarter as signals evolve and your criteria are refined.

Who this service is for:

First-Time ETA Searchers Funded Search Vehicles Self-Funded Searchers Family Office Acquisition Programmes Corporate Development Teams Independent Sponsors & Search Funds
Engagement Options

Flexible Ways to Work With Us

All engagements are bespoke — we scope each project individually. Below are our typical engagement structures to give you an indication of what to expect.

Project
A defined-scope model or valuation, delivered in full and handed over to your team.
Single financial model or valuation
Fixed scope, fixed timeline
Live walkthrough session included
Full documentation & assumptions register
30-day post-delivery support
Get a Quote
Transaction
End-to-end M&A or fundraising support, from kick-off through to deal close.
Full transaction model suite
Data room financial pack
Investor / acquirer Q&A support
Valuation negotiation support
Coordination with legal & corporate finance
Discuss a Transaction
Client Testimonials

What Our Clients Say

Trusted by founders, CFOs, and investors across the UK and beyond.

"
Financial Modelling

"FinModel Pro built our Series A fundraising model in under a week. It was the most polished, investor-ready output we could have asked for. Every VC we met commented on the quality."

Sarah T.
CEO, HealthTech Startup — Series A · £4.2M Raised
"
Business Valuation & M&A

"Their acquisition model helped us identify synergies we'd completely missed. The deal closed at a significantly better valuation than we'd anticipated. Exceptional work, highly recommended."

James H.
CFO, Manufacturing Group — M&A Advisory · £18M Transaction
"
Virtual CFO Services

"Having a virtual CFO from FinModel Pro gave us the financial discipline we needed to scale from £1M to £5M ARR in 18 months. Their cash flow modelling was transformational."

Marcus D.
Founder, SaaS Platform — vCFO Engagement · 5× ARR Growth

Not Sure Which Service
Is Right for You?

Book a free 30-minute consultation. We'll listen to your situation and recommend exactly what you need — nothing more, nothing less.