Financial Modeling & Projections

As a leader in a fast-growing company, you know all about your changing financial needs. Your earnings determine the success of your business, so financial scenarios should be modeled to inform strategic decision making. Making these decisions is challenging when you can’t see into the future, but with the right strategy, you can take the proper steps for the most significant gains.

Financial modeling and projections from Compass East give you the information you need to make your next move. Our technology and financial advisors help you form a picture of potential developments so you can build a sound strategy for the future.

What Is Financial Modeling?

Financial modeling is the process of creating a model with a company’s historical financial data to analyze scenarios that could arise from a future decision. Business professionals may use financial models to compare themselves to other companies in the industry or estimate the valuation of their enterprise as it stands.

A financial model can include basic categories, or it can be considerably more complex depending on the projections a company wants to make. Necessities for any financial model are income statements, cash flow statements, balance sheets and supporting schedules.

Our Financial Forecasting Solutions

At Compass East, we provide financial modeling solutions and forecasting services as a part of our CFO offerings. We implement the appropriate technology tools for your business to build in-depth financial models utilizing real financial information.

When your team is up and running on our technological ecosystem, our financial experts can build models in the software using the most recent financial information available on your general ledger. We leverage this information to seamlessly run various financial scenarios surrounding:

  • Revenue growth strategy
  • New product/service line expansion
  • New location expansion
  • Buildouts
  • Fundraising strategy
  • New hires
  • Capital allocation
  • Stock performance

Our goal is to understand the unique qualities of your business model to deliver financial forecasting solutions that help you succeed. Our advisors create key drivers and levers to determine the best ways to leverage capital or pay down debt efficiently. Alongside our technological solutions, our CFO advisory services assist you in developing custom projection models for specific company projects.

The Benefits of Growth Projections and Financial Modeling Solutions

When you use our financial forecasting services, you can:

  • Minimize risk: Making financial decisions comes with risks, whether you’re investing in a new location or paying down debt. When you make these decisions without a solid financial understanding, you may spread your business too thin and hurt its chances for success. Our financial models give you a clear projection of your capital so you can back your decisions with evidence, measure return on investment (ROI) and reduce risk.
  • Create accurate budgets: The backbone of any company is the budget. With financial forecasting, you can allocate funds well into the future, letting you initiate new development projects while taking care of every expense.
  • Understand performance: Company performance comes with ups and downs regardless of your industry. While your business may be at a high point right now, that may not be true in a few months. It’s essential to stay connected to business performance to understand how actual results compare to budgeting practices. Our financial models allow us to run variance analysis, so we can monitor your company’s performance over time and make budget changes as necessary.
  • Value your business: Valuation is vital to a business when it wants to sell a stake to outside investors or initiate other restructuring processes. It also gives companies an understanding of how they perform among their competitors in the industry. Our financial forecasting services can determine free cash flows that will accrue at different points to grasp company value more effectively.
  • Encourage growth: Ultimately, your goal as a business is positive cash flow and growing the bottom line. The use of fund projections can help you allocate investment capital and manage cash burn. With a continuous connection to financial performance, you can watch your company grow.

The many advantages of financial modeling solutions are enough to take the next step. Our expert team includes various professionals with a range of financial backgrounds, so we offer the industry experience you need for success. In addition to our trustworthy team, our forecasting solutions are more accessible than hiring an in-house team to manage projections.

Use our financial projection services in conjunction with CFO advising or our other portfolio offerings to make the most of your income. Whether you need help managing cash flow or developing key performance indicators (KPIs), we have you covered.

We’re Experts in Financial Modeling and Growth Projections

Compass East is an expert in financial development for high-growth companies, and our financial projection services are one of the many advanced solutions we offer. Managing finances is often challenging, especially when your business is growing quickly and your needs are changing every day. If you’re facing varying cash flows, expansion projects, fundraising development and more, our financial models can help you meet your goals.

Our expertise allows us to handle your financial planning with ease and efficiency. While we focus on delivering comprehensive financial forecasting, you can focus on developing your business in other areas. Our forecasting technology makes it possible to stay connected at all times without draining your resources on modeling efforts.

Managing your finances doesn’t have to be complicated. Compass East offers the solutions you need to succeed in the long term without overextending your team.

Contact Compass East for Financial Projection Services

You can trust Compass East to deliver comprehensive services that reflect your unique financial needs. With our financial forecasting solutions, you can make informed decisions for long-term growth, all while reducing risk. Outsourcing this process to our team gives you the chance to develop your company in other areas as you make intelligent financial moves.

If you’d like to learn more about our services or start working with Compass East, reach out to us today. We look forward to partnering with your business.