Models that survive contact with the business.
Integrated forecasting, scenario analysis, KPI dashboards, and management reporting — structured so that updating them is a routine task rather than a quarterly project.
- Models
- Reporting & Dashboards
- Process
You may recognize this
You need a three-statement model for a lender, an investor, or a board and do not have one.
Your existing model was built for a single moment and nobody can update it now.
The forecast, the budget, and the actuals live in three files that no longer agree.
You need to see the impact of a price change, a new location, or a hiring plan before committing.
Reporting is assembled manually each month and consumes days of someone's time.
You are tracking metrics, but not the ones that would actually change a decision.
What the engagement covers.
Models
- Integrated three-statement financial models
- Revenue and expense planning by driver
- Cash and runway modeling
- Scenario and sensitivity analysis
- Acquisition and investment models
- Debt and financing models
Reporting & Dashboards
- KPI development and executive dashboards
- Location-level and business-unit reporting
- Management reporting packages
- Board and investor materials
- Budget-to-actual and variance reporting
Process
- Automated and repeatable reporting processes
- Reconciliation between the model and the general ledger
- Documentation of assumptions, drivers, and structure
- Version control and update procedures
- Training and handoff to your internal team
What changes.
A single forecast that reconciles to the accounting rather than competing with it.
The ability to answer 'what happens if' in an afternoon instead of a fortnight.
Reporting that updates on a process, not on heroics.
Metrics chosen because they change decisions, not because they were easy to pull.
A model your team can own, with the assumptions written down.
Models built for real decisions
Chris's modeling experience ranges from growth-company operating forecasts and acquisition models to stress testing and financial analysis supporting a multibillion-dollar institutional investment portfolio.
- Institutional portfolio experience
Multibillion
Institutional portfolio experience
Forecasting and risk analysis at institutional scale.
Source
Founder experience across prior corporate and advisory roles; not Wolever Advisory transaction volume. Full disclosure.
Modeling disciplines
- Integrated financial statements
- Cash-flow forecasting
- Scenario analysis
- Resource allocation
- Margin analysis
- Capital planning
- Acquisition modeling
- Stress testing
- Board and management reporting
A defined sequence, with a clear endpoint.
- 01
Define the question
Establish what decision the model needs to support. The structure follows from that, not from a template.
- 02
Build on real drivers
Model the business the way it actually generates revenue and consumes cash, tied to the underlying financial records.
- 03
Test it
Run scenarios and sensitivities to confirm the model behaves sensibly at the edges, and reconcile the output to history.
- 04
Hand it over
Document the assumptions and update procedure, then train the person who will maintain it.
Need a model that holds up?
Modeling engagements are typically project-based with a defined scope, deliverable, and handoff.