Strategic Financial Analysis

Common Projects

🎯

Pricing Strategy Analysis

Should you raise prices? Which products/services have room for margin expansion? What's the competitive landscape?

$5,000-8,000

🏢

Market Expansion Analysis

Should you enter a new market or geography? What's the financial feasibility? Break-even timeline?

$8,000-15,000

🤝

M&A Financial Due Diligence

Considering an acquisition? I'll analyze their financials, identify risks, and model integration scenarios.

$10,000-25,000

📊

Product Profitability Analysis

Which products/services actually make money? Where should you focus resources? What should you sunset?

$6,000-12,000

💰

Capital Investment Analysis

Evaluating a major equipment purchase, facility expansion, or technology investment? Get NPV, IRR, and payback analysis.

$5,000-10,000

🔍

Cost Structure Optimization

Detailed analysis of where money is going and where you can cut without hurting growth.

$7,000-15,000

Don't See Your Project?

These are just examples. If you have a strategic business question that needs financial analysis, I can probably help. Custom projects start at $5,000.

Book a consultation to discuss your specific need →

My Process

1️⃣

Define the Question

We start with a clear problem statement. What decision are you trying to make? What do you need to know?

2️⃣

Gather Data

I'll collect internal data, research market benchmarks, and interview key stakeholders as needed.

3️⃣

Analyze & Model

Build financial models, run scenarios, and stress-test assumptions to find the real answers.

4️⃣

Present Findings

Deliver clear recommendations with supporting analysis. Executive summary for leadership, detailed appendix for implementation.

What You'll Receive

📊

Executive Summary

Clear recommendation with key findings on 1-2 pages

📈

Financial Model

Excel model you can use for scenario planning

📋

Detailed Analysis

Supporting data, assumptions, and sensitivity analysis

Typical Timeline

Week 1

Scoping & data collection

Week 2-3

Analysis & modeling

Week 4

Report creation

Week 5

Presentation & Q&A