Custom Financial Model Design Service

The Company Doctor’s goal is to provide “real-world applicable” and user-friendly financial models to individuals and businesses and assist them with tools to start or improve their ongoing operations.

Our Financial Modeling Service can assist you in building a bespoke forecast for your business by offering professional tailor-made services and customizations of your own or our listed templates adjusted to your business requirements.

Our Services include:

Create new financial models from scratch for any business/industry.
Review & Customization of customer’s existing financial models.
Customize financial models purchased from our listed templates.
Consultation on Financial Modeling Best Practices.
Professional Investor Pitch Deck and Excel Presentations.
Startup Business Plan Writing Service.

Before ordering one of the custom services, we need to receive by e-mail your assumptions, requirements, specifications, and any other data that needs to be reflected in your desired financial model and agree on the estimated price and delivery time.

Below is our process for a custom financial model request:

Contact us via the support staff (email).
We start by asking you several questions about your business over email
We have a 30-minute video conference call with you via ZOOM or Google Meet to ask additional questions and finalize the scope of the required financial model design.
We provide an initial draft of the integrated financial model (via PDF), which includes up to 5 years of financial reporting (i.e., Income Statement, Balance Sheet, Cash Flow Statement, Financial Ratios, Graphs, etc.).
We refine the model based on your feedback.
The model is finalized and provided in an Excel file that you can easily update and edit.

Important Note:

Before ordering one of the custom services, we need to receive your assumptions, requirements, specifications, and any other data that needs to be reflected in your desired financial model by e-mail, and we need to agree on the estimated price and delivery time.

No two financial models ever work the same, and owners/investors all have different needs for how they want everything to work. So, to address these special projects/cases, I am offering you this service as a Custom Financial Model Design Service.

When contacting us as per Point 1 above, you can also upload your Excel file with a Word document with instructions and specifications and your contact details so that we can further discuss what you would like me to assist you with.

If interested, please get in touch with us through [email protected] to inquire about further information and assistance.

A full day means a total of 8 hours on that day. No roll-over.