AdFin Consultants
Services

Financial Advisory

Planning, models and risk frameworks that turn numbers into decisions.

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How we help

Every plan rests on assumptions, and the value of good financial advice lies in testing them before money is committed. We build the budgets, forecasts and models that show where the business is heading, set up a framework for managing the risks along the way, and assess new projects for feasibility before you invest in them.

FP&A: budgets, forecasts, variance
Financial modeling & valuation
Risk management frameworks
Feasibility studies
Request this service
A laptop showing a financial dashboard with charts
What's included

The work, in detail

Each part of this service can be taken on its own or combined into a single engagement, depending on what your business needs.

FP&A: budgets, forecasts, variance

Annual budgets, rolling forecasts and monthly variance analysis that show where cash and margin are heading and explain why results differ from the plan.

Financial modeling & valuation

Driver-based financial models and business valuations that let you test a decision, compare scenarios and support your discussions with investors, lenders or buyers.

Risk management frameworks

Identification and assessment of your financial and operational risks, with a risk register, clear ownership and regular reporting to management and the board.

Feasibility studies

An independent assessment of a new project or investment covering the market, costs, funding and returns, with sensitivity analysis and a clear conclusion on whether it stacks up.

Typical deliverables

What you receive

Annual budget and rolling forecast
Monthly variance report with commentary
Integrated three-statement financial model
Business or project valuation
Risk register and risk management policy
Feasibility study report with sensitivities
Who this is for

A good fit when

Businesses that need a reliable view of cash and profit for the months ahead, investors and lenders who want a model they can test, and sponsors deciding whether a new project is worth pursuing.

If you are not sure this is the right service for your situation, book a free consultation. We will tell you honestly which of our services fits, or whether you need us at all.

Explore

Our other services

Accounting & Bookkeeping Tax Planning & Refund Audit & Assurance Corporate Advisory

Not sure which service you need?

Book a free 30-minute consultation and we will point you to the right one.

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