Whether you need projections for the upcoming year or a long view into the next decade of your business’ growth, The Rialto Group can help you plan for the future.
We provide Budgeting and Forecasting for the near term, Financial Modeling and Strategy for your next 1, 3, or 5 years of growth, and expert business advisement to help make all those years successful for your business.
BUSINESSES STRATEGIES FOR THE FUTURE FROM THE BEST MINDS IN THE INDUSTRY
Our elite business advisory team can also help you with your Pricing Strategy and Modeling to sharpen your competitive edge and increase profits the smart way.
Let The Rialto Group show you how to take the reins on your company’s financial future using high-level analysis and elite financial strategies.
If you could see into the future, how would that change your business strategy?
Financial modeling attempts to do just that, taking historical performance, current data, and different assumptions about the future and turning them into meaningful financial projections.
These insights will let you tailor your financial strategy to meet your goals and allow you to prepare for potential challenges in advance.
Our financial modeling and strategy experience comes from years of public accounting and industry experience, and we bring that specialized knowledge to bear on your business, whatever the size.
Financial modeling takes a longer-term view than budgeting and forecasting and can provide valuable insights by allowing you to anticipate several possible future scenarios. But financial modeling and strategy require experience and expertise. A good financial model requires strong and accurately prepared financial statements, a solid understanding of how finance and accounting and business goals intersect, and results honed through sensitivity analysis.
Financial models aren’t just a matter of plugging in numbers and seeing what comes out. They require high-level finance and accounting expertise, an understanding of the current market and industry conditions, and a clear view of the business and its long-term goals.
The Rialto Group has the expertise you need to build good financial models and forge strong financial strategies based upon them.
FINANCIAL MODELING THAT HELPS
YOU REALIZE YOUR FINANCIAL GOALS
Financial modeling takes existing data and applies a set of assumptions about future business conditions to it to yield meaningful projections.
These projections show estimates of future revenue, earnings, cash flows and balance sheet accounts.
THE RIALTO GROUP’S FINANCIAL MODELS
CAN GUIDE AND INFORM YOUR FINANCIAL STRATEGY, HELPING YOU MAKE STRATEGIC DECISIONS ABOUT:
GROWING THE BUSINESS
ASSET OR BUSINESS ACQUISITION
SELLING OR DIVESTING ASSETS
BUDGETING AND FORECASTING
Not all projections are created equal, and naïve assumptions about things like growth rates or future economic conditions can render financial models useless.
That is why The Rialto Group uses extensive sensitivity analysis and scenario analysis to refine every financial model, and why our long experience in business financial modeling and strategy are so valuable to our clients.
Rialto takes the time to understand your industry and the market conditions your company is facing, as well as the fundamentals that drive the numbers.
Our business advisory team also knows how to use financial models to develop a financial strategy that meets your goals.
- Three Statement Model: The fundamental financial model, linking the income statement, balance sheet and cash flow statements dynamically to yield projections.
- Consolidation Model: Consolidates business units into one single model.
- Budget Model: Used in financial planning and analysis to create a budget for the next several years.
- Forecasting Model: Creates a forecast that compares to the budget model.
- Discounted Cash Flow (DCF) Model: Used to value an item based on the net present value (NPV) of the company’s projected cash flow.
- Merger Model (M&A): Another valuation model, this anticipates the effects of a merger or acquisition.
- Sum Of The Parts Model: Adds up various DCF financial models to give a different type of valuation.
- Option Pricing Model: Used to estimate options pricing.
We can do financial modeling for businesses of all sizes and provide financial strategy business advisement for companies of all types. We always tailor our models and advice to your specific business and industry.
Our financial modeling and strategy services are ideal for growing companies that want to take their finance and accounting seriously and focus on the growth and health of the business going forward.
The Rialto Group develops tailored models for different industries and takes the time to discuss goals and challenges with your management and finance and accounting decision-makers
Companies may contract us on a project basis to create financial models. In that case, we would build the necessary models and then teach your team how to update them going forward.
The Rialto Group can also stay on to update the models monthly, quarterly and annually, as needed.
We also can provide financial strategy guidance and hone it based on existing financial models, changing business conditions and your evolving goals.
When you hire The Rialto Group for budgeting and forecasting, you get the tools you need to plan for the future and the knowledge that you’re using the right data for your financial planning.
Our experienced team digs into your business, assessing past financials with an expert eye to get a solid historical perspective.
We then work with your management team to get their perspective and on various aspects of the business and their insight on the future.
This allows us to understand the numbers from the inside out, and to anticipate your company’s future needs and expenses so we can eliminate potential obstacles to growth.
With The Rialto Group, you’ll get a big business perspective on budgeting and financial forecasting tailored to your specific industry and company size.
We bring years of experience with one of the Big 4 accounting firms to the table, as well as plenty of experience helping small businesses like yours succeed.
Our broad-ranging expertise extends to high-level financial strategies and planning, as well. We can work with you to set the right financial goals and objectives and set up the structures that will help you evaluate your performance.
Our process begins with assessing your company’s historicals, looking at things like vendor spend, headcount, and other important drivers for recent years.
Then, we confer with members of management to understand likely developments in the near future and anticipate factors like sales, costs, production demands, etc.
This gives us expert insight from all levels of operation.
Your head of sales will have a nuanced perspective we can use for better sales forecasting, while the head of general operations will be able to assess what headcount you’ll need to meet those projected sales numbers.
And talking to your production head will let us anticipate costs for the new hires and equipment, so we can accurately build them into budgets.
We will also work with your finance and accounting team to assess budget metrics and determine relevant KPIs. Our team can also train your finance and accounting department in the process and modeling needed for successful budgets and forecasts.
The Rialto Group goes beyond mere numbers on a page to provide in-depth analysis and intelligent forecasting you can use to grow your business.
If your company doesn’t already have models for budgeting and forecasting, we can build them for you.
Our experienced team will create budgets and forecasts with models specific to your company’s needs. We never take a one-size-fits-all approach, and we can revise and expand our models as your business changes and grows.
This gives you the ongoing process and modeling tools you need to recalculate and recalibrate as often as necessary.
You will be able to reforecast and pivot as needed, and your budgets and forecasts can change in response to changing numbers or shifts in the economic environment.
The Rialto Group can be hired on a project basis for budgeting and forecasting or work for you on an ongoing basis. We are also glad to assist your in-house team with whatever they may need.
The benefit of having The Rialto Group at your service is that you won’t outgrow our roster of services.
We offer tremendous value for startups that may struggle with accounting, finance and accounting, capital raising, HR, or IT functions as they evolve because we have years of experience managing successful mid-size and larger operations.
- Schedule your complimentary discovery call.
- Receive a written proposal within two business days.
- Review your intake form with your dedicated team member.
HOW CAN WE HELP
The Rialto Group does whatever your company may require to develop a strong financial strategy going forward. Our team can prepare budgets and forecasts, work on your price strategy and perform higher-level financial modeling and strategy development as you need it.
Our top-to-bottom approach means we can also help with other financial services, including bookkeeping, financial statement preparation, and analysis, complex accounting, and outsource CFO and controller services.
We also provide business advisory and capital market services to our clients. Our large public accounting background means you can call on us for all your needs, from accounting to high-level financial advisement.