FINANCIAL STRATEGY AND MODELING

1. Three Statement Model: The fundamental financial model, linking the income statement, balance sheet and cash flow statements dynamically to yield projections.
2. Consolidation Model: Consolidates business units into one single model.
3. Budget Model: Used in financial planning and analysis to create a budget for the next several years.
4. Forecasting Model: Creates a forecast that compares to the budget model.
5. Discounted Cash Flow (DCF) Model: Used to value an item based on the net present value (NPV) of the company’s projected cash flow.
6. Merger Model (M&A): Another valuation model, this anticipates the effects of a merger or acquisition.
7. Sum Of The Parts Model: Adds up various DCF financial models to give a different type of valuation.
8. 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.