Excel Whiz

EXCELWHIZ

Finance

Financial Modelling & Valuation

Dollar-driven financial analysis: 3-way models, cash flow forecasting, business valuation, budgeting, variance reporting, pricing models, and management reporting, all built in Excel with best-practice structure.

Cash Flow ForecastingBusiness Valuation3-Way ModellingScenario & Sensitivity AnalysisProfitability & Pricing ModelsBudget vs Actual ReportingManagement ReportingModel Audit

Who This Is For

Business Owners, Directors & Finance Teams

Model business performance, test scenarios, automate forecasting, and produce board-ready reporting packs, whether you run the business or run the numbers.

Property Developers & Investors

Feasibility analysis, cash flow waterfalls, and sensitivity models for development and investment decisions.

Banking, Mortgage Brokers & Lenders

Serviceability calculators, loan covenant tracking, refinancing models, borrower cash flow analysis, and portfolio stress testing for financial institutions and intermediaries.

Buyers, Sellers & Advisors

Business valuation for M&A, CGT, estate planning, and dispute resolution. Defensible, independent, and methodology-driven.

Startups & Fundraisers

Investor-ready financial projections, unit economics models, and capital raising decks with defensible assumptions.

Need a Financial Model?

Whether you need a full 3-way model, a business valuation, or a model audit, we build it in Excel with best-practice structure and financial modelling rigour.

Get a Quote

Or call 0415 777 620 to discuss your project