Driver model
A planning model built on the operating drivers of revenue and cost, so changes flow through instantly.
FP&A & driver-based planning
Build a forecast and reporting pack the leadership team actually uses.
A planning model tied to the real drivers of the business (volume, price, mix, productivity, headcount), a rolling forecast, and a monthly reporting pack that explains why results moved and what decision follows.
WHEN COMPANIES CALL US
You may need this if…
- The budget takes three months and is wrong by the end of the first quarter.
- Monthly reports are long, but nobody can explain the variance in a sentence.
- The forecast lives in one person's spreadsheet.
- Operational leaders don't see how their decisions show up in the numbers.
- The board or lenders ask for scenarios and it takes weeks to produce them.
WHAT YOU GET
Outputs your team keeps and uses.
Rolling forecast
A forecast updated monthly or quarterly that always looks 12 to 18 months ahead.
KPI tree
The handful of measures that explain results, with clear definitions and owners.
Management and board pack
A short monthly pack: what happened, why, what we expect, and what needs deciding.
Scenario tool
Fast upside and downside cases for the board, lenders or investors.
HOW IT WORKS
The work, step by step.
- 1Weeks 1–3
Map the drivers
Analyze historical results, interview leaders and build the driver tree.
- 2Weeks 3–8
Build
Build the model, the forecast process and the reporting pack with the finance team.
- 3Weeks 8–12
Run
Run the first forecast cycle and board pack together, then hand over.
QUESTIONS THIS ANSWERS
- What really drives our revenue, cost and cash?
- Why did we miss or beat the plan, in one sentence?
- What happens to profit and cash if volume drops 10%?
- How do we spend less time budgeting and more time deciding?
HOW WE MEASURE IT
- Forecast accuracy
- Days to close and report
- Time to produce a scenario
- Budget cycle length
RUN THE NUMBERS FIRST
Free calculators for this decision.
Each one runs in your browser with your own numbers. Nothing is sent to us unless you choose to share it.CLIENT EXPERIENCE
What clients say about our finance, cash & transactions work.
For our acquisition of Modular Water, they really built the case with deep research. Highly professional. They took the time to work through a number of iterations of the project and maintained outstanding communication. Highly recommend.
Riggs EckelberryCEO, OriginClear HoldCoWe can’t say anything except they are incredible. They helped prove the valuation, the market, and craft the story for multiple presentation – both direct for sales decks and investors.
Dr. Mona HovaiziFounder & CEO, Gaux / Health Career CertsWHERE THIS COMES UP MOST
Industries where this work matters.
COMMON QUESTIONS
Before you get in touch.
Not necessarily. The model and process come first; we can help select software afterwards if the spreadsheet approach has reached its limit.
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