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Pricing Information

Transparent approach

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Buying a financial model is an investment, and a good model will pay for itself many times over, for example through achieving a higher price on a disposal, winning more profitable bids as a result of understanding your cost base, or negotiating better terms on financing facilities by demonstrating risk management.


I offer a bespoke financial modelling services based on your requirements and, as with other professional service firms, my costs are based on time to complete. This page seeks to add clarity to help you to understand the factors which go into pricing this work.

 

In order to offer complete transparency, I will provide a free no obligation consultation to discuss an outline of work and cost estimate before any contracts are drawn up.

Strategic optimisation

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Scoping a model build is often a matter of balancing sophistication vs simplicity.

 

There are benefits to making a model no more complex than it needs to be - not only in relation to the initial development cost, but also for transparency, ease of use, and ongoing maintenance.

 

The needs of the business and the model users will inform what is to be included in the model, and the time required to develop it.

Features

Not all models require all features, for example freezing a budget, scenario manager, modelling indexation etc may or may not be required depending on the purpose of the model. Together we will choose the right features for your project.

Complexity

Factors related to level of detail in calculation mechanisms for example modelling for single vs multiple currencies, full PCTCT tax working vs effective rate, staff costs by individual vs average head count, consolidation workings vs single entity.

Technology

Is the model built using native Excel or using a content management system such as Modano which can provide a saving in development time and enhanced model flexibility in exchange for a small software licensing cost.

Drivers

The level of sophistication required in calculating baseline figures in the model - how is revenue built up, how do costs relate to revenue and how do they increase over time. These choices correlate to how closely the value drivers should simulate reality.

Scale

The number of distinct revenue or cost types, number of entities, number of balance sheets, number of data sources etc will play a role in the time required for development if they have distinct logic attached.

Revisions

Costs associated with revisions are mitigated via a thorough scoping workshop process at the outset. If your needs change during the development process, I will discuss and agree with you any associated costs which arise.

Rates

Pricing Perfection

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​I offer a free no obligation consultation to understand your specific needs and to discuss an initial outline specification along with an estimated cost range. This step ensures clarity before we proceed with signing an engagement letter.

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Following this, we will conduct a comprehensive scoping workshop. Based on this workshop, I will provide a detailed specification document that includes the scope of work, updated pricing, and timelines for your approval.

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To ensure transparency, if at any point it appears that costs may exceed the initially agreed range, we will discuss and agree the way forward to avoid any surprises.

Arrange a Quote
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Request your free consultation

Let's set up a call to discuss how we can work together to solve your challenges.

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