First, SME²’s Core Process

As a client, you first go through SME²’s Core Process, which is a roughly one-month procedure to convey your company’s information, build your Custom Financial Model (CFM), deliver it to you, and show you how to use it.  Moving forward, your Custom Financial Model serves as your basis of analysis.  

Client Advantages to SME²’s Core Process

Not only do you gain possession of your Custom Financial Model, but SME² empowers you with education throughout the Core Process as well.  This can cover financial performance metrics, what investment banking is, what financial controls are, and what the capital raise or company sale processes entail.  That way, you will be more comfortable and confident as you embark on your next initiative.

Your CFM, Your Unique Tool

Your Custom Financial Model (CFM) will be tailored specifically to your company.  It can include all of the following features, plus any others that help to optimize your financial visibility and/or maximize your potential for attracting investors.  

  • Income statement, balance sheet, cash flow statement

  • Adjustable assumptions dashboard

  • Performance metrics summary

  • Valuation module

  • Cost analysis

  • Cash forecasts