Model review
We support our clients by providing an independent review of their models. The key objective is to provide assurance that a model provides materially correct outputs based on its inputs and assumptions.
Our rigorous process focuses on a bottom-up, line-by-line formulae review (generally referred to as ‘integrity’) as well as a top-down analytical review, reporting issues timeously and transparently.
Our review scope includes the following areas:
Base case integrity
Sensitivities integrity
Model inputs and assumptions align to key documents or a data book
Tax compliance in conjunction with Evelyn Partners tax experts
Accounting compliance in conjunction with Evelyn Partners accounting experts
Modelling of transactions
We build models used by our clients to support a range of transactions. We bring rigour, structure, transparency, robustness, ease of use and speed to the model development process aiding our clients to complete transactions or raise financing timeously. Examples include:
Transaction acquisition, disposal, and aggregation models
Complex valuation models
Project financing, and debt restructuring models
Our models provide flexible scenarios and visualized dashboards with key metrics.
FP&A support
We support our clients by building flexible and robust models for them to incorporate with their long, medium and short-term planning processes. Examples include:
Strategic planning models
Budgeting, and performance models
Working capital and short-term cash management models
Ad-hoc modelling support
We design bespoke models for specific tasks. Examples include:
Goodwill impairment models, tools to calculate incremental borrowing rates
Option pricing models
Training
We build models used by our clients to support a range of transactions. We bring rigour, structure, transparency, robustness, ease of use and speed to the model development process aiding our clients to complete transactions or raise financing timeously. Examples include:
Model Build
Case study - participants build a model
Structuring and formula - good practices to adopt
Process, controls and environment around the model
Model Review
Case study - participants review a model
Review of formulae - good practices to adopt
Process, controls and environment around the model
Model build
Model review
Training