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See the consequences of a decision — before you make it.

Investor- and board-ready 3-statement models, built from scratch. See your runway, test big decisions before you make them, and walk into any raise with numbers that hold up.

Book a Finance Clarity Call See how it works

Founding-client rate: engagements from $1,500 $3,000 — fixed fee, agreed before any work starts.

When you need this

The situations this is built for.

You're raising capital, and investors will want projections that survive diligence — not a hockey stick in a pitch deck.

You're weighing a big commitment — a key hire, a second location, new equipment — and need to see what it does to cash before you sign.

You can't say with confidence how many months of runway you have — or what happens to it if revenue slips.

Your bank or board asked for a forecast, and the spreadsheet you have wasn't built to answer questions.

The process

How the engagement works.

Transparent from the first call to the handover — you see the model take shape, and you own it when it's done.

01

Scope the decision

A free conversation about the decision you're facing, the deadline, who the numbers have to convince — investor, bank, board, or you — and what data exists today. You'll know the scope and the fee before any work starts.

02

Data & drivers

I pull your financials, payroll, and operating data, and find the handful of drivers that actually move your business — volume, pricing, labor hours, conversion. The model gets built on those, not on "grow 10% a year."

03

Build, transparently

A 3-statement engine — P&L, balance sheet, cash flow — constructed from your source data up. Check-ins along the way so you see it take shape. Every formula is traceable; there are no black boxes.

04

Pressure-test together

Sensitivities on the assumptions that matter most, a downside case, and break-even points. Then a working session where you push back on anything — the model should survive your skepticism before it faces anyone else's.

05

Hand it over

Full documentation and a live walkthrough. The file is yours — keep me on to update it as the business moves, or run it yourself from day one.

The scenario switchboardIllustrative — the same decision, three futures, tested before a dollar moves
Today Make the hire Cash dips, then compounds — payback visible before you commit Hold steady Runway preserved — the baseline every bet is measured against Open location two Cash gap exposed — caught on paper, not in payroll
Hover a scenario to isolate it — it cycles on its own otherwise.
The real thing

Inside a working model.

Driver-based Excel operating model — data redacted
A driver-based budget & 3-statement engine — data redacted
Deliverables

What you walk away with.

3-statement modelP&L, balance sheet, and cash flow in one connected engine
Scenario switchboardToggle hires, pricing, and expansion — see the impact instantly
Runway & cash viewMonths of cash under any assumption you choose
Docs + walkthroughFully documented and handed over — yours to keep and run
Packages & pricing

Founding-client pricing, in the open.

Fixed fees, agreed in writing before any work starts. Founding rates are locked for our first clients while we build our public track record — list rates apply once those slots fill.

Core 3-statement model

$1,500 $3,000
One-time · fixed fee
  • P&L, balance sheet & cash flow in one connected engine
  • Scenario switchboard for the decisions on your desk
  • Runway & cash view under any assumption
  • Full documentation + live walkthrough — yours to keep
Book a Finance Clarity Call

Raise-ready model

$2,750 $5,500
One-time · fixed fee
  • Everything in the core model
  • Multi-scenario build with sensitivity tables
  • Diligence-ready assumptions documentation
  • Support through investor and lender questions
Book a Finance Clarity Call

Model kept current

$200/mo $400
Monthly add-on
  • Monthly refresh with your actuals
  • Assumption updates as the business moves
  • Quick-turn what-ifs when a decision comes up
Book a Finance Clarity Call

Founding rates are honored for the life of the engagement. Complex scopes (multiple entities, unusual data) are quoted on the call — always fixed before work begins.

Where the money is

How a model pays for itself.

A model doesn't earn money by existing. It earns money at the moments you use it.

The raise you don't underprice

Investors discount numbers they can't trace. A model that survives diligence protects your valuation and your terms — every question answered with a traceable line is negotiating leverage you keep.

The cash gap you see coming

Financing arranged early happens on your terms; financing arranged in a crunch happens on someone else's. A live runway view turns a surprise into planning time.

The mistake made only on paper

A bad hire or a premature expansion tested in a model costs an afternoon. Made in real life, it costs months of payroll and the price of unwinding it. The scenario switchboard is the cheapest insurance you'll ever buy.

"A model doesn't make the decision for you. It makes the decision visible — with every assumption on the table where you can challenge it."

Straight answers

What this is — and isn't.

Is this a template?

No. It's built from scratch, from your data and your drivers. Templates are the reason owners stop trusting their own numbers — the structure never quite fits the business.

Will it tell me what revenue will be?

No model predicts the future, and you should be suspicious of anyone who says theirs does. What it gives you is a defensible range built on documented, sensitivity-tested assumptions — and a clear view of what has to be true for the plan to work.

Do I need clean books first?

Cleaner is faster, but organizing the source data is part of the build. The model works alongside your bookkeeper and CPA — it doesn't replace them.

Related work

From a blind budget to control of the levers that decide margin.

See the Rapid Emergency Management engagement — a budget and 3-statement operating model in one driver-based engine.

See the work →
Seth Briggs
Who does the work

You work directly with the principal, start to finish.

Every engagement on this page is scoped, built, and delivered personally — no hand-offs. The same rigor behind the Rapid Emergency Management build goes into yours.

Seth Briggs · Founder · FMVA®, FPAP™ — Corporate Finance Institute  ·  About Seth →
Start here

Bring the decision. We'll scope the model around it.

The first conversation is free — tell me what you're facing, and I'll tell you exactly what I'd build, what it costs, and how long it takes.

Book a Finance Clarity Call