Financial modelling
Operating models, scenario planning, and investment cases built in Excel to bank and investor standards, with every assumption listed, sourced, and adjustable.
from €3,900
Practice
Finance & Transactions
Transaction-grade financial work for owners who are raising, buying, or selling. Models, investor materials, and preparation that survives scrutiny.
This practice is credible for one simple reason. The firm builds the same models, decks, and data rooms for its own acquisition mandate that clients commission for theirs. Documents are prepared to the standard of the person on the other side of the table, and where tax or legal judgment is required, your Steuerberater and lawyer stay the advisers of record.
What this covers
Pitch decks & investor materials
The full document set for a raise, from teaser to data-room-ready deck, in English and German, built to survive the reader paid to find the weak spot.
Business plans & bankability
Plans structured the way KfW programmes, Bürgschaftsbanken, and house-bank credit committees expect to read them.
Due diligence preparation
Sell-side readiness before buyers look. The numbers, the data room, and the story cleaned up, with your Steuerberater and lawyer advising on their reserved ground.
Indicative valuation
A well-reasoned value range for negotiation and planning purposes, with the method and comparables shown.
Succession & sale preparation
Preparing an owner-run company for handover, informed by this firm's own standing work as a buyer of succession cases.
How we work
Every engagement is led personally by the founder, with one accountable senior contact from the first call to the final deliverable. Where the scope demands depth, senior specialists from a network built across the Rhein-Main finance and technology scene join the work, and where regulation requires certified expertise, accredited partners carry it out.
Work is quoted as a fixed price with a defined scope before it starts. Projects typically run €2,500 to €20,000, quoted as a fixed price after a scoping call.
Typical engagements
- An acquisition model with three financing variants and debt-service coverage
- A seed or Series A deck with a financial model and FAQ annex
- A 24-month cash flow forecast for a bank financing application
- Vendor due-diligence preparation before a company sale
Discuss this with us
Describe your situation in a few sentences. You get a concrete proposal with scope and a fixed price, at no cost.