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Start Modeling the Financial Future of Your Business

Every number and decimal point serves as invaluable data that can help you predict the financial future of your business. With Michael Dorsey at your side, understanding the metrics and analytics that dictate your company’s financial performance and progress is easier than ever.

At Small Business Financial Intelligence, our job is to provide you with the information, resources, and analysis necessary to write a new chapter in your company’s story. Contact us today to learn more about what our financial modeling services can do for you and your business!

What Does a Decision Tool Look Like?

Here’s a sample model of what one of our Decision Tools can look like:

Answers to All Your Financial Modeling Questions

Navigating your way through infinite amounts of financial data can be overwhelming for many small business owners. If you have questions about financial modeling, we have answers.

Check out more FAQs below to better understand how we can help your business grow!

What Is Financial Modeling?

Financial modeling creates a visual, mathematical representation of a business's economic performance.

It involves analyzing historical data and making projections via customized spreadsheets that pertain to future performance to provide more informed decision-making.

What’s the Purpose of Financial Modeling?

Financial modeling serves a wide variety of financial-based purposes, including business planning, forecasting, acquisitions, raising capital, selling and divesting assets, budgeting, accounting, valuation, and other strategic decision-making.

Essentially, it helps businesses assess the potential impact of different scenarios to make more enlightened financial choices about resource allocation.

What Types of Decisions Can Financial Modeling Help You Make?

Financial modeling can help you make decisions about all facets of your company’s finances, such as budgeting, pricing, investment, financing, risk management, etc.

These spreadsheets are unique to your company’s financial needs and goals, giving you more insights into the economic implications of various strategies and helping you identify opportunities for growth and optimization.

Is It Possible to Know the Future Profitability of a Business?

While financial modeling can't predict the future with certainty, it can provide valuable insights into potential outcomes based on different assumptions and scenarios.

Businesses can make more informed decisions to improve their financial performance by modeling various factors affecting profitability.

Your customized Decision Tool will be based on your assumptions and inputs regarding your business's primary and secondary drivers.

What Is a Decision Tool?

It is an electronic worksheet completely customized to your business and contains your business's significant financial aspects, components, and drivers.

You can utilize it to simulate different scenarios and analyze the potential impact on their financial performance, giving more visibility into revenue, expenses, and profitability based on user-defined assumptions.

What Are Primary Drivers?

Primary drivers are the key factors that have the most significant impact on a business's financial performance.

These may include sales volume, pricing, production costs, and market demand. Identifying and understanding primary drivers is essential for accurate financial modeling and decision-making.

What Are Secondary Drivers?

Secondary drivers are factors that indirectly influence a business's financial performance. While they may not have as significant of an impact as primary drivers, they can still affect profitability and should be considered in financial modeling. Examples include changes in consumer behavior, economic conditions, and regulatory changes.

What Is the Charge for the Creation Process of the Decision Tool?

The initial exploratory conversation is free. Other consultations and time required to complete the Decision Tool are based on a sliding scale that reflects your business’ revenue and complexity.

How Long Will This Process Take to Create the Decision Tool?

Process length will vary depending on your business's complexities, scope, and scale. Generally speaking, it can take anywhere between one to eight weeks.

You will get an estimate of this during the Initial Exploratory Conversation and more guidance after the first paid consultation session.

Does SBFI Provide Business Strategy Advice?

No. SBFI does not consult on business strategy, nor do we validate business models. SBFI provides a process and Decision Tool that generates financial intelligence about your ideas, strategies, and business models.

Schedule Your Financial Consultation Today!

Ready to take the first step toward unlocking your business's complete financial potential? Your customized Decision Tool awaits you!

Fill out the contact form on the right to schedule a consultation with Michael Dorsey today to start discussing your needs and learn how our Decision Tools can empower you to make smarter, more informed financial decisions.

What Our Clients Say

I had the privilege of closely working with Michael on creating a complex financial model for my multi-location business with various revenue streams. Michael's expertise and commitment were unparalleled. He quickly understood the intricacies of my business. He tailored a commendable financial model that captured the complexities of our operations and enabled a comprehensive analysis of our financial performance and future planning. Unlike other experts we worked with, Michael wasted no time and efficiently executed the project. The financial model he crafted not only proved to be accurate but also offered valuable insights for making informed business decisions. His analytical skills and deep understanding of financial dynamics exceeded our expectations. I wholeheartedly recommend Michael!

-Zahnia H.

I can't thank SBFI enough for their invaluable support in shaping the success of my business. Michael's expertise in financial modeling was a game-changer, allowing me to assess my business's viability before taking the leap. What set SBFI apart was their personalized approach – Michael took the time to interview me, gaining a deep understanding of my business. This personal touch made me feel like I had a true partner in the journey. His honest insights into financial options, coupled with an optimistic outlook, not only managed my expectations but expanded them, giving me the confidence to move forward with business expansion. With SBFI, it felt like more than a service; it was a collaborative effort in growing my business.

-Marlee J.

Financial tips & Topics

Small Business Financial Intelligence Presents: Integrating Models With Business Strategy

Small Business Financial Intelligence is here to help you integrate financial models into your small business strategy. Read on to discover insights on alignment, scenario planning, and adapting to change!

The Impact of Macroeconomic Variables On Financial Modeling

Discover how macroeconomic variables like interest rates, inflation, and exchange rates impact financial modeling for small businesses. Read this blog to learn expert strategies to refine your projections and thrive in any economic climate!