Customized Modeling Tools to Unlock Financial Potential
Financial Modeling Services for Every Industry
Over 30 Years of Financial Analysis Experience

Broaden Your Business’s Financial Horizons

Unlock the true potential of your business. Prepare for your financial future with clear insight and an expert’s perspective! Small Business Financial Intelligence helps entrepreneurs like you understand your finances in detail.

Our customized Decision Tools (also known as financial models) empower small business owners to make intelligent financial decisions. With tailored financial modeling services, our mission is to help you achieve and exceed your business goals.

Financial Forecasting That Sets You Up for Success

Looking to optimize your budget as much as possible? Trying to decide whether to make new acquisitions or grow your company organically? With a customized Decision Tool, you can simulate various scenarios, foresee potential outcomes, and make more informed decisions to drive your business forward.

Small Business Financial Intelligence leverages more than three decades of financial planning and analysis experience to construct comprehensive financial models illuminating your business' economic landscape. Check out our FAQs page to see a sample model of a Decision Tool.

Why Do You Need Financial Modeling Services?

Financial modeling isn't just about numbers. It's about gaining invaluable insights that can play a pivotal role in determining the future of your business.

Whether seeking to raise capital, plan for growth, or make strategic decisions, a customized Decision Tool created by Michael Dorsey can provide the clarity and foresight you need to succeed in today's dynamic business landscape. Schedule a consultation with Michael today!

Make More Informed Decisions

With our set of customized Decision Tools, you can navigate through complex financial situations with confidence.

You can make proactive decisions that align with your business goals and aspirations by analyzing revenue variables, expense forecasts, and other critical financial factors.

Raise Capital or Grow Organically

Whether you're looking to secure more funding or expand your business organically, our project finance modeling provides the strategic roadmap you need to achieve your objectives.

From assessing debt consolidation options to projecting earnings, we’re here to do whatever it takes to help you chart a course for sustainable growth.

Plan Your Company’s Future

Ready to gain a clear vision of your company's future with our comprehensive financial models?

By examining current realities and exploring potential scenarios, you can develop robust strategies that position your business for long-term success.

Start Predicting Your Business's Financial Future

Forecasting the financial future of your business can be a complex course to navigate. Having an objective FP&A Analyst to provide you with an utterly non-biased analysis of your present and future financial situation can give you the clarity you need to realize your company’s potential.

Regardless of what industry your business resides within, Michael has the experience, resources, and analysis necessary to build a successful model for your financial future. By appropriately assessing your company's past, present, and future finances, you can finally get your business to perform the way you’ve always envisioned it should.

It’s time to take the first step toward unlocking your business's full potential! Fill out our contact form to schedule a consultation with Michael Dorsey today and discover how our Decision Tools can empower you to make smarter financial decisions and achieve all your business objectives.

Our Financial Modeling Process

Initial Meeting

We’ll answer all your questions when it comes to our financial modeling services. Let us help you understand exactly how our electronic spreadsheets are modeled based on your financial situation and future goals.

Discovery Discussion

We’ll review all aspects of your company – from analyzing your current financial situation to assessing all your future objectives and goals – to create an accurate financial model tailored to your business.

Further Discovery

We’ll conduct weekly meetings with you to sift through your company’s financial data and operations. All business drivers are uncovered and reviewed based on how you see your business currently and in the future. Primary and secondary drivers are owner determined and installed in the model as levers.

Model Delivery

The iterative and collaborative discovery discussions that identified all primary and secondary drivers will culminate in a final meeting where the delivery, explanation, and documentation of a customized Decision Tool will take place. The levers can be pulled to model infinite current and future business scenarios, thereby improving business decision making.

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!