Financial Modelling

The construction of a robust financial model is the cornerstone of accurate, informed and timely commercial decision making and forecasting.  

We have extensive experience in building financial models to assist you in the following areas:

  • Mergers and acquisitions
  • Investment decisions
  • Budgeting and forecasting
  • Major projects
  • Commercial analysis
  • Building financial models for businesses undertaking an IPO
  • Valuation and discounted cash flow models
  • Budgeting and financial forecasts for internal/external stakeholder reporting
  • Models to support project finance, M&As, MBO’s or LBOs
  • Refinancing and equity raising analysis
  • Acquisition and business roll up scenarios
  • Stand alone operating models including PropCo and OpCo scenario’s
  • Finance process improvement and dashboard capability
  • Bank and debt analysis

Our approach to financial modelling enables the identification of key value drivers and the assessment of key input variables. 

Frequently Asked Questions

Financial modelling services involve the creation of structured, data-driven models that help businesses make informed financial decisions. These models simulate various scenarios, enabling organisations to forecast outcomes, assess risks, and evaluate strategic options.

In New Zealand, financial modelling is a critical tool for businesses navigating mergers, acquisitions, budgeting, and investment decisions.

Robust financial models provide clarity and confidence in decision-making. They help businesses:

  •  Forecast financial performance
  • Evaluate investment opportunities
  • Support funding and refinancing
  • Analyse mergers and acquisitions
  • Improve internal and external reporting

RSM’s financial modelling services are designed to identify key value drivers and assess input variables that influence business outcomes.

Any organisation making strategic financial decisions can benefit. This includes:

  •  SMEs and corporates
  • Startups preparing for investment
  • Businesses undergoing restructuring
  • Companies planning mergers or acquisitions

RSM offers a wide range of financial modelling services, including:

  •  M&A scenario modelling
  • Budgeting and forecasting tools
  • Valuation and discounted cash flow models
  • IPO readiness models
  • Project finance and roll-up analysis
  • Debt and equity raising models
  • PropCo and OpCo operating models
  • Dashboard and finance process improvement

Their models are tailored to each client’s needs, ensuring relevance and accuracy.

A DCF model estimates the value of a business or project based on future cash flows, discounted to present value. It’s a key component of RSM’s financial modelling services, especially for valuation and investment analysis.

Models simulate the financial impact of a transaction, helping assess feasibility, funding requirements, and post-deal performance. RSM builds models for both buy-side and sell-side advisory.

Yes. RSM’s models provide dynamic tools for budgeting and forecasting, enabling businesses to plan effectively and respond to changing conditions.

It’s a financial model designed to support businesses preparing for an Initial Public Offering. It includes forecasting, valuation, and scenario analysis to meet investor and regulatory expectations.

Models generate clear, data-backed insights for internal and external stakeholders. This improves transparency, supports funding applications, and enhances board-level decision-making.

Contact RSM New Zealand for an initial consultation. Our team will assess your needs and build a tailored financial model to support your strategic goals.

HOW CAN WE HELP YOU? 

Submit your questions, comments, or proposal requests.