The engagement
We assist businesses with preparing and reviewing financial plans for new projects, expansion and restructuring. Models are developed around the proposed operation and tested against changes in important assumptions.
Scope of work
- Business plans and financial projections
- Project reports and financial feasibility studies
- Capital expenditure and working capital assessment
- Cash flow, break-even and scenario analysis
- Financial restructuring and management information review
- Financial performance and business-process review
- Cost analysis and strategic planning support
Engagement deliverables
Depending on the engagement, deliverables may include a financial model, project report, assumptions register and sensitivity analysis. The report identifies the information provided by management and matters requiring further validation.
How the work begins
- Describe the requirement. Identify the entity, proposed transaction or matter and any deadline.
- Review acceptance and scope. We assess the facts, competence, independence and other relevant professional requirements.
- Agree written terms. Confirm responsibilities, records, deliverables and the intended use of the work.
Common question
Does a project report establish that a project will succeed?
No. A report assesses the proposal against stated assumptions. Actual outcomes depend on execution, financing, demand and other factors that must be monitored.