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Expert Financial Deep Dive Services
Financial
Deep Dive
In-depth financial models are key in building investor trust, informing decision-making, and demonstrating crucial strategic planning skills.
Our Comprehensive Financial Deep Dive Services
The process of creating in-depth financial models involves several key components that serve as the essential foundations for a clear understanding of a target company's financial condition, showcasing strategic planning capabilities.
Detailed Models:
Revenue- Expenses
- Start-up sources and uses
- Investor opportunity
- Valuation
- Depreciation
- Amortization
- Balance sheet
- Exit strategies
FAQs
What is a Financial Deep Dive?
A Financial Deep Dive is a comprehensive analysis of a company's financials. It involves examining financial statements, cash flow, and other critical financial metrics to uncover insights that can help optimize financial performance and guide decision-making.
Why should I consider a Financial Deep Dive for my business?
A Financial Deep Dive provides a detailed understanding of your company’s financial health. It helps identify inefficiencies, risks, and growth opportunities, enabling you to make informed strategic decisions based on financial ratios.
How do Financial Deep Dive Services differ from traditional financial analysis?
Financial Deep Dive Services go beyond surface-level financial analysis by providing a granular examination of all financial aspects, including cash management and profit assessment. This includes in-depth insights into profitability, cash flow, liabilities, and financial sustainability.
Who benefits from Financial Deep Dive Services?
Businesses of all sizes can benefit, especially those looking to improve financial performance, prepare for investment rounds, or restructure their operations. It’s also valuable for companies undergoing mergers, acquisitions, or rapid growth to analyze their financial impact.
How long does a Financial Deep Dive usually take?
The duration depends on the complexity and size of your business. Typically, it takes between 1 to 4 weeks to conduct a thorough analysis and deliver key financial insights.
How can a Financial Deep Dive help improve my cash flow?
By identifying inefficiencies in your current financial operations, a Financial Deep Dive can provide strategies to optimize cash flow management, reduce unnecessary expenses, and improve liquidity.
Can Financial Deep Dive Services help prepare my business for investors?
Yes, the insights gained from a Financial Deep Dive can enhance your financial transparency and present a clear, data-driven picture to potential investors, making your business more attractive for funding.
What financial documents are needed for a Financial Deep Dive?
You will need to provide financial statements such as balance sheets, income statements, cash flow statements, and any relevant financial forecasts. Additional documents may be required depending on the scope of the analysis.
Are Financial Deep Dive Services only for large corporations?
No, businesses of all sizes can benefit from Financial Deep Dive Services that enhance their financial intelligence. Small to medium-sized businesses often find this service especially valuable when preparing for growth or addressing financial challenges.
What are the outcomes of a Financial Deep Dive?
The outcomes include a detailed report outlining your financial health, identification of risks and opportunities, and strategic recommendations to optimize your financial performance.
How much do Financial Deep Dive Services typically cost?
The cost varies based on the size and complexity of the business. We offer tailored packages to meet the specific needs of your company. Contact us for a detailed quote.
How often should I conduct a Financial Deep Dive?
It is recommended to conduct a Financial Deep Dive annually or whenever significant business changes occur, such as before mergers, acquisitions, or major investments.
What are the key deliverables of a Financial Deep Dive Service?
The key deliverables include a comprehensive financial report, actionable insights, financial forecasts, risk assessments, and recommendations for improving financial performance.
Can Financial Deep Dive Services help with financial forecasting?
Yes, part of the service includes creating accurate financial forecasts to help you plan for future growth and navigate potential financial challenges.
What makes Amos & Advisors' Financial Deep Dive Services different?
Our approach is tailored to your business's unique needs, combining deep financial expertise with strategic insights to deliver comprehensive solutions that drive results.
Can Financial Deep Dive Services uncover hidden risks in my business?
Yes, a thorough financial deep dive helps identify potential risks that may not be immediately visible, allowing you to address them proactively.
Testimonials & Reviews
Read what our clients have to say.
Amos + Advisors are very professional and great to work with. They quickly put together a comprehensive business plan, financial projections, and pitch deck. We are a new company with a straightforward idea. Ann Marie and Marcus brainstormed our simple idea into an exciting new concept that engages through storytelling, highlights the problem we are solving, and proves that our business plan is not just an abstract idea but a viable, valuable strategy. Not only are they brilliant and talented at what they do, but they are also a pleasure to work with. They spent quality time with us during conference calls, answering all our questions. They tried to get to know us as individuals and understand our company goals to serve us better. We are very grateful for the work that they have done so far, and we will continue to hire them for other tasks as we grow our new company.
CRE
On behalf of NVME, its founders, shareholders, and team, we wish to thank Marcus Diggle and Ann Marie O’Shea of Amos and Advisors. The Amos team expertly and thoughtfully facilitated a genuine, focused discussion and planning process, toward establishing NVME’s Business Plan and Presentation Deck. Marcus and Ann Marie’s insights, experience, and evidence-based analysis, enabled NVME to construct an informative and insightful Business Plan and Presentation Deck, preparing for the next stage of NVME’s evolution, global footprint, and leadership. The world is different from it was just a few years ago, and Amos enabled NVME to demonstrate transformational formulation and purpose in the planning of who NVME is and what NVME does.
NVME
Amos went above and beyond with our delivery and every item ordered was even better than we could've imagined! We are a start up with essentially no materials and Amos created a 20-page detailed yet concise, well-researched, and clearly defined business plan with extensive sales kit, along with comprehensive finances to support our funding rounds. We held weekly meetings where we really dove deep into the subject for 2 hours - her team's enthusiasm and competence really impressed us, together with their strategic advisory and industry insight, marketing excellence and deep business knowledge. Absolutely will keep working with Amos in all our future projects! Highly recommended!
Aeraqua
This was the MOST AMAZING experience I have ever had. Ann Marie and her partner Marcus are the best and most professional. They researched and provided extreme value. The end result was near perfection!! I have been doing business plans and pitch decks as an entrepreneur for years and this is ridiculously good!! worth at least 10k!! Video calls and everything to make sure the process was smooth and easy! Even ChatGPT gives its blessing! 97.1% PERFECT!! They even delievered on time!! Thank you soooo much!! I can't wait to show this to investors and get funded!
Cram Tutoring
I’m so grateful you are part of my startup journey. As a first-time entrepreneur, navigating through various terminologies and procedures was a challenge, but your guidance simplified it all. Your innovative business plan and financial plan are truly impressive. I’m sure that our proposal will succeed, make positive impact on millions of students.
School X
I had the privilege of working with Marcus and Ann Marie on developing a business plan and pitch deck for my entrepreneurial venture, and I can't express enough how impressed I am with their services. From the very beginning, their professionalism shone through. They took the time to truly understand my vision and objectives, and their expertise in crafting a comprehensive business plan was evident at every step of the process. I highly recommend Marcus and Ann Marie to anyone in need of business planning and pitch deck services. Their professionalism, competence, and ability to put you at ease make them a standout choice. Thank you, Marcus and Ann Marie, for your outstanding work.
Via Contractors
As a startup, we requested help freshening up our business plan and projected financials along with a pitch deck for seed fundraising. Great feedback and direction from Amos. Exceeded my expectations on all levels. The communication was clear and deliverables were perfect.
Energy Hire
Ann Marie and Marcus are consummate professionals. Easy to work with and delivered exactly what we were looking for. They created a very engaging pitch deck, robust business plan, and comprehensive financial models.
Trybe
Ann Marie and Marcus are very professional and great to work with. They quickly put together a comprehensive business plan, financial projections, and pitch deck. We are a new company with a straightforward idea. Ann Marie and Marcus brainstormed our simple idea into an exciting new concept that engages through storytelling, highlights the problem we are solving, and proves that our business plan is not just an abstract idea but a viable, valuable strategy. Not only are they brilliant and talented at what they do, but they are also a pleasure to work with. They spent quality time with us during conference calls, answering all our questions. They tried to get to know us as individuals and understand our company goals to serve us better. We are very grateful for the work that they have done so far, and we will continue to hire them for other tasks as we grow our new company
Nova Star
Ann Marie and Marcus delivered EXCEPTIONAL quality in our business plan and pitch deck, showcasing their professionalism, keen attention to detail, and impressive data presentation skills. Working with them was a breeze thanks to their timely delivery, fluency, and prompt responses. 🙌 Their patience, kindness, and dedication truly set them apart. I'm looking forward to more collaborations and can't thank them enough for the comprehensive assets provided.
Hawian Legacy
I am delighted to share our exceptional experience with AMOS, and specifically Marcus and Ann Marie, who have transformed our concept into a fully-fledged business.From the initial stages, Marcus and Ann Marie understood our vision and shaped a comprehensive business plan. They crafted investor presentations that effectively highlighted our business potential, significantly enhancing our investor appeal. We wholeheartedly recommend AMOS to any business seeking a partner that delivers exceptional results and becomes an integral part of their success.
emotii
I had the pleasure of working with Amos & Advisors to develop my business plan, financials and venture capital deck and I couldn't be more impressed with the results. From start to finish, the experience was nothing short of outstanding.They were always available whenever I had questions or needed guidance, which was incredibly reassuring as an entrepreneur navigating the complexities of business planning. They approached every interaction with a high degree of expertise and attention to detail, demonstrating a deep understanding of both the technical aspects of my business as well as the nuances of venture capital fundraising. Their ability to communicate complex concepts in a clear and concise manner was invaluable for my target audience. Everything produced was of the highest caliber, reflecting a meticulous level of research, analysis, and strategic insight.
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