How we can help with

Financial plan

Are you looking for a well elaborated financial plan to communicate to investors, banks, and public funding agencies? Would you like to make sure that you know your financial goals and financing needs over time, have a good basis for business valuation, and benchmark the development of your company towards others? We are providing you with financial planning advice in establishing a well-thought-through financial plan with all its elements, benchmarking and challenging your existing financial plan, and replanning in case of a strategy change. We help you in setting your financial goals and use a strategic financial plan.

Your challenges in preparing a sound financial plan

What is my company’s liquidity and how will it develop in the near future? What are my financial goals?

How much room for manoeuvre and budget does my company have in the next 24 months?

My company is applying for external financing (bank, subsidy) and needs a financial plan.

We’re looking for an investor and need a financial plan.

Our business is growing fast and we want to calculate our funding needs and have clear financial goals.

I’m selling my company and need a financial plan for my business assessment.

I want to set financial goals to guide my business and I need a financial planning advice.

Project-lead by a senior partner​

Petra Wolkenstein © Konsultori

Petra Wolkenstein, CEO Konsultori

Petra is a highly accomplished professional with a wealth of experience in strategy and driving business growth. She specializes in providing strategic guidance and expertise in the areas of strategy, M&A, and growth. Petra is also an Investor and General Partner for Africa Startup Wise Guys, actively supporting and nurturing innovative startups in Africa.

With hands-on experience working with startups and investors since 2012, Petra has successfully led funding rounds and sales in diverse industries such as cybersecurity, eCommerce, SaaS and HealthTech. Petra’s extensive expertise with financial plans, coupled with her proven ability to drive growth and navigate complex business areas, make her a valuable asset in the fields of strategy, M&A, and business development.

Expert partners

Work with experienced partners and benefit from their knowledge, proven strategies and decades of experience.

Hands-on Guidance

Receive ongoing, hands-on guidance to ensure effective and practical solutions throughout the process.

Diverse expertise

Access a broad range of expertise across strategy, organization design and finance, using trusted frameworks.

Tailored Solutions

Receive actionable advice tailored to your specific needs to ensure your company achieves its goals.

Financial plans for external financing
1 +
Company valuations done
1 +
M&A projects closed
1 +

How we give financial planning advice and set financial goals

Financial Plan © Konsultori

Key elements of work

  • We provide a stable, proven driver-based financial plan model customized to your business model (platform, professional services, production, SaaS, etc.)
  • We prepare your KPIs and historical metrics to be used for financial planning and setting financial goals
  • We discuss assumptions for future scenarios with you – the strategic financial planning
  • We implement your financial plan including assumptions
  • We providee a KPI and results overview, and an assumptions register
  • We discuss the need for adaptations in your financial plan with you, and any cash needs for financing or budgeting, and setting financial goals

Results you will get

Excel
Excel-based financial plan model
Financial plans
Financial plan scenarios and strategic financial planning
Indicators
Important KPIs and external investors short overview
Cash flow
P&L and free cash flow

Expertise we bring

Business valuation

We specialise in business valuations for early-stage startups. At this stage, the future growth of your business is still highly uncertain, meaning special methods for valuation must be applied. Late-stage businesses use the DCF method as standard, combined with a multiples approach. Sometimes, an asset valuation is also necessary.

Financial planning advice

In the service industries and technology sector especially (platform model, SaaS model, corporate sales), we have several years of experience and provide templates for financial plans which are challenged using benchmarks.

EU-certified international transfer consultant

In 2017 Konsultori became a certified international, cross-border transfer consultant under the EU project DANAE “Advisors in a Novel SME Transfer”

20 years of M&A experience

We have been active in the M&A sector for over 20 years (acquisition and sale of businesses and business shares).

Our process for a project with you

01.

Initial consultation & project outline

We engage in a thorough discussion to understand your specific needs, goals, timeline, budget, and general project requirements.

02.

Analysis of data history, KPIs and drivers

We will analyze your historical data and KPIs, as well as the drivers of your business model to build a thorough financial plan model.

03.

Growth scenario assumuptions

We provide a stable, proven driver-based financial plan model customised to your business model (platform, professional services, SaaS, etc.). We jointly define assumptions for future scenarios with you, thus providing strategic financial planning.

04.

Implement financial plan in three scenarios

We implement the assumptions defined into different financial plan scenarios.

05.

Results analysis and liquidity needs

We provide a KPI and results overview including an assumptions register. We discuss the need for adaptations with you, and any cash needs for financing or budgeting, and setting targets.

06.

Financial plan documentation preparation

You will get a financial plan model, as well as a documentation on your assumptions driving your assumptions to be able to communicate internally and externally.

Book a non-binding consultation

Petra Wolkenstein © Konsultori

You are not ready yet?

Free Fundraising course

Konsultori Academy

Scaling Readiness check

Scaling readiness check

Case studies

Insights

Other expertise in M&A

01.

Secure funding from investors

We provide guidance on investor identification, effective approaches, business readiness assessment, document preparation, negotiation tactics, company valuation, and demonstrating value to investors.

02.

Selling your company

We support you with strategic guidance in the preparation and selling of your company including valuation, potential buyer identification, deal structuring, due diligence, and executing the exit strategy.

03.

Company valuation

We develop, document, and provide the argumentation of a well-analyzed and benchmarked business valuation for your company.

04.

Business negotiation tactics

We work with you on your current negotiation challenge with tactics, preparation, guidance, briefing, and debriefing, as well as process and analysis to improve your negotiation results.

05.

Startup Acquisitions

If your market is consolidating and you’re looking to strategically acquire smaller businesses, we guide you in identifying potential targets, conducting due diligence, negotiating deals, and ensuring effective integration.