Building The Financial Model for Your Contracting Business

Watch this 5-minute video from Equity Acceleration Partners CEO, Keith Knutter, as he explains how EAP connects sales, marketing and operations into our financial model for a complete picture of the 1-year to 3-year plan.

Equity Builder: Finance Focus

EAP Finance Coaches, a team of certified & experienced finance professionals, manage your financial model and establish a robust framework that helps you identify critical drivers and uncover potential vulnerabilities in your contracting business.

We Identify, Discuss and Solve Your Issues Related To:

Core Planning

  • Annual Budget Development: We create comprehensive financial plans that align with strategic objectives, establishing revenue targets, expense budgets, and capital allocation across departments and business units.

  • Rolling Forecasts: We regularly update financial projections based on actual performance and changing market conditions, typically done quarterly or monthly to maintain accuracy and relevance.

  • Strategic Planning Support: We conduct scenario analysis, evaluate investment opportunities, and provide financial modeling to support long-term business decisions.

Analysis and Reporting

  • Variance Analysis: We focus on comparing actual results to budgets and forecasts, identify significant deviations, and investigate root causes to understand performance drivers.

  • Management Reporting: We design executive dashboards, monthly financial packages, and key performance indicator (KPI) reports that provide insights into business performance.

  • Profitability Analysis: We examine margins by product line, customer segment, or business unit to identify areas of strength and opportunity for improvement.

Decision Support

  • Business Case Development We create financial models for new initiatives, acquisitions, or capital investments, evaluating return on investment and payback periods.

  • Cost Analysis: We examine operational expenses, identify cost reduction opportunities, and support pricing decisions through detailed cost structure analysis.

  • Cash Flow Management: We forecast cash needs, managing working capital requirements, and ensuring adequate liquidity for operations.

Performance Management

  • Financial Control: We establish budget controls, approval processes, and monitor systems to ensure spending aligns with approved plans.

  • Business Partnering We collaborate with department heads to understand operational drivers and translate business activities into financial impacts.

  • Process Improvement: We focus on streamlining financial planning processes, implementing new tools and systems, and enhancing the accuracy and efficiency of financial analysis.