You want to focus on making high-quality business decisions.
We take care of the financial modelling.
With our proven track record we do not only build a model, but we also act as a sounding board for senior management. Valuaris applies a structured, transparent and flexible approach for its modelling. And we apply the globally accepted FAST Standard, which takes financial modelling to the next level
20+ years
financial modelling EXPERIENCE
200+ models
number of models built & reviewed
10+ years
application of FAST Standard
Our focus
transparency
Our models are easy to understand. By modellers an non-modellers alike. The structure and the assumptions made are well-documented. This is key to a successful communication with our clients and with any other model recipients
FLEXIBILITY
Our models can easily be adapted when new information arrives. You may easily add additional modules to the model, switch between different scenarios or generate additional model outputs
Structure
We apply a consistent approach to the layout and organization our of our financial models. This is essential for building, understanding and maintaining a model
SPEED
We dramatically reduce the time required until model delivery by our best practice approach, by using excellent productivity tools and not least because of our experience from multiple modelling mandates
Models that we have built
Business Valuation
Management Reporting
Intangible Valuation
M&A
FP&A (Financial Planning & Analysis)
Impairment Testing
Liquidity Forecast
Purchase Price Allocation
Bank Reporting
Project Finance
Consolidation Tool
Option Valuation
How to avoid typical pitfalls in modelling
Issue
Description
Solution
Reliance on model builder
Many financial models are built in the author’s own “modelling language”. As a result, models may be error-prone and fully understanding a model is very time-consuming. Also, the transfer of the model’s ownership is difficult
Applying a globally accepted modelling standard like FAST serves as a common language
No clear distinction between input, calculation and output
The input of the model assumptions is not clearly separated from the calculations. The calculation sheets in many cases also serve as output sheets. As a result, running scenarios is very time-consuming. Also, there is a conflict between a nice design and the calculation integrity of a model. And errors from outdated assumptions may result
Create designated worksheets for input, calculation and output
Lack of documentation
The structure of the calculation flow within a model is not adequately documented. For a model recipient or reviewer this leads to additional time to understand the model
Model features such as a instructions, a calculation flow chart or a change log simplify the understanding and build confidence
Inconsistent structure
Many models lack a consistent column structure (e.g. the first actual period is always in a specific column throughout the model). Or in one row there are different formulas. This requires time-consuming manual work and is a potential source of errors
Only one formula per row and a consistent timeline throughout the model
Missing deadlines & Cost overrun
Very often models are difficult to adapt if new information becomes available and there is no formal review process. Or modelling assignments run into cost overruns. This results from poor planning, overly complex structures, the lack of adequate training and adequate productivity tools
With a structured approach and the use productivity tools, the time for model building often shrinks from weeks to a few days or even just hours. Training of the modelling team increases their productivity
We apply the FAST Standard
Since more than a decade, the FAST Standard for financial modelling is well established within the financial modelling community. It has been endorsed by the ICAEW (The Institute of Chartered Accountants in England and Wales) already in 2014 as the only standard which meets its good modelling practice. The acronym FAST has the following meaning:
FLEXIBLE
APPROPRIATE
Models must reflect key business assumptions directly and faithfully without being over-built or cluttered with unnecessary detailSTRUCTURED
A consistent approach to structure workbooks, worksheets and formulas within a model is key to retain a model’s integrity over time even when the model owner changesTRANSPARENT
Models must rely on simple, clear formulas that can be understood by other modellers and non-modellers alike. Clarity of logic structure and layout assures the model’s integrity.You need modelling support?
Whether you need an entire financial model, a model audit or a customized training in modelling for your team: Please get in touch.