Services
Model Reviews & Audits
Independent review and validation of your existing financial models -- identifying errors, improving structure, and preparing for third-party scrutiny.
What We Deliver
A rigorous, independent assessment of your model's accuracy, structure, and presentation quality.
Error Review & Correction
Line-by-line audit of formulas, references, and logic flows to identify and correct errors before they reach your lender or investment committee.
Standardization & Best Practices
Restructuring your model to follow institutional formatting conventions -- consistent naming, color coding, assumption isolation, and clear output summaries.
Third-Party Audit Preparation
Getting your model audit-ready for institutional equity partners, lenders, or third-party reviewers -- with documented assumptions, linked sources, and clean navigation.
Assumption Validation
Independent review of key assumptions against market data, comparable transactions, and industry benchmarks to ensure defensible underwriting.
Our Process
A structured, transparent engagement from first call to final delivery.
Discovery Call
We begin with a brief call to understand the model's purpose, its stakeholder audience, and any known concerns or areas of focus.
Scope & Proposal
We provide a clear scope of review -- from a targeted error check to a full structural audit -- with a proposal delivered within 48 hours.
Model Review
Our team conducts a systematic review of your model, documenting every finding with severity ratings, recommended fixes, and supporting notes.
Review & Delivery
You receive a detailed audit report alongside the corrected model. We walk through findings in a live review session.
Ongoing Support
Post-delivery support is included. If your lender or equity partner requests changes, we address them promptly.
“Their audit of our existing model uncovered critical errors that would have cost us on our next capital raise. The corrected model gave our equity partners immediate confidence in our underwriting.”
David Chen
Director of Finance, Pacific Industrial Group
Ready to get started?
Send us your model and we'll provide a preliminary review scope within 48 hours. No obligation, no surprises.