Financial Modeling, CFO Advisory, and Start-up Advisory

Our advisory services drive strategic decision making and successful outcomes. Our past clients range from concepts and start-ups, to high net worth individuals (HNWI), hedge funds, and corporations with up to $200 million in EBITDA.

We provide world-class quality support to clients of all sizes for a fraction of the cost that companies spend with larger firms such as McKinsey and Goldman Sachs.

Our experienced professionals can be trusted to research, analyze, and build robust, dynamic financial models that help you evaluate the impact of strategic decisions and operating scenarios on how they could affect your revenue growth, EBITDA and free cash flow margin expansion, and valuation.

Table showing valuation sensitivity percentages versus current price, with EBITDA values ranging from $60,000 to $100,000 and EBITDA multiples from 6.0x to 12.0x, colored from red (negative) to green (positive).

Leadership Team

  • Smiling man in a suit and blue shirt against a plain background.

    Brian Weisman, CFA

    Brian is an all-around high impact financial consultant who guides you like an in-house CEO/CFO. For 14 years across Wall Street and Corporate America, he built 300+ bottom-up KPI driven proprietary financial models to analyze and value companies across sectors such as technology and media, consumer and retail, energy, financial institutions, and healthcare.

    Since launch, Brian has driven strategic and financial analysis for several clients from hedge funds, high net worth individuals, SaaS technology, and boutique fitness health clubs.

    He graduated with a Bachelor’s degree in Finance from NYU Stern. He is on the Board of Trustees for his local synagogue. Brian is a Chartered Financial Analyst (CFA) Charterholder. He also has over 14 years of experience as an energy investment banker, an investment professional at hedge funds, and a corporate development and FP&A leader in consumer products.

Services

  • Create custom financial models from scratch to analyze and identify the best ways to maximize growth, profitability, and ultimately valuation from your organic and inorganic strategic business decisions.

    Strategic corporate events include M&A, LBOs, IPOs, bankruptcies, financial and operational restructurings, and equity and debt capital raises.

  • Guide your start-up from concept through investor discussions.

  • Provide CFO consulting services.

  • Lead due diligence sessions with a management team on your behalf. Lead Q&A due diligence list creation.

  • Prepare, refine, and transform an existing business plan for investor purposes or create one from scratch.

  • Provide support in scenario analysis to respond to prospective investor requests.

  • Guide your business through complex and strategic corporate transformations.

References

  • It was truly a pleasure working with you this past year. Your support and dedication were invaluable to us. You consistently went above and beyond, and your contributions made a significant impact on our progress... We truly appreciate everything you’ve done and look forward to the opportunity to work with you again in the future.

    CEO at Boutique Gym Start-up Pre-Seed Round (Previous Client)

  • Brian led due diligence on an acquisition of a diversified broker-dealer platform. He investigated and ripped apart the financials and investor materials provided by the target. He prepared a robust, dynamic financial model valuing the business. Empowered with these insights, he led late-stage due diligence Q&A with the target's executive leadership team. Brian uncovered several financial and operational red flags that made the target uninvestable at management's current valuation. Within a few weeks of Brian's recommendation to pass, the target's CFO resigned. Brian's contributions have significantly mitigated risk in our strategy. Thanks for all your hard work. Looking forward to working with you again.

    President at Family Office (Previous Client)

  • Brian is one of the brightest and hardest working investment analysts that I have ever worked with. He has a high caliber character and a strong skill set. I am very happy to recommend Brian to any firm and give him my strongest endorsement.

    Portfolio Manager at Hedge Fund (Previous Employer)

  • As CIO, I worked directly with Brian on many investments. Brian is an outside the box and contrarian thinker. I consider him to be one of the sharpest and hardest working investment professionals I have ever worked with. Brian has my highest recommendation.

    CIO at Hedge Fund (Previous Employer)

Case Studies of Public Markets Analysis

Technology, Media, and Video Games

Spreadsheet of financial data related to a company, showing figures for Robux Consume Rate, Revenue, Bookings, Deferred Revenue, Net Change in Robux, and Robux in Bank. Data spans from 2020 to 2022, with quarterly breakdowns and highlighted cells in 4Q2022. Includes percentages for Experience Spending, Cosmetic Spending, Developer Experience Share, and Creator Virtual Item Share.
A financial model spreadsheet displaying data for fiscal years ending December 31, including levered free cash flow, retail segment sales in GWh for different regions, Texas segment generation with types of energy sources, and capacity factors for natural gas, coal, nuclear, and solar from 2019 to 2021. Certain figures and percentages are highlighted in yellow to emphasize specific data points.

Financial Institutions and Banks

Energy and Power Plants

Financial model table showing historical and projected data for diamond volumes, transaction values, and revenues from 2017 to 2023.
Financial model spreadsheet displaying quarterly data from 2020 to 2022, including metrics such as loans and securities, interest income, average assets, deposits, and interest costs.

Consumer and Retail

Contact Us

If you have a question about scheduling a consultation, please complete the contact form below and a member of our team will answer your question over email as soon as possible.

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