Strategic Planning

Modano provides leading businesses with investment banking quality strategic planning capabilities to provide clarity and control over ongoing decision making processes.

The CFOs and strategy teams behind the world's most successful businesses no longer rely on deal-specific financial models developed by their transaction advisors under duress. Instead they are transaction ready at all times.

Transaction readiness requires maintaining a real-time strategic planning model with key strategic decision making tools including scenario analysis, valuations and dashboard outputs. Modano makes this easier than ever.

Get Started Request Model Build

View more libraries

Clarity and control

Microsoft Excel remains the leading platform for developing custom driver-based strategic planning models. Modano fixes the common problems involved in building and maintaining these models.

Automatically roll forward your strategic planning model each quarter or year, while instantly adding new categories of revenues, expenses, assets or debt as your business evolves. Then add new custom scenarios or a DCF valuation with the click of a button.

Modano's technology is so advanced that many of our users use the same financial model, or group of integrated financial models, to run their budgeting, strategic planning and deals processes, no longer relying on less accurate models built by deals advisors.

Preview the example model below that is available to download with your Modano subscription or get in touch with the team to discuss a specific Strategic Planning model build.

See Example

Get In Touch

Contact our experts to discuss implementing Modano in your organization.

Get The Latest News

Stay up-to-date with Modano developments including new example models, content and learning exercises.

2. Your Details

Full Name * Full Name *

Company Name * Company Name *

Business Email * Business Email *

Position * Position *

Financial Modeling Skill Level *

I Build Models For *

Phone Number * Phone Number *

Country *

Industry *

Time Zone *

Preferred Contact Method *

How did you discover Modano? *

Referral Code Referral Code

3. Your Model Requirements

Types of model

What is your budget for this model?

Turnover of business to be modeled?

Please provide a general description of the business(es) to be modeled:

What is the primary purpose of the model?

Do you have an existing model?

What is the legal structure of the business?

What is the jurisdiction of the business for taxation purposes?

What currencies need to be included in the model?

What will be the initial time series characteristics of the model?

If including historical data, will the model need to be periodically rolled forward?

What accounting package is currently being used by the business?

How would you like to forecast the revenues and expenses of the business?

Are there any unusual working capital or assets treatments that need to be reflected in the model?

What is the current capital structure of the business?

Are there any complex or unusual debt, equity or taxation treatments that will need to be reflected in the financial model?

Which taxes other than corporate taxation need to be included in the model?

What other functionalities would you like in the model?

Provide any other information to assist us in understanding your model requirements:

Attachments

Add another file