Custom Excel Models

SLM has built many custom Excel models. Most financial models use graphics to present financial results as well as printed reports. Models calculate and display rolling twelve-month periods to remove any seasonal trends.

Models include operating statements, balance sheets, and cash flows as well as calculations of all significant business ratios and can be used for projecting future financial results, budgeting, planning, management, and trend recognition. SLM, working with CPA firms, has also prepared financial proformas for three private placement offerings.

SLM has built models for the following types of businesses:

Q	Property & Casualty Insurance
Q	Information Technology Services
Q	Pressure Washer Manufacturers
Q	White Board Manufacturers
Q	National Television and Radio Media
Q	Nationally Franchised Hotel Chains
Q	Regional Grocery Store Chains

Q	Franchised Automobile Repair Chains
Q	Sign Manufacturers
Q	Cleaning Supply Companies
Q	Aviation Service Companies
Q	Health Maintenance Organizations
Q	National Service Cooperatives
Q	Pet Supply Companies

Each model is a complex financial tool requiring several months to complete and refine. After development, the models are turned over to the company’s accounting department for continued use in management, planning, and budgeting.

SLM has also developed many smaller models for use as marketing and sales tools to present cost proposals to prospective clients in various businesses.

We welcome the opportunity to discuss the development of any type model for your organization.