Long Term Financial Planning
In the realm of long-term financial planning, precision and adaptability are paramount. Advanced360 Solutions rises to the challenge with a comprehensive approach that extends over a five-year horizon, meticulously capturing all known expense variations, whether operating or capital-related.
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Date
November 14, 2020
Client
Somos
Category
Tech Financial Model
Location
USA
Overview Project
At the heart of their solution lies a flexible model structure, offering default inputs while empowering clients to exert control over annual product demand, pricing adjustments, and cost fluctuations at a granular product level. Augmented by built-in sensitivity analyses, this model unveils a spectrum of potential outcomes, enabling stakeholders to navigate diverse product adoption scenarios with confidence.
The Problem
SOMOS needed a long-term, product-driven financial forecast. Some products were mature and relatively stable, while others were new and others not yet in development.
Our Solutions
Financial projections captured all known expense changes – both operating and capital – over the upcoming five-year period. Flexible model structure provided default inputs based on client information, but allowed for client-controlled annual product demand, pricing adjustments, and cost adjustments at the product level. Built-in sensitivity analyses provided a range of results to assess the impact of different product adoption scenarios. Model produced annual product contributions, aggregate results rolled into a consolidated P&L, and incorporated five-year cash flow analysis, KPIs, and visualization dashboards.
Customized solutions to solve business needs, reduce expenses and drive profitability 