SERVICES / 04 · FINANCE
Financial Models and Materials. From the experts.
Models, lender packages, decks and cash forecasts, built under a former private-equity investor, with set turnaround times and a fixed price quoted after a short call.
How it works
01
A 15-minute call
What you need it for, and by when.
02
You send your numbers
Financials and your assumptions. We tell you exactly what we need.
03
We build it
On the turnaround in the offering list below, at the price agreed up front.
04
We walk you through it
Live formulas, clear assumptions, ready to use.
Offering list
Fixed price quoted on request, in writing, before we start. Turnaround counts from when we have your data.
| OFFERING | WHAT IT IS | TURNAROUND |
|---|---|---|
| Three-statement model | Linked income statement, balance sheet and cash flow, with live formulas | 5 business days |
| SBA / lender package | Projections, narrative and schedules a lender asks for | 48 hours |
| Pitch deck | Your story and numbers in a clear deck, with or without a model | 7 days |
| DCF analysis | Discounted cash flow built on your assumptions | 5 business days |
| LBO / returns model | Acquisition structure, debt schedule and returns | Draft in 72 hours |
| Confidential information memorandum | The full written profile of a business for sale | Draft in 72 hours |
| 13-week cash forecast | Week-by-week cash view, kept current monthly if you want | 5 business days |
| Monthly board pack | Results, key numbers and commentary each month | By the 15th |
| Finance operations retainer | Ongoing finance support for your business | Ongoing |
Questions
What do I need to send?
Your recent financials and the assumptions behind your plan. After the call we send a short list of exactly what we need.
How is it priced?
Every job gets a fixed price, quoted in writing after a 15-minute call, based on how many entities, scenarios and years it covers. No hourly billing.
Do you give investment or tax advice?
No. We build models and materials from the assumptions you give us. Decisions, and advice on them, stay with you and your advisers.
Fifteen minutes. A clear path forward.
Book a 15-minute callhello@sunrocksolutions.com
Sun Rock prepares financial models and materials from client-supplied assumptions. We are not a CPA firm, registered investment adviser, or broker-dealer, and do not provide investment, tax, legal, or securities advice.