MODELING & ANALYTICS
INCREASING CONFIDENCE IN YOUR OPTIMIZED BUSINESS DECISIONS
WHY ECONOMICS PARTNERS?
ECONOMICS PARTNERS DELIVERS DYNAMIC, EASY-TO-FOLLOW MODELS
MANAGERIAL SUPPORT
EP’s custom modeling allows managers to ensure forecasts are consistent with internal expectations
INCREASE EFFICIENCY
EP’s well-built models will lower review times and increase confidence in decision making
TRAINING AND SUPPORT
EP’s experienced analysts assist in the training and implementation of the model
FINANCIAL FORECASTING & BUDGETING MODELS
EP builds highly dynamic, easy-to-follow models for forecasting and budgeting purposes using industry-recognized best practices
A dynamic DCF, while not meant to replace other indications of valuation, can give an approximation of value implied by the forecasted cashflows
EXAMPLE: A 5-10 year forecasted 3-way financial statement model
STRATEGIC DECISION-MAKING MODELS
We work with key stakeholders to develop an understanding of the business problem, outlining key assumptions and drivers, and desired outputs
We then create the model using industry-recognized best practices and assist in implementing the model
EXAMPLE: A model to investigate the financial impact of whether or not to develop a new product line (go / no-go decision)
MODEL HEALTH REVIEW
Our Model Health Review process analyzes existing models to find critical errors, highlight inconsistencies in logic, generate useful visuals and insights, and provide recommendations on how to improve the model
90% of all spreadsheets contain errors; these errors potentially have material impacts on the financial and / or KPI outputs of models
A model review will enable those who are already proficient in Excel to ensure their models are accurate and transparent
ECONOMICS PARTNERS’ MODELING & ANALYTICS TEAM USES INDUSTRY BEST PRACTICES
USING BEST PRACTICES ENSURES MODELS ARE
ACCURATE, DYNAMIC, AND EASY TO USE
MODEL STRUCTURE: Consistent, intuitive, and easy to follow
REDUCED COMPLEXITY: Shorter formulas, more rows, and intuitive logic
FORMATTING: Color coded, consistent, and obvious
CONSISTENT FORMULAE: Quicker review time, increased scalability, and less error prone
FLOW OF DATA BETWEEN TABS: Separate inputs, calculations, and outputs
USE OF CHECKS: Error identification and prevention
PROPER CIRCULAR REFERENCES: Reduced model drag and errors from iterative claculations
HEADERS / SECTION TITLES: Consistent and clear
INSTRUCTIONS / MODEL SUMMARY: Easy-to-use functionality and data flow visualization
FROM THE BLOG
5 KEYS TO BUILDING A CUSTOM EXCEL MODEL
Well-built models maximize simplicity and transparency as well as minimize the risk of errors. A custom-built financial model can provide the basis for any important decision by ensuring accuracy and interpretability of data.
CASE STUDY
CASE STUDY
START OPTIMIZING BUSINESS DECISIONS TODAY
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