Financial Modeling Software

After completing the Fiscal Focus Analysis and Performance Benchmarking, we can deploy the software-as-a-service version of our sophisticated financial modeling software to allow you to continue measuring all of your key metrics moving forward.

The software sits on top of your standard P&L and balance sheet to deliver a powerful set of data that will allow you to make the best business decisions, in real time, to increase the value of your business.

Have your team use the software to quantify, in real time, the cost and value of every key business decision before you make it.

Powerful SaaS for Your Team


The Crystal Ball Decision-Making Tool

Perhaps the most powerful elements of the software, the crystal ball leverages the entire set of data in an easy-to-use scenario builder that allows you to view your projected financial results of almost any key business decision you’ll make in the future.

Input the cost of any investment or change in business practice that affects one of the 8 key value drivers and receive the answer to these key questions:

Should we make the change?

This will tell you if the decision increases the value of your company. 

Can we make the change?

This will tell you if you can afford to make the change. 

If both are yes, you’re improving the value of the company. Use the crystal ball to validate every key business decision on a monthly basis.

“Ken’s years of working with family offices impressed us, so we engaged him to assist us with the assessment and development of our own executive staff. Ken knows people and business. His teaching, coaching and assessment work with our senior staff has been remarkable.”

Ward McNally and Frank McGrew
Managing Partners, McNally Capital

Interested in learning more?