ExcelWhiz

EXCELWHIZ

Financial Modelling & Valuation in Australia

Dollar-driven financial analysis: business valuation, cash flow forecasting, scenario modelling, pricing strategy, feasibility analysis, and banking models, all built in Excel with best-practice structure for Australian businesses.

Who This Is For

Business Owners, Directors & Finance Teams

Model business performance, test scenarios, automate forecasting, and produce board-ready reporting packs, whether you run the business or run the numbers.

Property Developers & Investors

Feasibility analysis, cash flow waterfalls, and sensitivity models for development and investment decisions.

Banking, Mortgage Brokers & Lenders

Serviceability calculators, loan covenant tracking, refinancing models, borrower cash flow analysis, and portfolio stress testing for financial institutions and intermediaries.

Buyers, Sellers & Advisors

Business valuation for M&A, CGT, estate planning, and dispute resolution. Defensible, independent, and methodology-driven.

Startups & Fundraisers

Investor-ready financial projections, unit economics models, and capital raising decks with defensible assumptions.

Financial Modelling for Australian Business

Every model follows the Australian rules that move the numbers, so the output stands up to a lender, a buyer or the ATO.

GST treatment on every line

Revenue and cost lines carry their GST character, so the profit and loss reports exclusive amounts while the activity statement and the cash flow read the inclusive ones, and the BAS reconciles to the same transactions table.

ATO depreciation and asset schedules

Asset schedules follow ATO effective lives and the decline-in-value pools, with the instant asset write-off threshold held in a single input cell so a change in the rules flows through the model.

Australian accounting standards

Statements follow AASB presentation, including AASB 16 leases in property and retail models and AASB 121 where a group translates an overseas subsidiary into Australian dollars.

Division 7A and related-party funding

Where a company funds a shareholder or an associate, the loan terms, the minimum yearly repayment and the dividend treatment sit on the assumptions sheet, so the model shows the consequence before the decision is made.

Need a Financial Model?

Whether you need a business valuation, cash flow forecast, scenario analysis, or pricing model, we build it in Excel with best-practice structure and financial modelling rigour.

Get a Quote

Or call 0415 777 620 to discuss your project