Financial Modeling & Forecasting

See Further. Decide Faster.

We build financial models and forecasting tools that give leaders the clarity to make confident decisions and plan for multiple futures.

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What You Get

Growing organizations can't afford to navigate by rearview mirror. Expansion decisions, capital investments, hiring plans, and strategic pivots all require forward-looking insight grounded in reliable data.

We build financial models and forecasting systems that translate your historical performance into actionable projections. We help you stress-test assumptions, compare scenarios, and understand the financial implications of major decisions before you make them.

HD Growth Partners leverages advanced modeling technology to deliver faster, more accurate forecasts—giving leadership teams the information they need, when they need it.

What We Deliver

  • Custom Financial Models

    • Three-statement models (income statement, balance sheet, cash flow)
    • Unit economics and profitability models for multi-location operations
    • Capital investment and ROI analysis
    • Debt capacity and financing scenario models
    • Valuation models for transactions, equity events, or internal planning

  • Rolling Forecasts and Projections

    • Monthly and quarterly rolling forecasts
    • Revenue and expense projections by department, location, or product line
    • Cash flow forecasting with timing and liquidity analysis
    • Headcount and labor cost projections
    • Sensitivity analysis for key assumptions

  • Scenario Planning and Stress Testing

    • Best-case, base-case, and downside scenario modeling
    • Break-even and margin threshold analysis
    • "What-if" modeling for strategic decisions
    • Market condition and economic sensitivity testing

  • Dashboard and Reporting Integration

    • KPI dashboards
    • Variance reporting against forecast
    • Visual reporting for board presentations and investor updates
    • Integration with existing accounting and ERP systems

Who We Serve

Our financial modeling and forecasting services are built for organizations making significant decisions:

  • Middle-market companies planning expansion or capital investment

  • Multi-unit operators evaluating new locations or markets

  • Private equity-backed companies with investor reporting requirements

  • Healthcare organizations managing complex revenue cycles

  • Non-profits planning program expansion or capital campaigns

  • Family-owned businesses preparing for transition or succession

Our Approach

Built for Your Business

We don't use generic templates. Every model reflects your specific operations, industry dynamics, and strategic priorities.

Connected to Reality

Models are only useful if they're grounded in accurate data. We integrate directly with your financial systems to ensure projections reflect actual performance.

Designed for Decision-Making

Our deliverables are built to inform action—not sit in a folder. We focus on clarity, usability, and relevance to leadership decisions.

Continuously Updated

Forecasts evolve as conditions change. We provide ongoing support to keep models current and responsive.

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Why Organizations Choose HD Growth Partners

Organizations choose HD Growth Partners because we build custom financial models tailored to their specific business and industry, supported by advanced technology that accelerates development and enhances accuracy. Our modeling integrates seamlessly with accounting, tax, and CFO advisory services, creating a unified financial foundation. We deliver clear, visual outputs built for leadership and board decision-making, and we provide ongoing support to maintain and refine models as needs evolve. We help leaders see further and decide with confidence.

Build the Financial Visibility Your Organization Needs

Schedule a conversation to discuss your modeling and forecasting requirements.

Schedule a Consultation