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Comprehensive Financial Analysis. Peer Benchmarking. Automated, 3-Statement Projections. Model an Acquisition. Value a business under any scenario.


And get all of your key financial metrics graphed. 

You get all of this completed in less than an hour with COFIA, our comprehensive, integrated, and automated Private Business Financial Model.


COFIA is built in Excel, but no Excel skills are needed to use it. More than a spreadsheet, it’s a workbook that creates in-depth financial plansA Swiss Army Knife © for private company financial professionals, it provides a wide array of integrated tools so you can:

  • Review an in-depth color highlighted analysis of historic and projected performance

  • Easily prepare Projections - not just the P&L, but Balance Sheet & Cash Flow Statements

  • Estimate Business Value under any scenario  

  • Determine Debt Capacity / Credit Strength

  • Perform Peer Benchmarking on a wide range of metrics

  • Compare KPI’s on Dashboard for dozens of metrics

  • Value an Acquisition, and easily incorporate into Company Projections

  • Answer any of your “what-ifs?” with a few clicks as business conditions & results change   


Markets & Solutions


Private Business Owner & CFO

  • No Financial/Cash Flow Plan – No cash flow forecast/ financial plan, no time to prepare

  • No integrated financial model, using separate spreadsheets for various analyses

  • No tool to forecast Working Capital and its Cash requirements

  • Uncertain how they compare to peers, need Industry Benchmarking

  • Inadequate package of information when approaching lenders for financing

  • No consistent set of metrics to evaluate the business, how each impacts value

  • Difficulty valuing & modelling a potential acquisition, and incorporating into company financials, particularly Balance Sheet and Cash Flow statements

  • More interactive than current tools, adding color cues, graphs & charts of key results

  • More fun to use than current spreadsheet, see impact to a range of metrics with each assumption change    



Mid Size Private Equity

M&A Firms

Business Brokers


  • Much faster analysis of financials and company value than current method

  • Finish financials in hours, not days, more marketing time

  • Screen prospective acquisitions on a variety of metrics at once

  • Ability to offer clients gaap-compliant 3-statement projections and estimates of future net value

  • Easily model acquisitions for clients for clients

  • Helps with deal review fatigue-automated color-cue analysis helps you spot and access important numbers

Fractional CFO’s

  • Big differentiator, reports provide instant credibility with clients based on depth and range of insights  

  • Present clients with comprehensive, value-add financial plans with little time investment

  • Gives you the tools and graphs to demonstrate to clients what financial impact your recommendations will have on their business value


 Business CPAs  

  • Great way to begin a consulting relationship with tax clients only 

  • Facilitates conversations and potential engagements with clients on a range of topics, from cash flow forecasting, tax planning, peer comps and margin improvements, to business valuation work and more


  • Screen prospective borrowers on a variety of metrics with automated, color cue analysis

  • Model includes a numeric Risk Rating system that can be modified to match your bank's scoring

  • Collateral is margined (customizable) and compared to debt outstanding

  • Great tool for bank workout groups to create repayment structures under various scenarios

  • Automated analysis helps through visual cues see thru the numbers

  • Model can answer hundreds of questions with a mouse click 

We are available to create a comprehensive financial plan and valuation for your business. All you need to do is provide at least 3 years of historic financial results and we will present you with everything you need for the financial road ahead. 

Please watch the video below to get an overview of our financial analysis, benchmarking, forecasting and business value tool : COFIA - Chief Officer, Financial Insights & Analytics

Please Complete for Complimentary Assessment of your Business Financial Planning Needs

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