You are an entrepreneur with a passion and excitement regarding getting your business up and running.  You want your business to be well funded and well managed.  You want a well thought out, long range financial plan that quantifies your dreams and strategies; a financial plan that presents the opportunities to potential investors and other interested parties.

You are an entrepreneur who needs to understand the financial structure and the financial relationships that characterize your business thereby allowing for better-informed management decision making.

You are an entrepreneur who needs to understand the financial sensitivities of your business.  You really could use a financial model with solid WIF (What-if) capabilities as this can lead to better informed management decision making.

You very well could be a Product Manager or a Controller in a small/medium company with a need to develop a financial plan for a new product or service.   You are reluctant to invest the time or money to develop a financial model for the purpose of describing and understanding your business opportunity.  We would work with you to modify or customize one of our existing financial models to meet your needs.

Alternatively, you could be an accountant or a consultant or a business coach with an occasional need to develop a financial plan for one or several of your clients.  The thought of starting with a clean, fresh spreadsheet does not really excite you, but you are concerned about quality.  In this case, we should develop a relationship, as a WynPlan standard or customized financial model could be a sensible solution for you.

Finally, you could be a potential investor who wants to be able to rely on having a good financial model with the ability to more completely understand the business opportunity by changing model drivers thus investigating possible WIF scenarios.  That being the case, WynPlan could be of real benefit to you as well as the company receiving your investment.

The one common thread weaving through all of the “yous” above is the need for a better understanding of the financial structure and financial relationships of transactions that result in financial results and the metrics that are used to quantify financial performance.  The ”bottom line” is that better financial results come from better financial understanding.