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06 · Business Case & Financial Modeling

A business case that holds up with the people who have to say yes.

A model is only as credible as its assumptions. Every driver is tied to evidence, every scenario is easy to follow, and the story is written for whoever decides: the board, the lender, the investor, or the funding agency.

Typical timeline 3 to 5 weeksLed by senior leadership

When clients call

The situations behind this work.

  • You are asking the board or a lender to fund a new plant, line, or market
  • You are raising capital and need a model investors trust
  • You are pricing an acquisition or preparing a company for sale
  • You are applying for a government grant or loan program

Questions this answers

What you will know at the end.

  • What do the income statement, balance sheet, and cash flow look like with this investment?
  • What happens if volumes, prices, or costs come in worse than planned?
  • What are the return, payback, and value of the investment?
  • Can the business service the debt?
  • How do we present the case so it gets approved?

How it works

Phases and what each one delivers.

Typical timeline

3 to 5 weeks

Depends on the number of scenarios and review rounds.

  1. 01

    Frame the decision

    Who has to approve, what they need to see, and the assumptions that matter most.

    You receive: Model scope

  2. 02

    Assumption book

    Every key driver written down with its source: market data, quotes, contracts, or benchmarks.

    You receive: Documented assumptions

  3. 03

    Build and stress-test

    Integrated three-statement model with scenarios, sensitivities, returns, and debt service.

    You receive: Financial model in Excel

  4. 04

    Write the case

    A concise presentation of the opportunity, the numbers, the risks, and the ask.

    You receive: Business case presentation

What you get

Deliverables.

  • Integrated three-statement model in Excel
  • Documented assumption book
  • Scenario and sensitivity analysis
  • Return, payback, and DCF analysis
  • Business case presentation
  • Support for funding and grant applications

Supports pricing and financing of a deal, validation of a management plan, or the financial projections in a sale process.

Example engagements

Related work.

Representative engagements led by Stradaro's leadership in prior roles.

Business case

Multi-plant manufacturing investment

Built the financial model and business case for a multibillion-dollar investment in new manufacturing capacity across three regions.

Investment case for the board.

Government funding

$3.5B+ in federal loan commitments

Served as commercial advisor on US Department of Energy loan applications and guided companies through federal and state funding programs in battery and energy markets.

Conditional commitments totaling more than $3.5B.

Sell-side support

Projections for a company sale

Built the financial projections and offering materials for a privately held manufacturer's sale process.

Materials for the sale process.