How we can help with

Financial plan

Are you looking for a well elaborate financial plan to communicate to investors, banks, and public funding agencies? Would you like to make sure that you know your financial requirements and financing needs over time, have a good basis for business valuation, and benchmark the development of your company towards others? We are providing you with expertise in establishing a well-thought-through financial plan with all its elements, benchmarking and challenging your existing financial plan, and replanning in case of a strategy change.

Your challenges are taken care of

What is my company’s liquidity and how will it develop in the near future?

How much room for manoeuvre and budget does my company have in the next 24 months?

My company is applying for external financing (bank, subsidy) and needs a financial plan.

We’re looking for an investor and need a financial plan.

Our business is growing fast and we want to calculate our financial requirements.

I’m selling my company and need a financial plan for my business assessment.

I want to set goals to guide my business and I need a financial plan to help me.

Areas in which we work with you

Financial Plan © Konsultori

Key elements of work

  • We providee a stable, proven driver-based model customized to your business model (platform, professional services, production, SaaS, etc.)
  • We prepare your KPIs and historical metrics to be used for planning
  • We discuss assumptions for future scenarios with you
  • We implement your financial plan including assumptions
  • We providee a KPI and results overview, and an assumptions register
  • We discuss the need for adaptations with you, and any cash needs for financing or budgeting, and setting targets

Results you will get


Excel-based model

Financial plans

Financial plans scenarios


Important KPIs and external investors short overview

Cash flow

P&L and free cash flow

Project-lead by a senior partner​

Petra Wolkenstein © Konsultori

Petra Wokenstein

Petra is a highly accomplished professional with a wealth of experience in strategy and driving business growth. She specializes in providing strategic guidance and expertise in the areas of strategy, M&A, and growth. Petra is also an Investor and General Partner for Africa Startup Wise Guys, actively supporting and nurturing innovative startups in Africa.

With hands-on experience working with startups and investors since 2012, Petra has successfully led funding rounds and sales in diverse industries such as cybersecurity, eCommerce, SaaS and HealthTech. Petra’s extensive expertise, coupled with her proven ability to drive growth and navigate complex business areas, make her a valuable asset in the fields of strategy, M&A, and business development.

Expertise we bring

Business valuation

We specialise in business valuations for early-stage startups. At this stage, the future growth of your business is still highly uncertain, meaning special methods for valuation must be applied. Late-stage businesses use the DCF method as standard, combined with a multiples approach. Sometimes, an asset valuation is also necessary.

Financial planning

In the service industries and technology sector especially (platform model, SaaS model, corporate sales), we have several years of experience and provide templates for financial planning which are challenged using benchmarks.

EU-certified international transfer consultant

In 2017 Konsultori became a certified international, cross-border transfer consultant under the EU project DANAE “Advisors in a Novel SME Transfer”

20 years of M&A experience

We have been active in the M&A sector for over 20 years (acquisition and sale of businesses and business shares).

Stefanie Jirgal © Stefanie Jirgal

Working with Konsultori has accompanied us step by step and brought structure to our creative ideas!

Stefanie Jirgal
Online Podium

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Financial plans for external financing
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Company valuations done
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M&A projects closed

Our process for a project with you


Initial consultation & project outline

We engage in a thorough discussion to understand your specific needs, goals, timeline, budget, and general project requirements.


Analysis of data history, KPIs and drivers

We will analyze your historical data and KPIs, as well as the drivers of your business model to build a thorough financial plan model.


Growth scenario assumuptions

We provide a stable, proven driver-based model customised to your business model (platform, professional services, SaaS, etc.). We jointly define assumptions for future scenarios with you.


Implement financial plan in three scenarios

We implement the assumptions defined into different financial plan scenarios.


Results analysis and liquidity needs

We provide a KPI and results overview including an assumptions register. We discuss the need for adaptations with you, and any cash needs for financing or budgeting, and setting targets.


Financial plan documentation preparation

You will get a financial plan model, as well as a documentation on your assumptions driving your assumptions to be able to communicate internally and externally.

How we support you


Individual projects tailored to your situation but based on our proven framework and approach. You work with your Konsultori expert or team.

Case studies

Other expertise in M&A


Find investors

We provide guidance on investor identification, effective approaches, business readiness assessment, document preparation, negotiation tactics, company valuation, and demonstrating value to investors.


Selling your company

We support you with strategic guidance in the preparation and selling of your company including valuation, potential buyer identification, deal structuring, due diligence, and executing the exit strategy.


Business valuation

We develop, document, and provide the argumentation of a well-analyzed and benchmarked business valuation for your company.


Harvard business negotiation

We work with you on your current negotiation challenge with tactics, preparation, guidance, briefing, and debriefing, as well as process and analysis to improve your negotiation results.


M&A consultancy

We provide guidance on identifying potential targets, conducting due diligence, negotiating deals, valuation and running the M&A process.


Vienna stock exchange direct market

We assist you in getting your first listing on the Direct Market planned and executed.