Microsoft Integrated Financial Model & DCF Valuation
Integrated three-statement model with five-year forecasts, scenario analysis and DCF valuation.
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Projects that put analysis to use.
Seven case studies, from financial modeling and valuation to public AI education and tools built for real client workflows.
LBO & Acquisition Analysis Model
Leveraged buyout model analyzing acquisition financing, operating projections, debt paydown, exit valuation and sponsor returns.
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Budget-vs-actual dashboard combining variance analysis, KPI calculations, cash flow monitoring, a rolling 3-month revenue view and scenario analysis.
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AI Basics & Essentials for Small Businesses
A workshop series showing owners how to use AI for marketing, sales analysis, and scheduling, hosted in Mammoth Lakes and online.
Read case studyAdvising CRM in HubSpot
A CRM customized around how business advisors actually work: cleaner client records, clearer case tracking, and reporting that supports partners and grants.
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A browser-based tool that turns a small business's point-of-sale exports into an hour-by-hour staffing plan, benchmarked against prior years.
Read case studyDOT Compliance Chatbot
A customized AI agent that answers client questions about DOT drug-testing compliance, and hands off to a human when it should.
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