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We only build custom financial models, so getting to know you and your business in-depth is the first step.

That's why we begin with a one-hour phone consultation to learn all we can about your industry, your needs, and your goals.

Our financial modelers begin thinking about how to build your model from the moment you start talking about your business, so this is a packed phone call. It's also a great way for you to get to know us and decide if financial modeling is right for you before you commit to a full project.