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Comparable Companies Multiples Valuation
proValuation via Trading Multiples (EV/EBITDA, EV/Revenue, P/E) with peer selection from Tadawul and MENA markets.
In-Depth Financial Statement Analysis
proAnalyzes the three financial statements through liquidity, profitability, leverage, and efficiency ratios, with trend interpretation and con
Investment Memo for an Opportunity or Project
proDrafts a professional investment memo for investors or the board covering thesis, market, returns, risks, and the funding ask, with explicit
Financial KPIs Dashboard Specification
proDesigns an executive financial KPI dashboard spec defining metrics, formulas, data sources, cadence, and alert thresholds, ready to hand to
P&L Narrative Drafting
proTurns P&L figures into an executive narrative explaining performance drivers and variances versus plan in SAR, in board-ready language w
Discounted Cash Flow (DCF) Valuation Model with Assumptions Memo
proFor investment analysts and finance teams: a framework to build a DCF valuation model covering projections, discount rate, terminal value, a
Corporate Treasury and Cash Management Policy
proFor treasurers and CFOs: a framework to draft a treasury policy governing liquidity, cash forecasting, banking, short-term investment, and c
Corporate Financial Risk and Hedging Plan
proFor CFOs and risk managers: a framework to build a financial risk plan identifying exposures (FX, rate, commodity, liquidity, credit) and pr
IPO Readiness Assessment
proFor companies considering a Tadawul listing and advisors: a framework to assess IPO readiness across governance, financials, compliance, equ
Financial Controls and Internal Audit Framework
proFor internal audit and finance leaders: a framework to design financial internal controls and a risk-based audit methodology covering segreg
Retirement and Long-Term Pension Planning Roadmap
proFor employees and business owners securing retirement: a framework to build a roadmap covering early need estimation, regular saving, and Sh
Comprehensive Family Financial Plan for Couples
proFor couples and families managing joint finances: a framework to build a family plan organizing shared income, obligations, savings, protect
Financial Habits Coaching and Discipline-Building Program
proFor individuals reforming their relationship with money: a coaching program that builds healthy financial habits gradually via spending awar