Financial modeling and FP&A consulting
For operating companies, PE-backed portfolio companies, and private equity firms.
$415/hour. Work directly with me.
About me
Hi, I'm Chris. I'm an experienced private equity professional and expert with financial models and business intelligence. I have helped businesses doing billions in revenue identify and distill their most critical business drivers into user-friendly formats that enable management teams to take action to improve their businesses.
My specialty is being able to get "into the weeds" of a project, while also being able to communicate the big picture and insight to management teams and boards.
I also teach financial modeling for Wharton Online/Wall Street Prep and LinkedIn Learning. My complete course program is available directly from me, right here on Financial Modeling Education. Consulting is done through my firm, Mission Capital, LLC.
Ideal clients
Operating companies
Companies that want help with FP&A to better understand their underlying business drivers and make data-driven decisions about the P&L and balance sheet.
PE-backed portfolio companies
Management teams that need budgets, operating models, cash forecasting, or reporting for their private equity owners.
Private equity firms
Sponsors that need help evaluating a transaction or working through post-closing initiatives.
Testimonials
"We engaged Mission Capital to retool all FP&A outputs across our business. These outputs included our annual operating plan, 13-week cash flow, weekly KPIs, and monthly financial package. Chris was able to quickly understand and summarize the key drivers across multiple business lines and produce unparalleled end products with impressive fidelity, speed, and accuracy. Each output was distilled into a user-friendly format that de-risked the chance of future error. The overall level of precision was extraordinary and exemplified a paragon of financial modeling and reporting excellence. Overall, I highly recommend his services and would absolutely use him again if future needs arise."
"In the process of scaling up our firm, my partners and I needed to add some meaningful modeling bandwidth while chasing multiple add-on acquisitions. Chris listened to our needs and developed a detailed bottoms up M&A model faster than we expected, with the thoughtful customization wanted. Mission Capital is a compelling value proposition for folks with serious modeling needs and limited ability/desire to hand-hold. We will be seeking Chris' help again very soon."
"We retained Chris to develop a detailed budget model involving multiple product lines and company divisions. He also created a monthly financial reporting package to help us track progress against the budget. He did a terrific job on both projects and his many helpful suggestions made the end product very efficient and user friendly for our team. He worked closely with both our accounting and operations groups and the feedback on Chris was very positive. We intend to keep Chris involved in our monthly financial review process going forward."
"Our management team analyzes 20 plus real estate development deals a year and runs multiple scenarios on each project. The pro formas we used were cumbersome and time consuming. Chris evaluated our critical requirements and developed programs to improve the quality of our anticipated returns and simplicity for management to use. My team is ecstatic with the results and uses the models on a daily basis. Chris is on our speed dial for future projects."
Example engagements
- Three statement operating models: Comprehensive FP&A models built from the ground up to manage the entire company.
- Budgeting for PE portfolio companies: "Bottoms-up" budget builds for companies owned by private equity firms.
- 13-week cash flow forecasts: Weekly cash forecasts built from your actual bank, AR, and AP data, with variance reporting so you can see where cash is going and spot a crunch before it hits.
- Weekly or monthly flash reports: A short, consistent snapshot of sales, margins, cash, and key KPIs, so management and owners know how the business is performing without waiting for the month-end close.
- LBO and add-on acquisition modeling: Assessing the impact of purchasing a business, or of a platform acquiring another company.
- Transaction diligence: As-needed review of data room content for PE and strategic buyers.
Big-firm work without the big-firm bill
If you choose to work with a large firm, your project can be passed between teams or through deep organization structures with cost layer after cost layer along the way. Senior Managing Directors can charge as much as $1,300 per hour. Add a few team members and suddenly your one hour kick-off call can cost more than your mortgage.
When you choose to work with me, you're working directly with the decision maker and the person who does the work. There's no ambiguity or burdensome overhead costs. My brand is my reputation, and I will work tirelessly to ensure I've added value to your company.
While every project is different, on average I have found that the demands of a "40 hour employee" can be completed in 20 hours or less each week, and sometimes the weekly requirement is zero. As an hourly contractor, every dollar you pay me is for time spent directly adding value to your business. When the work is done, it's done.
Lastly, there's no onboarding, training, finder's fees, bonuses, or benefits. It's simple 1099 work that greatly reduces cost and complexity for your business.
Pricing
Standard rate
Monthly retainers are discussed on a case-by-case basis.
Additional value for PE clients
- I don't take any of your equity or carried interest.
- If I work on a portfolio company, my cost can be added back to Adjusted EBITDA.
Contact
To get in touch, please send me an email at [email protected]. It goes directly to my phone and I will get in touch with you right away.
Email meThe lighter side: what does "Mission" mean?
"Mission" has a dual meaning for me. It first came from my father when I was a boy. Anytime we had to accomplish a task, we were "on a mission." This is something I've carried down to my three sons today.
The second is the approach I take to my work. I am efficient, tactical, and precise. Together we figure out the objective, and I am laser-focused on the task until it's done.
Together, these two meanings communicate my work style to clients and always keep the silver lining in perspective.
