DMW Advisory

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Build Your Financial Story with Confidence

An integrated income statement, balance sheet, and cash flow model with built-in assumptions and scenario analysis. The same framework we use with clients raising capital, planning growth, or preparing for board presentations.

  • 3 linked financial statements with automatic balancing
  • Built-in assumption drivers for revenue and expenses
  • Scenario analysis: base, bull, and bear cases
  • Revenue forecasting with multiple growth models
  • Professional formatting ready for investors and boards

3-Statement

Financial Model

Income Statement

Balance Sheet

Cash Flow Statement

Scenario Analysis


DMW Advisory

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Built by Mike Wang, CFA | MBA, USC Marshall | Former Wells Fargo Securities & Morgan Stanley

DMW Advisory

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