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Financial modelling and budgeting

Our offer includes the preparation of dedicated financial models and budgets for single investments, entire businesses and capital groups.

A tailor-made financial model is the prerequisite of effective business planning, providing information on e.g. capital requirements, capacity utilization, and areas for business optimization. In addition, a financial model containing cash flow projections is required by credit institutions to obtain investment financing and is a key element to be taken into account by investors considering the viability of a given project.

Scope of CMT Advisory’s support in the area of financial modeling and budgeting

A financial model is a flexible tool which facilitates the financial planning, ongoing monitoring and evaluation of an investment.

A financial model facilitates a quick change of the forecast variables for key assumptions; this is important because both the internal and external conditions change in the course of the investment. As a result, it is possible to generate updated results on an ongoing basis.

The preparation of a financial model is preceded by the following:

Analysis of the economic environment

Analysis of the trends and forecasts for the industry

Verification of model assumptions

Risk factors analysis

Financial models require, among other things:

Preparation of financial forecasts

Identification of the principal determinants of the results obtained

Evaluation of investments in terms of profitability and viability

Meet CMT Advisory’s team of experts with expertise in financial modeling and budgeting

Maciej Stradomski, Ph.D., Habilitated doctor, professor of UEP
Maciej Stradomski, Ph.D., Habilitated doctor, professor of UEP

He supervises and supports the team implementing projects related to company restructuring. He also specialises in corporate finance, corporate governance and M&A transactions, especially offering advice on acquisition strategies and obtaining financing.

With a post-doctoral degree in Finance, he is a lecturer and professor of the Poznań University of Economics and Business, where he heads the Department of Investment and Capital Markets. For years, he has been involved in banking, private equity and advisory industry. Co-founder and Board Member of CMT Advisory. He is a member of numerous supervisory boards of capital companies. Director of the Program Council of the Family Business Institute.

Dariusz Zawadka, Ph.D.
Dariusz Zawadka, Ph.D.

Responsible for the supervision and implementation of projects relating to mergers and acquisitions, e.g. providing advisory services to the selling and the buying parties. Specialist in ownership buy-outs, company valuations and financial modelling.

Doctor of Finance Sciences, for a long time assistant professor at the Department of Investment and Capital Markets of the Poznań University of Economics and Business. He has also studied at Harvard University and London School of Economics. Stockbroker eligible for offering investment advisory services. A former lecturer in the Stock Exchange School of the Warsaw Stock Exchange.

Przemysław Grobelny, CFA, Ph.D.
Przemysław Grobelny, CFA, Ph.D.

He is responsible for corporate finance, cooperation with financial institutions and M&A transactions. He supports entrepreneurs in financial planning, establishing market values of key assets and implementing supervisory systems and recovery plans. His areas of activity also include preparing expert evidence for court and arbitration disputes and financial advisory in restructuring proceedings.

Active in the financial advisory sector for over a decade. A graduate of the Poznań University of Economics and Business (with specialisations in Investment and Real Estate Management and Capital Investment and Corporate Financial Strategies) and studied at Athens University of Economics and Business. Doctor of Finance since 2018 and holder of the prestigious international professional title of a Chartered Financial Analyst (CFA).

Maciej Zając
Maciej Zając

A CMT Advisory Partner supervising and implementing projects in the area of M&A transactions as an advisor to the selling or the buying party. He also provides economic consultancy advice and supports in restructuring and reorganisation of enterprises, e.g. composition and sanative proceedings.

He has been gaining competence in the consulting industry since his Master’s studies at the Poznań University of Economics and Business. In the meantime, he has completed doctoral studies in the Department of Investment and Capital Markets at this very university.

Jakub Multański
Jakub Multański

He carries out corporate finance projects, where he performs valuations of companies and intangible assets and prepares economic opinions for commercial disputes. A member of the M&A transactions team.

He started working for CMT Advisory still as a student at the Poznań University of Economics and Business, from which he graduated with a specialisation in Capital Investments and Corporate Financial Strategies.

Marta Latoń (Pszczółkowska)
Marta Latoń (Pszczółkowska)

Responsible for the implementation of M&A transaction projects, including advice on investment and divestment processes on the private market (acquisition and sale of businesses). Her activities moreover include valuation of enterprises and intangible assets, e.g. trademark valuation, as well as valuation of debt instruments (bonds).

As of her student years linked with the advisory sector and CMT Advisory. A graduate of the Poznań University of Economics and Business, specialising in Capital Investments and Corporate Financial Strategies. At present she works on the final exam towards obtaining the prestigious CFA title (Chartered Financial Analyst).

Mateusz Mikutowski, PhD
Mateusz Mikutowski, PhD

He supports entrepreneurs in M&A transaction processes on the buyer’s or seller’s side.

His activities include moreover valuation of intangible and legal assets, valuation of debt portfolios and creation of financial models.

He has been gaining experience in the consultancy industry since his student days. He gained his Ph.D. degree in the field of economics and finance at the Department of Investment and Financial Markets of Poznań University of Economics

Michał Malarski
Michał Malarski

Provides support in the areas of M&A transactions, valuation of companies and their assets, and restructuring consultancy. He worls on projects regarding sale and purchase transactions of enterprises, valuations and drafting specialist economic opinions. A member of the team responsible for restructuring processes.

He started working for CMT Advisory still as a student at the Poznań University of Economics and Business, from which he graduated, specialising in Capital Investments and Financial Strategies of Enterprises. Currently he is preparing for the third stage of the CFA (Chartered Financial Analyst) exam.

Kacper Kostaniak
Kacper Kostaniak

An alumnus of the Poznań University of Business and Finance with a major in Capital Investment and Corporate Financial Strategies.

Currently preparing for another exam of the ACCA (Association of Chartered Certified Accountants) program. Experienced in financial modelling, restructuring plan preparation, market analysis, and transaction processes.

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Contact us to discuss your financial modeling and budgeting needs

Learn about the scope of our support and the methods used by CMT Advisory’s team of experts.

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or call: +48 61 855 30 10SHOW NUMBER

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