How We Actually Started
Back in late 2018, I was consulting for a manufacturing company in Ontario. Their CFO handed me a USB drive with 47 different Excel files. "This is our financial model," she said with a straight face.
Each file had different assumptions. None talked to each other. The budget process took three months and was outdated before they finished it.
That moment changed everything. We realized businesses needed financial models that actually worked in the real world – not academic theories, but practical tools that busy executives could trust and understand.
So we built our first integrated model. It took six weeks to get right. But when we presented it, something clicked. The CEO understood his cash flow for the first time in years. The board meetings got shorter. Decisions got faster.