Advisory

Custom models for complex deals.

When a library model isn't enough, we build scalable, audit-ready models for private equity, real estate, M&A and layered tax incentives.

Custom modeling

Scalable, audit-ready financial models for complex deals, turning messy business data into clean answers.

Private Equity
We analyze company data and metrics to uncover value and pinpoint the levers that lift ROI, build debt-leverage packages for funding, and make introductions to relevant family offices and investors.
Commercial Real Estate
Due diligence on all relevant GP metrics and pro formas with clear reporting. Deep expertise in New Markets Tax Credits, Opportunity Zones and municipal incentives.
M&A and finance leadership
Your data stack built from the ground up, board-ready reporting packages and practical operational improvements. Special focus in healthcare and telehealth.

Tax credit & incentive modeling

We model the layered incentives that make complex projects work, and show exactly how each one changes the returns.

  • Opportunity Zones (OZ)
  • New Markets Tax Credit (NMTC)
  • Historic Rehabilitation Tax Credit
  • Energy and clean-energy tax incentives
  • Federal small-business tax credits
  • Enterprise Zone incentives
  • Tax Increment Financing (TIF)
  • Low-Income Housing Tax Credit (LIHTC)
  • Brownfield redevelopment incentives

M&A sell-side advisory

Getting your business ready to sell, and guiding you through the process with a private equity buyer.

  • Accounting and bookkeeping organization
  • Pro forma financials
  • Business valuation
  • Leading the quality of earnings (QoE) process with your private equity buyer

The models we build often include:

KPI data modelOrganizes raw encounter and invoice data into monthly KPI reporting.
Operating cost modelRebuilds operating costs so margins can be validated line by line.
Employee cost modelTracks every employee’s cost over time to validate historical payroll.
Advanced pro formaA forecast built on validated data assumptions specific to your industry.
Diligence trackerTracks every request from the buyer’s quality of earnings firm through to resolution.
Case study From $51M to $97M How verified numbers nearly doubled a private equity buyer’s offer for a telehealth company. Read the case study →

Contact

Let's talk.

Questions about a model, a custom build, a consulting request, or a topic you'd like covered? Send a note and Patrick will get back to you.

patrick@patrickquigley.com