Driver-Based Models
Operating models built on the levers that actually move your business — so you can test assumptions instead of hard-coding hope.
Financial Modeling & Investment Memos
Big decisions deserve more than a spreadsheet of guesses. Motta builds driver-based financial models and the investment memos that turn them into decisions — the same deliverables used to win board approval, secure capital, and close acquisitions.
Pro-Forma & Scenarios
Acquisition pro-formas, synergy cases, and downside scenarios that show the range of outcomes before you commit.
Investment Memos
Clear, persuasive memos that frame the opportunity, the risks, and the recommendation for boards, committees, and lenders.
Board & Committee Materials
Acquisition committee decks and board presentations that communicate the analysis with institutional polish.
Models that earn trust
Our team built a high-growth company’s first driver-based financial model, created a new division’s launch model for board approval, and led commercial business-case modeling that supported 43% topline growth. We bring that same Wall Street Prep–grade discipline to your model — clean structure, transparent assumptions, and outputs you can defend.
Memos that drive decisions
A model is only useful if decision-makers act on it. We translate the analysis into investment memorandums and committee materials that frame the thesis, quantify the risks, and make a clear recommendation — the documents that get deals and budgets approved.
When to bring us in
Raising capital, evaluating an acquisition, launching a new line of business, or overhauling a strategic plan — any time the numbers need to support a high-stakes decision and stand up to scrutiny.
Ready to talk this through with a CPA?
Tell us a little about your situation and we'll get back to you — usually within one business day.
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