Financial Modeling

We help companies like yours take a test run on the future of a venture or project through our ability to create highly sophisticated projections and forecasts based on an in-depth analysis of current earnings, revenue, balance sheets, and cash flow.

SERVICES

Forecasts
Projections
Budgeting
Cash Flow Planning
Lease Consulting
Related Resources
Employee Benefit Plans   Articles
What Retirement Plan Sponsors Need to Know About Insurance Products
Retirement Plan Sponsors and Fiduciaries need to be aware of the insurance products available to protect their organization’s Employee…
Employee Benefit Plans   Articles
Why It Is Important to Educate Your Employees on Retirement
Though we may not realize it, saving enough money to retire is one of the reasons many of us…
Employee Benefit Plans   Videos
Importance of Retirement Plan Education
Please join Brad Muniz and Connor Whelan, SobelCo, as they discuss why employers should educate their employees on retirement…
Related Industries
Entrepreneurial + Family-Owned Business
We build legacies, guiding and supporting clients throughout their business lifecycle with strategic insights, cutting-edge technology, and responsive personal attention.
Financial Services
With the advice from our experienced team, decision-makers can leverage change and illuminate opportunities to drive profitably.
Food + Beverage
Our seasoned professionals apply their comprehensive industry knowledge and backgrounds in accounting, attest, tax, and advisory services to stay on top of any issues that arise.
Manufacturing + Distribution
In today’s shifting landscape, count on our industry experts for objective advice and innovative solutions to increase operational efficiency and gain a competitive edge.
Nonprofit + Social Services
Rooted in a culture of caring, SobelCo enables the nonprofits we serve to think strategically by providing current, accurate financial data and sound business advice.
Professional Services
Drawing on our own experience as a professional services firm, we assist other practices in reducing risk and optimizing financial performance.
Real Estate + Construction
We understand the intricacies of the real estate and construction worlds and provide the resources and selected services required for handling the sector’s unique challenges.
Technology
The SobelCo tech team uses our insights to inform you on strategies, trends, and opportunities to help you surge ahead. The technology industry is constantly changing, and we will share custom solutions to help streamline operations.

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INDUSTRIES WE SERVE

INDUSTRIES WE SERVE