Professional Services
Some finance needs do not fit a continuous service model. A transaction requires due diligence. A valuation is needed for a specific purpose. A strategic initiative requires dedicated analytical capacity. Professional Services exists for these situations.
Professional Services engagements are project-based: a defined scope, a structured timeline, and specific deliverables agreed before work begins. They are priced and managed separately from core service levels. A core service relationship is not required — though Professional Services projects are often undertaken by existing Onetribe clients where a transaction or strategic initiative falls outside the controlling scope.
How Professional Services Differs from Core Services
Core services are continuous: designed, implemented, and operated on an ongoing basis. The infrastructure runs every month. The team is embedded in the client’s decision cycle.
Professional Services are project-based: scoped per engagement, time-bounded, and closed on delivery. The output is a specific analytical product — a financial model, a valuation report, a due diligence assessment — not operational infrastructure.
The two can run in parallel. A client with an active controlling engagement may commission a Professional Services project for an M&A transaction. The analytical work uses the same data infrastructure and the same team — but is separately scoped and does not extend the controlling engagement.
M&A Support
Financial due diligence analytics, data room review, and financial model assessment — evaluating whether the target’s reported performance is reliable, what assumptions underlie the projections, and what the key value and risk drivers are.
Integration modelling: mapping the combined entity structure, identifying integration costs, modelling synergy scenarios, and designing the post-merger reporting and controlling infrastructure.
Post-merger performance tracking: establishing the baseline for the combined entity and operating the performance analysis layer through the integration period.
Business Valuation
Financial model preparation: building or reviewing the financial model that underlies the valuation — including projection methodology, driver assumptions, and scenario architecture.
Valuation analysis: applying appropriate valuation methodologies (DCF, comparable companies, precedent transactions) and producing a documented valuation range with sensitivity analysis.
Valuation reports for fundraising, investor presentations, shareholder buy-outs, management buy-outs, or dispute resolution purposes.
Financial Modelling
Purpose-built financial models for strategic decisions that require more analytical depth than the standard controlling infrastructure provides.
Typical projects: new market entry P&L, product line launch model, capacity expansion scenario, business unit restructuring analysis, grant and public finance model, long-range planning model.
All models are built with documented assumptions, version control, and a change log — consistent with the governance standards applied to the ongoing controlling infrastructure.
Finance Function Design
Assessment of the current finance function: technology stack, reporting processes, team structure, capability gaps, and analytical infrastructure. Benchmarked against the Finance Decision Operating System framework.
Target-state design: what the function should look like, what tools and processes are required, what the team structure should be, and what the transition sequence is.
Implementation planning and transition support: working alongside the internal team and technology partners to execute the design.
Scope and Pricing
Professional Services are scoped and priced per engagement. There is no standard rate card — the scope, timeline, and commercial structure are agreed before work begins.
The first step is a scoping conversation: defining what the engagement needs to produce, what information is available, and what timeline is required. From that conversation, we produce a scope of work document with defined deliverables and a fixed price.
Next Steps
- Contact us to discuss your project — scoping conversation, no commitment required
- Explore core services — ongoing controlling capability
- Explore our expertise — the methodology behind the analytical work