Loftis Consulting can provide business plan and financial model review services to fit your needs and budget.   Our dedicated consultants have been offering modeling services since 2003 and can help you gain access to investment capital through effective financial modeling and business strategy. 

Financial Model and Business Plan Review Services

Financial Modeling

Being an entrepreneur of a start-up is hard enough. You may know your business or industry but lack an understanding of financial statement modeling - - - bringing together the essence of the business strategy through numbers.


If you already have a business plan and financial model, Loftis Consulting can review the business plan and financial model to ensure it makes sense. This review is inexpensive, fast and provides an independent set of eyes for an objective review.

What makes us different from other business plan shops is that we take great care in knowing your industry and competitors before providing a review of your financial model and business plan. We are not a template shop but strategy and finance experts. Industry and competitive factors are critical in financial modeling and business plans.Depending on your needs and budget, Loftis Consulting offers two levels of review services.

Standard Review Services - $250

    • 2 contracted hours
    • Review of business plan and financial model
    • Written evaluation
    • Quick turnaround
    • 30-minute phone consultation

Comprehensive Review Services - $800

    • 8 contracted hours
    • Review of business plan and financial model
    • Strategy analysis
    • Written evaluation
    • 60-minute phone consultation

    Ad Hoc Phone Consultation:

    • $50/hour for clients who previously used our Standard or Comprehensive Review Services
    • $100/hour for new clients



    Ready to get started or learn more about what we have to offer, call us today at (312) 772-6105. See below what some of our clients have to say about us.


    I am a start-up digital entertainment company, Target Entertainment Properties (TEP). We have worked with Loftis Consulting over the past year and the service has been Superb! Kimberly Loftis is smart, dedicated and consistent. She tells you the business truth, exactly the way that you need to hear it factual and accurate! Specifically, she has worked with TEP on financial modeling, financial statements, business advice and tax implications. I highly recommend Loftis Consulting. - Y Lawson, President & CEO, Target Entertainment Properties