Big4 Quality.

Boutique Attention.

As previous big 4 veterans, Kappel & Rudd bring institutional-grade models without the institutional price so that you can be boardroom ready while remaining budget friendly.

Turning complex models into clear decisions

A robust financial model provides significant benefits for internal forecasting. It allows model users to update information quickly and succinctly, answer questions with confidence, and deliver accurate insights to business partners.

As the business grows and datasets become more complex, the ease of updating the model becomes even more critical. For internal consumers, a well-structured model can be audited without confusion and offers the ability to drill down into the details to ensure accuracy and clarity.

In addition, a strong financial model creates clear advantages when raising capital. It supports better valuations by enabling stronger decision-making, facilitating scenario analysis, and presenting investors with well-organized and transparent financials.

These qualities not only build credibility with external stakeholders but also demonstrate the company’s ability to plan effectively and manage growth.

  • Kappel & Rudd specializes in financial modeling and transaction support, including 3-statement operating models, M&A and transaction models, 13-week cash flow forecasts, and FP&A budgeting models. We also perform financial due diligence (FDD) and Quality of Earnings (QoE) analyses — both “heavy” (deep dive, data-intensive reviews) and “lite” (faster, focused reviews) — tailored to the needs of boutique buy-side firms, independent sponsors, and venture investors.

  • We work with both. For startups and small firms, we provide the financial clarity needed for fundraising and growth. For established funds and investors, we act as a time-easer — stepping in on model overflow, due diligence, or quality of earnings work so your team can stay focused on closing deals.

  • Kappel & Rudd is headquartered in New York, but we work with clients nationwide and internationally. As long as you have WiFi, we can reach you!