Financial Planning & Analysis/Health & Wellness

Financial Planning and Budgeting for a Nutrition Supplements Company

How our Financial Planning and Analysis solutions helped a Nutrition supplements company to drive growth

Overview

A nutrition supplements company wanted to develop a robust growth strategy based on fundamentals of its operational performance till date. There was an opportunity to develop a comprehensive growth model with outlook on all financial and operational metrics, culminating in proforma financial statements for the next 5 years.

As part of the client engagement, Merilytics built the bottom-up financial statements (P&L, Balance Sheet and Cash Flows) and forecasting model to support the business strategy to drive growth and support new round of investments.

Built the proforma Financial statements – P&L, Balance Sheet & Cash Flow Statement
P&L was built through a bottom-up approach using fundamental production and sales drivers such as Marketing spend, Customer Acquisition Costs (CAC), Conversion Funnel, Discounts and Retention, at weekly level
Ran various scenarios and sensitivity analyses on the inputs / assumptions, to determine path to profitability

The financial models built by Merilytics helped the client to share internally and with potential investors, the bottom-up story that supports the business strategy, and the path to profitability
Raised a new round of investment to support the future growth strategy