Financial Consulting for Restaurant
- Financial Consulting
-
Financial Forecast Consultants
+3
- Less than $10,000
- January 2025
- Quality
- 5.0
- Schedule
- 5.0
- Cost
- 5.0
- Willing to Refer
- 5.0
"Their collaborative and responsive approach made the process smooth and efficient."
- Food & Beverage
- Dallas, Texas
- 1-10 Employees
- Online Review
- Verified
7Alder provided financial modeling services for a restaurant. The team reformatted the client's financial proforma, waterfall model, rent structures, and revenue projections to raise investment capital.
7Alder's work resulted in refined financial accuracy, improved investor presentation, and enhanced efficiency. The team was highly responsive and proactive, promptly addressed feedback, and showcased attention to detail. Their problem-solving skills and technical expertise impressed the client.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Managing Partner of Molino Olōyō
Describe what your company does in a single sentence.
Food and Beverage industry showcasing what Mexico mean to Olivia through mexican gastronomy.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire 7Alder to accomplish?
- Build financial models to raise investment capital from
SOLUTION
How did you find 7Alder?
Referral
Why did you select 7Alder over others?
- High ratings
- Good value for cost
- Willingness to work together
Describe the scope of work in detail. Please include a summary of key deliverables.
We hired 7Alder to refine and enhance our financial proforma and waterfall model for our restaurant concept. Our goal was to ensure the model was not only accurate and comprehensive but also structured in a way that was accessible to casual investors while maintaining the depth needed for finance professionals.
Key Deliverables:
Refinement of Financial Projections – Wil took our original proforma and reformatted it for better readability and accuracy. This included refining labor costs, payroll tax calculations, rent structures, and revenue projections to align with our business model.
Waterfall Distribution Model – A detailed profit-sharing structure for investors, including tiered distributions and return calculations. Initially, some components needed adjustments (e.g., the Tier 3 split), which Wil revised accordingly.
Operational & Labor Cost Breakdown – A clear labor and expense structure, breaking out payroll, employer taxes, and additional costs into separate, easy-to-reference tabs for better transparency.
Improved Formula & Calculation Structure – In our initial proforma, adjustments made in assumptions weren’t dynamically reflected across the model. Wil implemented changes to ensure automated updates and more accurate total calculations.
Expense & Revenue Adjustments – We flagged several discrepancies in COGS, credit card processing fees, and assumptions that didn’t match our projections. Wil quickly corrected these, ensuring COGS percentages and revenue calculations were accurate.
Final Delivery of an Investor-Friendly Model – The final version exceeded our expectations, balancing detailed financial depth with an intuitive, user-friendly design. This ensured the model was digestible for potential investors while still meeting professional finance standards.
Overall Experience:
The responsiveness, attention to detail, and willingness to iterate based on feedback made this a fantastic experience. Wil ensured that the model met all our needs and went above and beyond in refining it for clarity and usability. We’re very happy with the final product and would highly recommend 7Alder to anyone looking for professional financial modeling services.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
The project delivered clear, measurable improvements that enhanced our financial clarity and investor readiness. Key outcomes included:
- Refined Financial Accuracy – The updated proforma enhanced clarity in COGS, labor costs, and operational costs, ensuring a more transparent breakdown of major expenses; while also improving readability in net income and IRR to better illustrate profitability and returns.
- Improved Investor Presentation – The final model was structured to be digestible for casual investors while maintaining the depth expected by finance professionals. This balance was a critical success factor in making the financials more compelling and transparent.
- Automation & Efficiency Gains – Wil implemented dynamic calculations, ensuring that changes in assumptions (e.g., additional jobs or expenses) were automatically reflected in the proforma. This eliminated manual recalculations, making financial planning more efficient.
- Clear Waterfall Distribution Model – The tiered investor payout structure was improved, ensuring transparency in profit-sharing calculations. This enhanced credibility and made it easier to communicate financial returns to stakeholders.
- Faster Decision-Making – With a cleaner, more intuitive model, we could analyze financial projections more efficiently, allowing us to make informed decisions faster.
Overall Impact:
The improvements exceeded expectations and directly supported our ability to present a strong financial case to investors. The structured, easy-to-follow format ensured we could confidently share our financial model without requiring additional clarifications or fixes.
We now have a robust, investor-ready financial model that is both accurate and user-friendly, demonstrating the clear success of this project.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Wil and the 7Alder team managed the project efficiently, maintaining clear communication and meeting deadlines as expected. They were highly responsive throughout the process, addressing our feedback promptly and implementing revisions without delays.
One of the standout aspects of their project management was their structured approach to revisions and updates. Rather than making isolated changes, they took a comprehensive view of the model, ensuring that all interconnected financial elements were aligned.
They also proactively identified areas for improvement, often refining aspects of the model before we even requested changes. This attention to detail and forward-thinking approach helped streamline the process and minimized unnecessary back-and-forth.
Overall, the process felt smooth, collaborative, and well-organized, making them a great partner for financial modeling projects.
What was your primary form of communication with 7Alder?
- Virtual Meeting
- Email or Messaging App
What did you find most impressive or unique about this company?
What stood out most about 7Alder was their problem-solving ability and first-principles approach to financial modeling. Rather than relying on templates or surface-level adjustments, Wil and his team rebuilt the model from the ground up, ensuring every calculation and assumption was both logical and aligned with our business model.
Their proactive approach went beyond simple revisions - they evaluated the underlying logic, suggested more effective solutions, and ensured the entire model functioned seamlessly. This level of critical thinking resulted in a more intuitive, accurate, and investor-ready financial tool that simplified complex financial concepts.
Beyond technical expertise, their collaborative and responsive approach made the process smooth and efficient. They were engaged, receptive to feedback, and committed to delivering a model that was both highly functional and easy to navigate.
Their ability to break down complex financial challenges, implement effective solutions, and create a model that balances precision with usability made them an invaluable partner for this project.
Are there any areas for improvement or something 7Alder could have done differently?
Our experience with 7Alder was overwhelmingly positive, and they delivered a financial model that exceeded expectations. Early on, there were some discrepancies in assumptions and calculations, but Wil and his team addressed them quickly and efficiently, ensuring everything aligned with our business model.
Additionally, their responsiveness was excellent. Any revisions we requested were handled promptly, and they remained engaged throughout the process. Providing clear documentation and explanations alongside updates made it easy to track changes and understand key revisions.
Overall, Wil and his team were highly adaptable, thorough, and committed to delivering a high-quality, investor-ready financial model. Their dedication to refining the details and ensuring clarity made for an exceptional collaboration.
RATINGS
-
Quality
5.0Service & Deliverables
-
Schedule
5.0On time / deadlines
-
Cost
5.0Value / within estimates
-
Willing to Refer
5.0NPS
