Financial Analysis & Modeling for Mid-Market Companies

Financial analysis, forecasting, and modeling for privately-held mid-market companies — built by an operator who has run the P&L, defended the number to a board, and closed the books on a real business.

Financial analysis and modeling for founder-led and PE-backed companies between $5M and $150M in revenue. Financial statement analysis, driver-based forecasting, three-statement models, scenario and sensitivity analysis, board-ready reporting, and transaction-support modeling. Led by George Fassett — U.S. Patent holder, Lean Six Sigma Black Belt, TCU MBA, and a former founder who has personally owned the number.

Financial Analysis From an Operator, Not a Spreadsheet Vendor

Most financial analysis engagements produce a beautiful workbook with 14 tabs, five color-coded scenarios, and a set of assumptions the CEO can't defend to a board because nobody walked them through the operating logic underneath. The model is technically correct and operationally useless — a spreadsheet built by someone who has never had to explain a miss to an investor. Mebuis financial analysis is built differently. Every engagement is led personally by George Fassett — the founder who built and exited a company, ran the P&L, defended the forecast to a bank, and closed the books month after month on a real business. The models we build are the models we would have used ourselves as operators: driver-based, defensible, tied to the operating levers the CEO actually pulls, and readable by a board member who does not want a tutorial. **Who this is for.** Founder-CEOs whose fractional CFO or controller keeps the books clean but doesn't build the forward-looking model the business needs. PE-backed portfolio companies where the sponsor wants a defensible three-statement model, not a bolt-on to the QuickBooks export. Companies preparing for a raise, a sale, a bank refinancing, or a large capital deployment where the model has to survive diligence. Owners considering an acquisition, a market entry, or a new product line and need the numbers to make the case — or to kill it. **How the engagement works.** Two weeks of intake: financial statement review, chart-of-accounts read, historical driver analysis, and interviews with the CFO or controller and the CEO. A written diagnosis of what the numbers actually say (usually a story leadership hasn't told itself). Then the modeling work: three-statement model with driver-based revenue and cost logic, scenario and sensitivity layers, a board-ready summary tab, and a working session to hand off the model and train the finance team to own it. Fixed scope, fixed fee, no monthly retainer creep. **What we don't do.** We don't replace your CFO, controller, or bookkeeper — we build the model they will run. We don't sell you proprietary software or a subscription workbook. We don't take a percentage of a raise, sale, or refinancing. We don't produce a model so complex that only the person who built it can update it. And we don't disappear after delivery — every engagement includes a 30-day support window to answer the questions that surface when the model meets the operating calendar. When the finance function itself needs an operator, we shift to a [Fractional CFO](/solutions/fractional-executive) engagement. When the question is pricing rather than modeling, the [Price Modeling](/solutions/price-modeling) practice runs the numbers on unit economics and margin structure. Start with a [private operator alignment call](/lets-talk) to talk through what's on your desk.

Financial Statement Analysis — Read the Numbers Like an Owner

A structured read of the last 24-36 months of financials — revenue composition, margin structure, working capital movement, cash conversion, and the accounting choices behind them. We surface the two or three financial patterns quietly shaping every strategic option the CEO has. Not an audit. An operator's read.

Three-Statement Financial Model — Driver-Based & Defensible

A linked income statement, balance sheet, and cash flow model built on the operating drivers the CEO actually pulls — pricing, volume, headcount, capacity, working capital assumptions. Board-ready, diligence-ready, and readable by a finance team member who did not build it. Delivered with a working session and 30-day support window.

Driver-Based Forecasting & Rolling 13-Week Cash

Forward-looking forecasts tied to the operating levers of the business, not last year plus 10 percent. Monthly P&L and balance sheet forecasts for the strategic horizon, a rolling 13-week cash forecast for the operating horizon, and a variance report the CEO can walk into a board meeting and defend.

Scenario, Sensitivity & Bet-the-Company Analysis

For decisions where the wrong answer defines the next five years — a large hire, a capex commitment, a market entry, an acquisition, a pricing reset. We build the base case, the downside, the upside, and the specific sensitivity layers that show which two or three assumptions the outcome actually depends on. Decision-support modeling, not exhibit modeling.

Transaction Support — Raise, Sale, Refinancing, Acquisition

Financial modeling built to survive diligence. Sell-side model for owners preparing for a process, buy-side model for owners underwriting an acquisition, refinancing model for the bank, and quality-of-earnings-adjacent normalization work that complements your QoE provider. Operator's model, not a banker's teaser.

Board & Sponsor Reporting Packages

The monthly and quarterly reporting package a CEO can walk into a board meeting and defend — KPI dashboard, financial summary, variance-to-plan commentary, forward outlook, and the two or three decisions the board actually needs to weigh in on. Built once, run by your finance team, updated on the operating calendar.

Frequently Asked Questions

What does financial analysis & modeling for mid-market companies from Mebuis include?

Financial Analysis & Modeling for Mid-Market Companies at Mebuis covers: Financial Statement Analysis; Three-Statement Financial Model; Driver-Based Forecasting & Rolling 13-Week Cash; Scenario, Sensitivity & Bet-the-Company Analysis; Transaction Support; Board & Sponsor Reporting Packages.

Who leads the work at Mebuis?

George C. Fassett, Jr. leads every engagement. He founded and built THUMBTECHS, Mebuis, MebuisWorks, and 1908 Builders, has more than 20 years as a CEO, holds a U.S. patent, is a Lean Six Sigma Black Belt, and has an MBA.

How is Mebuis different from a traditional consulting firm?

Mebuis works as operators, not report writers. The people doing the work have run companies with real profit-and-loss responsibility, so recommendations are judged by whether they can be carried out by your team, not by how they look in a slide deck.

Who handles implementation after the plan is set?

Mebuis and MebuisWorks. Mebuis is the consulting, management, strategy, leadership, process, and lean side of the work. MebuisWorks handles technology, architecture, design, implementation, and integration. When the plan calls for outside specialists, we help you find the right industry-specific partners, negotiate the contracts, and manage the implementation so it lands the way it was planned.

What does MebuisWorks do?

MebuisWorks is the technology arm of Mebuis. It handles design, architecture, implementation, systems integration, and AI — from ERP and CRM through to our own Astra AI. MebuisWorks does the implementation. Where the plan needs a software partner instead of a build, Mebuis helps you pick that partner, negotiate the rates, and manage the project through to go-live. All our experience goes onto the project, so it moves quickly.

Where is Mebuis located, and do you work with businesses outside Texas?

Mebuis is based at 1908 Lone Star Rd. Ste B, Mansfield, Texas 76063, in the Dallas-Fort Worth area, and works with businesses across the United States.

How do I get started?

Book a call with George from any "Talk with George" button on this site, or call 817.764.0200. On the call you describe what is getting in the way, and George tells you plainly whether Mebuis is a fit and what the work would involve.

Talk with George · Call 817.764.0200