Before your next big decision

Financial models
for nonprofits

We balance mission and margin to build a financial model that tests your next move, and build a financial case for support to share with your team.

  • Three weeks or less
  • More confidence
  • Yours to keep, forever

For nonprofit leaders

You don't need complete information to decide well.

  • Can we afford this hire or purchase?

    You need help now without leaving your team short of cash later.

  • What should we charge?

    You need to cover costs without pricing people out.

  • Can we start this program?

    You see a need. The plan has to cover staff, space, and other costs.

  • Should we change or close a program?

    People count on it. You need to know what each choice would mean.

  • What happens when this grant ends?

    The funding may stop before the need does.

  • Will we have enough cash?

    You have staff to pay, even if funds come in late.

How we work

Custom models for mission and margin.

  1. Start with your question.

    Name the choice, the options, and what you need to know.

  2. Sort what you know.

    We mark each number as actual, an estimate, or unknown.

  3. Build and test the model.

    We build your model and test what could change the answer.

  4. Make the call.

    Choose your next step—and know why.

Our Engagement

The Decision
Model Sprint

One fixed fee.

Scope and start date agreed before kickoff.
No hourly billing or required retainer.

Talk with us

What you get

  1. Your financial model.

    Editable files your team owns and can update. Inputs are marked actual, estimate, or unknown.

  2. Tested scenarios.

    See which assumptions could change the answer.

  3. Working sessions.

    Walk through the results with us. Learn to use the model and update it.

  4. A sharable case

    A written summary or slide deck of the findings and reasons, ready for your board, funders, or team.

Meet Troy
and Trevyr.

Troy Groenke

Strategy & leadership

Troy Groenke

Troy helps you weigh the options and decide what to do next.

Nonprofit operating experience. Two entrepreneurial exits.

MBA in Finance, Chicago Booth.

Trevyr Meade

Modeling lead

Trevyr Meade

Trevyr builds your model, tests scenarios, and checks the assumptions.

MBA in finance, Chicago Booth.

Graduated with high honors.

Hands-on experience

Selected advisory work

Client perspective

Troy and Trevyr were invaluable to our team across multiple projects. On one of our school-based programs, they sat with my team to understand how the program really worked, our revenue, our expenses, and the gaps in what we could see, then built models we used to reforecast the year month by month and to weigh the five-year economic impact of a major programmatic change. Across all our training programs, we still use the tools they built to track and report revenue.

Kris Van HoofExecutive Director, Consulting Training SolutionsHazelden Betty Ford Foundation
$1M+

Projected expense reductions

We tested a growth plan’s assumptions and financial projections. The client reported lower forecast costs.

Client-reported projection, not verified realized savings.

$3M+

Identified opportunities

We reviewed three years of data and helped build an operating model for a $15M business line.

Client-reported opportunities, not an achieved revenue figure.

$50M+

Federal grant submission

We drafted a multi-partner application and coordinated grant strategy, timelines, and deliverables.

Application amount, not funding awarded or received.

Common
questions.

Can we start with missing numbers?

Yes. Estimates and blanks are welcome. We label what’s known, estimated, or missing, then test which gaps could change the answer. You don’t need a finished budget to start.

What does it cost?

The fee depends on the decision and the work it needs. You receive a fixed-fee proposal before kickoff. There’s no hourly billing or required retainer.

How do you work with our finance team?

We use the numbers your finance team already keeps and work with them to check the assumptions. They get a model they can review, use, and update.

Can you help after the sprint?

Yes. We can refresh forecasts, run new scenarios, or help with budget season. We agree on the scope and fee for that work separately, using the model your team already owns.

Get started

Tell us what you’re considering. We’ll take it from there.

A sentence or two is plenty.

Privacy

What happens next

  1. Share your question.

    Tell us what you’re weighing and what matters to your team.

  2. Talk it through.

    We’ll work through your goals and the numbers you have. No prep sheet needed.

  3. Review a proposal.

    If it’s a fit, you’ll get the scope, fee, and timeline before you decide.