Independent review · Technical verification

Find the errors before a decision depends on them.

Independent technical assessment of existing financial models with a defined review scope, documented tests, exceptions and limitations.

What a model review examines

Confidence should come from testing, not presentation.

A beautiful dashboard tells you little about whether underlying assumptions, formulas and references produce the stated result.

I perform independent technical verification of selected model outputs, tracing numbers back to source assumptions and documenting exceptions where the agreed criteria are not met.

Independent consulting capacity. This is not a statutory financial statement audit, an ISRS 4400 engagement or a formal assurance opinion. No guarantee of acceptance by prospective investors, lenders or professional firms is implied.

Typical testing procedures

Input and assumption consistency
Formula errors and broken links
Forecast, discount-rate and valuation mechanics
Selected KPI definitions and arithmetic
Financial-statement linkages and cash-flow integrity
Scenario, sensitivity and selected probability models
Cross-case references and calculation trails
Exception documentation and decision impact

Transparent verification process

What happens during the review?

The process is structured so readers can distinguish tested facts from unverified assumptions.

01 / SCOPE

Define the evidence

Agree model version, source files, intended readers, sample strategy, review criteria and reporting limitations.

02 / REPERFORM

Independently recalculate

Select tests using risk and materiality, reproduce calculations, reconcile selected outputs and investigate discrepancies.

03 / REPORT

Explain the findings

Record tested items, procedures carried out, confirmed exceptions, limitations and the work's overall technical conclusions.

Reporting and responsibilities

Clear deliverables with clear boundaries.

A technical verification report can be useful to management and prospective stakeholders, but it cannot substitute for a statutory audit or a report issued by an authorised assurance practitioner.

AI-assisted checks: Where the client approves their use and confidentiality requirements permit, analytical tools may support research and checking. Material calculations and report findings must still be independently reviewed against underlying evidence.

Typical deliverables

A concise technical verification report
Description of scope and work performed
Risk-based sampling and recalculation summary
Discrepancy and exception schedule, if applicable
Scope limitations and items not tested
Findings confined to the work actually undertaken

Any intended external reliance, assurance status or professional sign-off requirements must be agreed separately before work begins.

Need an independent second view?

Share the model version, areas of concern and intended use so the verification scope can be agreed.

Discuss your project ↗