Financial modeling to drive your business

We support companies and entrepreneurs with personalized advice, analysis, and financial models to make strategic decisions.

Services

Business valuation and investor negotiation

We analyze and value your company, prepare models and documentation for investors, and support you in negotiations to defend the true value of your project.

Services

Financial news and company analysis

We publish company analyses, business valuation articles, and insights on current economic affairs based on financial modeling tools.

Publications

Financial tools and downloadable models

We provide downloadable Excel files, templates, and practical guides to build and use professional financial tools.

Resources

KEA Advisory

Financial consulting for companies and entrepreneurs

We support companies and entrepreneurs with professional advice, creating practical tools that allow them to plan, value, and analyze businesses, both from the buyer’s and seller’s perspective. We are experts in financial modeling, financial analysis, and business valuation.

Sergio López, CFA

Founder of KEA Advisory

Services

Professional service tailored to your business

We are finance professionals. Do you need an Excel tool to solve a specific problem, a financial model for your business, the valuation of a company you want to buy or sell, or assistance negotiating with the buyer or seller of one of your companies? Contact us, we are here to help you with your finances.

Financial budgeting

Short-term models that set financial objectives and allow for the control of potential deviations.

Financial planning

Models that project future performance and facilitate informed short- and long-term decisions.

Financial statements

Income statement, balance sheet, and cash flows to understand the financial basis of the business.

Business valuation

Models that estimate the intrinsic or real value of a business or company to support buying, selling, or investment decisions.

Financial tools

Practical resources to analyze, control, and visualize key business aspects with data.

Investor negotiation

Financial support in investment or divestment processes to defend the value of the project or business.

Standardized models

Excel and preconfigured financial tools ready to be applied to a specific case.

Startup investment

We participate in projects with growth potential, offering services or direct investment.

Experience

Reliable results with global reach

More than 200 projects completed in over 30 countries and 50 sectors endorse our global experience.

We collaborate recurrently with 77% of our clients. If you are one of them, thank you. If you are not yet, we hope to welcome you soon to our community of satisfied clients.

4.9/5

Rating

Top Rated Pro

Projects completed

Sectors analyzed

Countries with clients

Recurring clients

Sergio did an excellent job creating the financial projections for Brew on Wheels. He was professional, extremely fast, and very helpful throughout the process. Beyond delivering a solid model, he took the time to explain it clearly and helped me fill it out properly so I fully understood how everything worked. Reliable, efficient, and high-quality work.

Brew on Wheels

France

What began as an initial collaboration quickly evolved into a much deeper professional relationship. Based on the quality of our work together, Sergio is becoming an integral part of the structure I am building. He combines strong business acumen with solid technical expertise, bringing reliability, strategic insight, and a high level of trust to every project. Sergio is a professional you can confidently rely on when both execution and sound judgment truly matter.

Delian & Co

Switzerland

Sergio has been an invaluable asset in developing highly sophisticated Excel models. He has a rare ability to translate complex business requirements into seamless, scalable tools. His technical proficiency is top-tier, but it’s his problem-solving mindset that truly sets him apart. If you need someone to tackle intricate data structures with precision, Sergio is your guy.

Malcom

USA

I’ve worked with Sergio on over 17 different projects—spanning from complex financial modeling to strategic planning for F&B and real estate ventures in Riyadh. At Rephaq, we often deal with high-stakes environments where we need a professional, neutral, yet deeply expert eye, and Sergio has been our go-to partner every single time. He is incredibly fast and efficient. His integrity is unmatched, and his dedication to seeing a project succeed is as real as it gets.

Rephaq - Business Model Development

Saudi Arabia

Contact

Inquire now,
without obligation

Publications

Analysis, valuations, and news in the financial sector

DCF Valuation Explained: A Practical Guide for SMEs and Startups

9 May, 2026

Introduction Discounted Cash Flow (DCF) valuation is one of the most widely used valuation methodologies in corporate finance. From investment banking and private equity to strategic planning and fundraising processes,[…]

How to Build a Financial Model for Investors (Step-by-Step)

8 May, 2026

Introduction A strong financial model is one of the most important tools a company can develop when preparing to raise capital, evaluate strategic decisions or communicate with investors. Whether you[…]

The Emerging Stress in Private Credit for Software: What Investors and Founders Should Watch

5 May, 2026

Over the past decade, software—particularly SaaS—has been one of the primary beneficiaries of the rapid expansion of private credit. Predictable revenues, high margins, and scalable business models made software companies[…]

Financial consulting for companies and entrepreneurs