Outsourced Valuation, Financial Analysis & Advisory
Your Financial Analysis Team, Extended.
Prismark works alongside valuation firms, CPA firms, M&A advisors, attorneys, and businesses as a senior-reviewed extension of their team — handling valuation, financial modelling, and research work with the same rigor as an in-house analyst, without the overhead of building one.
Your team · extended by Prismark
What We Do
One team across valuation, analysis, modelling, and research.
Rather than treating each engagement as a one-off, Prismark supports clients across the full range of analytical work a growing practice needs — so the same team that built your valuation model can also support the diligence memo that follows it.
Valuation
Business, equity, and purpose-specific valuations built on internationally recognized methodologies.
Financial Analysis
Historical performance, ratio, and diligence-grade analysis that supports a decision or transaction.
Financial Modelling
Three-statement models and scenario analysis built to be used, reviewed, and defended.
Research & Advisory
Industry and company research that informs assumptions, deal theses, and recommendations.
Who We Work With
Professional firms and businesses that need more analytical capacity.
Whether you're a firm sending overflow work, or a business that needs a valuation without building an internal team to get it, Prismark can operate directly with you or behind the scenes alongside your existing advisors.
- Valuation Firms
- CPA & Accounting Firms
- Tax Advisory Firms
- Business Brokers
- M&A Advisors
- Investment Banks
- Law Firms
- Family Offices
- Private Equity Firms
- Venture Capital Firms
- Corporations
- Business Owners
What We Cover
Services built around how the work is actually used.
Valuation
Valuing the equity or ownership interest in a company for a transaction, planning decision, or regulatory purpose.
10 services
Financial Analysis
Historical performance, ratio, and diligence-grade financial analysis supporting a decision or transaction.
1 service
Financial Modelling
Three-statement models and scenario analysis built to your templates and reviewed before they reach you.
1 service
Research & Advisory
Industry and company-specific research that informs assumptions, deal theses, and recommendations.
1 service
Outsourced Support
Recurring or overflow analytical capacity — Prismark working from your templates and process as an extension of your team.
1 service
Why Prismark
Access to additional financial analysis capacity, without building another department.
Extension of Your Team
We operate alongside your existing team rather than as a one-time vendor, adapting to your workflow, not the other way around.
Senior-Level Oversight
Every engagement receives appropriate oversight — work is reviewed, not treated as anonymous production.
Quality Before Volume
The goal is reliable, well-supported work — not the largest number of assignments processed.
Confidentiality
Financial information is sensitive by nature. We treat it that way in every engagement, without exception.
Our Process
A consistent, reviewed process behind every engagement.
Understand
Before any analysis begins, we understand why the work is needed and how the engagement should be scoped.
Analyze
Data is reviewed, normalized, and analyzed using the methodology appropriate to the engagement.
Advise
Findings are reviewed internally, then discussed directly with you before anything is finalized.
Deliver
Revisions are incorporated, the final deliverable is quality-checked, and the relationship continues from there.
What Working With Us Looks Like
From a first message to a finished deliverable.
- 01
Send a project
Share what you need — a single engagement, an overflow project, or ongoing support.
- 02
Scope is confirmed
We agree on deliverables, timeline, methodology, and how you'd like to communicate.
- 03
We analyze
Your documents are reviewed and the analysis proceeds against the agreed scope.
- 04
You review
We walk through assumptions and findings with you before anything is finalized.
- 05
Revisions, then delivery
Agreed changes are incorporated and the final deliverable is provided securely.
What does Prismark do?+
Prismark provides outsourced valuation, financial analysis, financial modelling, and research support to professional firms and businesses — working as an extension of your existing team on part or all of an engagement.
How does the outsourcing process work?+
We start by understanding the purpose and scope of the work, collect the relevant documents, and proceed through analysis, internal review, and client discussion before final delivery. You can see the full process on our Our Process page.
What happens after I submit an inquiry?+
We review your inquiry and respond to discuss scope, timeline, and next steps. For prospective firm partners, requesting a sample model and report is a good way to evaluate our work before committing a live engagement.
Can Prismark work as an extension of our internal team?+
Yes. That is the core of how we work. We adapt to your templates, methodology, and review process, and can operate behind the scenes on a recurring or project basis.
Insights
Perspective on valuation and financial analysis.
Articles are in progress. Check back soon, or get in touch directly with a question in the meantime.
See how we work before you commit to a live engagement.
Request a sample model and report, or tell us what you're working on and we'll get back to you within one business day.