I start by asking a lot of questions. The goal is to understand the company’s economic model- how it thinks of making money. There are many more complex models than buying and reselling a product with a margin. It is also to understand the organization and operation planned by the leader.
Once I have this information, I can build the framework of the financial plan, which will be personalized and adapted to the company’s activity. I then take the data individually, and with the knowledge I have of the action, I understand those linked together. Finally, I prepared the formulas on the Excel spreadsheet. So once I got the info, I worked on my side to prepare the board.