McKinsey-Style Consultant vs Financial Due Diligence

McKinsey-Style Consultant

By Fleury (McKinsey-style Skills)

Generate executive consulting decks with pyramid principle, issue trees, and McKinsey layouts.

Financial Due Diligence

By Mohit Agarwal (PM Skills)

Build a complete financial review framework for any investment, acquisition, or partnership.

McKinsey-Style Consultant

• Breaks down business problems using issue trees and the pyramid principle
• Designs McKinsey-style slide layouts with proper hierarchy and data visualization
• Searches for supporting data and organizes it into Excel sheets with source URLs
• Generates PowerPoint decks page by page with clean charts and executive summaries
• Manages complex multi-page projects across sessions with dependency tracking

Financial Due Diligence

• Creates a tailored document request list covering financials, revenue, costs, cash, debt, and tax
• Generates key analytical questions about revenue quality, margins, cash conversion, and liabilities
• Provides a red flags checklist highlighting common warning signs like customer concentration or aggressive accounting
• Outputs a summary assessment template to rate revenue quality, margin sustainability, cash generation, and overall risk

Reach for McKinsey-Style Consultant when…

• You need to present a strategic analysis to executives or investors
• You're exploring a market opportunity and want a structured research deck
• You want a consulting-quality presentation without hiring a firm
• You have a business problem and need a clear, data-backed recommendation

Reach for Financial Due Diligence when…

• You're evaluating an acquisition target or investment opportunity and need to know what financial info to request
• You're vetting a major supplier or partner and want to assess their financial stability
• You're preparing for a board meeting or investor discussion and need a structured financial review framework
• You need to understand financial health but don't have a finance background