Financial services consulting
The bold triumph over peril before it reaches them.
Strategic Planning
In the dynamic world of accounting, simply compiling numbers is outdated. Our strategic planning service is a game-changer for your business. It’s not just about balancing the books. It’s about charting a course for your success.
Working with you to understand your goals, risks and aspirations. Developing customized strategies that align your financial decisions with your overall goals. Anticipate change, empower your customers and gain a competitive edge. Your business becomes stronger with the right strategic planning.
Business Plan
A business plan is your roadmap to success. It’s like a roadmap that guides your career path and keeps you on track. It helps you clarify your objectives, understand your target audience and develop strategies to meet your challenges.
A business plan is not only useful to investors, it’s invaluable to your company. It helps organize your ideas, build your confidence and reveal your company’s potential to the world.
Enjoy the benefits of good planning, and watch your business flourish.
Business Process Optimization
We document and analyze your company’s various processes. We identify inefficiencies and control problems. We then support the customer in the development of optimized processes, and can also help with the implementation of change among teams.
Management Software Implementation Support
We help you define your needs and select the right system. We can then manage the implementation, paying particular attention to change management. We look for possible optimizations with the new system, as well as synergies with other applications used by the company.
Buying and Selling Companies
We stand out when it comes to assisting entrepreneurs with the acquisition or sale of a business. Our approach is comprehensive and goes beyond simple advice.
We meticulously analyze financial data, developing precise projections that highlight the power of acquisition-related synergies.
Working closely with entrepreneurs, we put in place a harmonious and transparent post-acquisition structure.
Armed with this solid financial knowledge, we actively seek out the optimal and appropriate financing, guaranteeing a strategic and solid path throughout the transaction.
Transactional Support - Buying and Selling a Business
Our skilled team specializes in preparing value calculation reports – the backbone of any acquisition project. But we’re not in this alone. We partner with experienced outside consultants when a formal valuation report is required.
We don’t limit ourselves to numbers. We’re detail oriented. We meticulously explore letters of intent and purchase contracts, leaving no stone unturned to protect your interests.
We focus on what’s risky, what’s critical, and what really matters. Our goal is to equip you with the knowledge you need to make sound strategic choices.
Business Valuation
We’re real pros when it comes to strategic acquisitions. Our specialty? Detailed valuation reports that are goldmines of information. These reports are the secret sauce that helps you decide whether an acquisition is worth its weight in gold.
We’re not ordinary accountants, we’re flexible. We adapt. And, if the situation calls for it, we team up with the best outside minds in the business to help you make the right business decisions.
Our superpower? Teamwork. Whether it’s acquisitions or other strategic feats, our relationships are solid, genuine, and as reliable as your right arm.
Your adventure into the world of acquisitions begins with one of our valuation reports. Let’s talk about it.
Financing Support
We take a fresh approach. It begins with a thorough assessment of your financial needs, to illuminate the path to meeting your financing application requirements.
Our team specializes in guiding you through the entire application process. From building relationships with key financial partners to working with reputable institutions, we guarantee a pleasant experience.
We gather information tailored to your requirements, enabling you to present a compelling plan. Our support extends to negotiations, during which we skillfully defend conditions that put your interests first. This paves the way for progress towards a prosperous financial future.
Join us in shaping your success today.
Company Succession
A company approaches its future proactively when it charts a clear course for succession planning. Our approach to human resources support goes beyond the traditional and focuses on the human side of entrepreneurship.
We assess staff members to determine who has the best entrepreneurial fiber to take over.
When determining necessary changes to internal processes, factors such as seamless human integration, promoting cultural evolution, integrating new generations, reshaping roles, and responsibilities, and navigating tax and legal considerations are taken into account.
It also facilitates the search for financing, while ensuring follow-up after the transfer of power, to guarantee a smooth transition.