Services
Strategic Financial Advisory, Planning & Analysis We bring value to our clients through best practice financial management. We improve the way our clients review and manage their business to successfully drive profitability and cash flow. We believe financial clarity and management ownership is critical for successful growth. We work with our clients to instill the tools and processes necessary to ensure such an environment is created across all departments and maintained in a positive productive manner.
We provide assistance to clients in the following areas:
- Budgeting and Forecasting
- Strategic Planning and Analysis
- Management Reporting
- Board of Directors and Investor Reporting and Presentation
- Operational Metrics and Key Business Drivers Analysis
Financial Accounting Improvement and ScalabilityWe add value to our clients by "cleaning-up" the financial accounting and improving reporting processes, tools and procedures. Often as companies grow rapidly and management is focused on customer accounts and cash flow, the accounting and financial procedures fail to keep up and are unable to scale efficiently with the business. This frequently leads to significant process inefficiencies, the addition of manual procedures and an inability to present consistent, reliable and timely financial reporting.
We can help you develop and implement a best practice, scalable financial accounting department. Let us help you with the following:
- Optimize your accounting and financial reporting processes
- Develop and implement a financial accounting model that is both reliable and scalable
- Clearly and consistently present financial performance achieved to date
- Develop and report supportable metrics and drivers for growing your business in the future.
Mergers & Acquisitions We serve as our client's corporate development team, providing expertise and knowledgeable resources throughout all stages of a transaction. We utilize best practice M&A diligence and integration processes and tools. We address our clients' unique needs and provide the level of leadership and support required, ranging from leading overall corporate develop strategy and processes to providing a particular skillset through staff augmentation.
When your company does not have the internal bench strength to lead and/or support a transaction, we are there to help. We work as part of your team, coordinate with the accountants, attorneys and investment bankers on your behalf, supporting you in achieving a successful transaction long after they are all gone.
We provide the following M&A Services:
- Acquisition strategy and target company criteria
- Sourcing target companies
- Initial evaluation and approval process
- Due diligence across all departments
- Comprehensive financial and valuation model
- Transaction Integration planning and project management
We are able to support our clients through any or all stages of a transaction as follows:
Pre-Transaction – Strategize, Source and Prioritize:
- Define Acquisition Strategy – we collaborate with executive management to identify and establish strategic acquisition criteria
- Source target companies
- Develop a disciplined initial evaluation and approval process
- Initial business case for Board level approval
- Scorecard to rank targeted companies according to client's corporate strategy
- Financial model for initial review, including: capital structure, financials projections, financial return analyses, multiple scenarios
- Benchmarked financial metrics aligned with client's business and strategy
During Transaction – Due Diligence:
- Lead due diligence process, coordinating across all departments (operations, sales, IT, HR, etc.)
- Develop a comprehensive acquisition financial model to accommodate multiple divisions and/or entity structures and multiple currencies.
- Utilize and instill best practice M&A diligence and integration processes and tools targeting 60-day completion of diligence and 90-day completion of integration and assimilation
Post Transaction – Transaction Integration:
- Develop the acquisition integration plans, coordinating across all departments
- Project manage integration plans, establishing and leading the Integration Management Office ("IMO") and providing supporting resources for implementation.