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Our Approach

We address the key pain points that companies often face in the areas of finance, strategy, and growth

Finance and Reporting

Strategy and growth

Positioning for exit

  • Pricing analysis & strategy: comprehensive review of the entire matrix of prices to maximize product/service ROI

  • Working capital optimization: unlocking cash via expert management, including order-to-cash, elongating payables, and austere inventory purchasing planning

  • Procurement and cost-out: complete revision of all contracts, including rebids, insourcing, outsourcing

  • Budgeting: end-to-end zero-based budgeting, periodic tracking (3+9, 6+6, 9+3), and management education

  • Treasury management: including FX optimization: expert review of money flows, cash investments, international transactions, and tax effects

  • Cash flow and runway management: accurate and direct assessment of runway and bringing sens of urgency on initiatives to extend it

  • Balance sheet initiatives: relationship with capital providers, refi, release of personal guarantees, benchmark against market conditions

  • Revamp of commercial strategy: empower teams to exceed goals with best practices

  • Distribution expansion: leverage data-driven insights to strategically delve into new channels enhancing sales performance

  • M&A expert: conduct thorough market assessment, analyze competitive landscape, and perform feasibility studies to drive successful new ventures

  • Market research / Business due diligence: deep-dive into market research and comprehensive business due diligence to fuel expansive growth opportunities

  • Strategic partnerships: analysis, due diligence, and active engagement in sourcing and enabling partnerships

  • Organizational design: structuring org chart, compensation and benefic packages to attract and retain top talent

  • Corporate governance: enhance stakeholder engagement by implementing robust corporate governance frameworks, including boards, committees, SOPs, and LTIP plans

  • Buyer reach-out: establishing close ties with prospective buyers to inform business decision making

  • Craft company's equity story: optimize business positioning and train management to convey the story in a compelling way

  • Senior advisory on exit strategy: work with main stakeholders to provide clarity on what an ideal sale process looks like

  • Terms negotiation: ensure that the company will have its interests defended in relation to negotiation and advisors

  • Advisor selection: selection of the best team of advisors for the liquidity event, including investment banks, lawyers, auditors, etc.

  • Go-to-market strategy: benchmark on current transactions and advisory on the best moment for go-to-market

  • Data excellence: ensuring the business will withstand the scrutiny of the most demanding buy side advisors in the market

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