Our Services : Strategy & Valuation
Strategy & Valuation services mainly consist in supporting the shareholders, the management and financial institutions, in all the circumstance of the company’s life (i.e. start-up, strategic planning development, crisis and turnaround, corporate reorganization, compliance for accounting and tax purpose; equity re-placement and generational change program) in which a professional and qualified support is required: (i.e. start-up, strategic planning development, crisis and turnaround, corporate reorganization, compliance for accounting and tax purpose; equity re-placement and generational change program) in which a professional and qualified support is required:
- Industrial Plan and Strategic Planning;
- Assessment of the company competitive positioning and competitors analysis;
- Economic and Financial check-up;
- Business Planning;
- Independent Business Plan Review (IBR);
- Company and Intangible Assets Valuation;
- Fairness Opinion.
Our distinctive «issue-driven» approach to provide solution to the most typical company business issues – Strategy & Valuation
Need for a qualified support in the corporate strategic planning and in the preparation of the business plan
Our support includes the preparation of the Business Plan document with the related financial model in line with the company business purpose. (i.e. sharing of the business plan document with the Banks or Financial Institutions, Management and Shareholders or to analyse actionable options to define a new strategic roadmap)
Need for a qualified support in the analysis of the company’s economic and financial performance , defining the business profitability, the net financial position, the return on investment and the ability to generate cash flows
Our support includes a detailed and in-depth economic and financial analysis of the company performance over the last 3/5 years, also in comparative terms with comparable competitors (benchmarking), and the preparation of a summary document that highlights key issues and strategic priorities to focus on
Need for a qualified support in the valuation of the company, business unit, shareholding or intangible asset (brand, patents, customer list, goodwill, etc.) in all the circumstance where a professional valuation is required (i.e. financial reports, impairment test, corporate re-organization , fairness opinions in relations to requests from the BoD, financial or tax institutions, or for internal purpose of the shareholders
Preparation of the Valuation Report /Fairness Opinion in line with the required professional standard for this type of engagements
Need for qualified support to assess and re-think the strategic positioning of the company analysing the economic and financial impact of a set of actionable strategic options
Our support includes the analysis of the main market trends, the company’s competitive positioning also performing interviews with customers / suppliers and industry experts, benchmarking with the main competitors, identification, analysis and evaluation of actionable strategic options, preparation of a summary document the highlights the main issues and strategic priorities to focus on
Need for a qualified support in the valuation of the economic and financial sustainability and feasibility of identified investment projects
Business Case analysis, identification key assumptions, modelling of different scenarios highlighting the economic and financial impacts on company profitability and financial positions
Need for a qualified support in order to negotiate with banks, financial institutions or key suppliers a restructuring of the debt and/or the maturities with the preparation of a professional Independent Business Plan Review focused on the reasonableness and feasibility of key assumptions/goals and ability to generate cash flow to support corporate debts and maturities
Preparation of a professional Independent Business Plan Review document in line with the professional standard required for this type of engagements (IBR)