Case Study
Helped define a plan with key priorities and company performance tracking for a professional service firm.
Case Study
Helped define a plan with key priorities and company performance tracking for a professional service firm.
- The client was a professional services firm whose last year was one of their most profitable
- They felt they could better control their operations and align towards common goals from the management team
- Finally, they wanted an external perspective and guidance around how best to control their company financials
- Created a fact-based baseline of their operations
- Co-developed a list of prioritized opportunities through workshops with the management team
- Created a roadmap with smart KPIs, analytical support and management coaching
- Support them in the implementation of their key initiatives – working side by side as a member of their team to make sure their targets are achieved
Case Study
Carried out due diligence for a private investor on a services company identifying opportunities and risks helping in structuring the deal.
- The client was an investor fund that was considering acquiring a services company with growth ambitions.
- The investors didn’t know whether the company had a solid strategy and business model to sustain its stated growth trajectory/plan.
- They needed an external evaluation of strategy of the company and potential risks before making an investment offer.
- Started by understanding the target company’s strategy and the most relevant questions for the client.
- We evaluated historical company performance based on in-depth financial statement analysis deep diving by lines of business as we tested hypothesis to explain performance.
- Carried out specific internal and market analyses to confirm the initial hypothesis and answer strategic questions.
- Provided a report on key issues and opportunities defining initiatives in three key areas: M&A, expense management, and salesforce model.
- Answered the strategic questions defined by the investors related to the profitable growth strategy of the target company.
- Allowed the investor to draft a more precise Letter of Intent/ offer to the target company making specific measures of some of the areas identified during the due diligence.
Case Study
Specialty Construction Industry Client – Engaged December 2023.
- Modified Chart of Accounts for financial transparency to support operations
- Reviewed and categorized over 6K CC and bank transactions for 2022/202
- Analyzed results, isolating anomalies that required additional information.
- Transitioned to month;y recording of business transactions starting Jan 2024.
