Services

We tailor our financial, strategic and data-driven advisory services to each company’s circumstances, objectives and decision-making needs.

We provide comprehensive advisory services throughout mergers and acquisitions and company sale processes, supporting clients on both the buy side and the sell side. We assist with developing the transaction strategy, identifying acquisition targets or potential buyers, defining valuation criteria and preparing the financial aspects of the negotiation process.
On the sell side, we help prepare the company for sale, compile the required financial materials, manage investor communications and evaluate offers. On the buy side, we support clients in analysing acquisition targets, conducting financial due diligence, performing valuations and making informed decisions.
The purpose of financial due diligence is to provide a comprehensive and objective assessment of a company’s financial position, operations, performance and risks. This is particularly important before an acquisition, investment, capital-raising process or strategic decision.
During the due diligence process, we analyse revenue and cost trends, profitability, cash flow generation, working capital, debt levels and other factors that may affect the company’s value or future performance.
Our corporate and business valuation services aim to provide a well-founded assessment of the market value of a company or business unit. A valuation may be essential before a company sale, acquisition, capital-raising process, shareholder buyout, generational succession or strategic decision.
Depending on the circumstances, we may apply several valuation methodologies, including discounted cash flow analysis, market comparable analysis and the net asset value approach. The result is a professional valuation that supports owners, investors and decision-makers in making informed long-term financial decisions.

Transaction and Valuation Advisory

Business Planning, Financing and Strategy

We prepare and review business plans for companies to support growth decisions, financing, investor negotiations and internal strategic planning. A business plan is not merely a financial document, but a structured presentation of the company’s future operations and objectives.
During the planning process, we consider revenue models, cost structures, the market environment, investment requirements, funding needs and expected profitability. We professionally review existing business plans, revise them where necessary and provide regular monitoring to compare planned figures with actual performance.
We develop detailed financial models to support corporate decision-making, investments, transactions, capital raising and project finance. Each financial model presents the company’s or project’s projected revenues, costs, profitability, cash flow and funding requirements in a clear and transparent format.
We review, improve and professionally validate existing models, with particular attention to the reasonableness of assumptions, the accuracy of calculations and the model’s logical structure. As part of the monitoring process, we compare actual performance with projected figures, enabling variances and areas requiring corrective action to be identified at an early stage.
We support companies in developing an appropriate financing strategy and preparing for the capital-raising process. The aim of the service is to ensure that the client enters the market with business materials that are compelling from an investor’s perspective, financially sound and professionally presented.
We assist with preparing the business plan and financial model, developing the investor presentation, determining funding requirements and preparing communications with potential investors or financing partners. Throughout the process, we also support the client in negotiations and in the financial evaluation of offers.
We provide project finance advisory services to support the financial preparation of investments, development initiatives and major business projects. We help determine the project’s funding requirements, expected returns, risks and potential financing structure.
As part of our services, we prepare financial models, cash flow forecasts, return calculations and financing documentation. Our goal is to ensure that the project is financially transparent, well-founded and clearly understandable to potential financing partners.
By developing tailored financial strategies, we help companies establish sustainable, transparent and value-creating financial operations for the long term. The strategy may focus on financing growth, improving profitability, optimising the cost structure, stabilising cash flow or increasing enterprise value.
As part of the strategy development process, we analyse the company’s current operations, financial performance, risks and future opportunities. Based on this assessment, we develop practical strategic directions and decision-support recommendations aligned with the company’s business objectives.

Controlling and Business Reporting

We help companies design and implement effective controlling systems that support management decision-making, performance monitoring and transparency across financial processes. A well-functioning controlling system enables management to assess the company’s operations based on accurate and up-to-date information.
Our services may include developing a KPI framework, establishing a monthly reporting structure, defining cost centres and revenue categories, comparing budgeted and actual figures, and preparing regular management reports.
We develop Power BI reports and dashboards that enable companies to monitor their financial and business performance clearly and effectively. Visual reporting allows management to quickly interpret key data, trends and variances.
We build new reports and review, optimise and maintain existing dashboards. Throughout the process, we focus on data structure, calculation accuracy, DAX measures, visual clarity and ensuring that each report effectively supports decision-making.