Investment Consulting basic Services

  • Investments Projects Efficiency Valuation
  • Investment & Information Memorandums Preparation
  • Mergers & acquisitions operations
  • Financial & Economic Business Model Generation
  • Effective owners and investors search

 

Business Valuation 

Clients 

  • Owners  wishing to know and manage a market value of their business
  • Owners wishing to buy / sell their business / separate enterprises / parts of business

Problems 

  • Necessity of valuation of buy / sel operations (business insurance) expedience
  • Uncertainty in final results of investment
  • Necessity of a business value increase

Results 

  • Expert conclusion (report) about Business Valuation
  • Recommendations about necessary actions for increase of a Business Market Value

Structure of main works: 

  • Choice of a Valuation instruments
  • Preparation of information for making  Valuation
  • Exposure of key factors that make influence on Value
  • Valuation of financial risks, making influence on the Company Cost
  • Realization of calculations by chosen Business Valuation methods
  • Formulation of conclusion about Busines Valuation and preparation of recommendations

Duration of works: 3 - 4 months

Financial Condition Analysis

Clients 

 

  • Companies  wishing to receive an objective and precise Valuation of their financial condition and opportunely take adequate administrative decisions
  • Owners and investors  interested in express-valuation of the competitiveness and reliability of their partners

Problems 

  • Unbalanced financial Development
  • Ineffective use of  business financial resources
  • Doubts about financial stability of a partner

Results 

  • Development of administrative decisions, taking to improve a financial condition
  •  Conclusions about financial condition of a partner

Structure of main works: 

  • Collection of information for  making  an analysis
  • Analysis of Financial Reporting
  • Preparation of Financial Reporting with description of possible directions of situation improvement

 

Duration of works: 2 weeks

Assessing of Investment Projects Efficiency 

Clients

  • Companies striving for realization of an investment project and wishing to value its efficiency
  • Investors (banks, companies)  wishing to become participants of investment projects
  • Companies wishing to receive information about financial after-effects of investment projects realization

Problems

  • Doubts about expediency of participation in the investment project and its efficiency
  • Result uncertainty of  the investment project that is realized

Results

  • Conclusions about efficiency of the investment project , taking account of principles and methods of the world practice
  • Basis of expedience of investor participation in the investment projects realization (investment of resources)
  • Choice of the optimum variant of a participation in the investment project

Structure of main works:

 Making an expert examination of the investment project

  • Development of a rating system of investment decisions
  • Conclusion about expediency of the investment project realization or participation

Duration of works: 1 – 1.5 months

Development of Investment Offers

Clients

  • Companies and persons that are needy in attraction of strategic partners with the purpose of strengthening of their potential
  • Companies wishing to prepare a necessary  package of documents for attraction of financial resources

Problems

  • Absence of practical skills and qualified specialist for an independent preparation of  a necessary documentation

Results

  • Preparation of the Investment Memorandum for the investor

Structure of main works:

  • Collection and analysis of information about the Company and its Market
  • Preparation of the Investment Memorandum

Duration of works: 1 month

Financial Analysis of Mergers and Acquisitions Actions

Clients

  • Companies, actively developing their business by means of merger with partners / acquisition of new sources of raw materials, production capacities, know-how, distribution channels etc.

Problems

  • Absence of experience and qualification in the independent valuation of financial aspects
  • Underestimation (overestimation) of the real Cost of the Company, participating in the Mergers and Acquisitions Actions

Results

  • Conclusions about efficiency of possible Mergers and Acquisitions Actions
  • Analysis of financial risks during a transaction and recommendations about a negotiation of the risks

Structure of main works:

  • Determination of participants and bargain objects, collection of information about them
  • Valuation of the cost of  the main bargain elements
  • Forecast of the Mergers and Acquisitions results

Duration of works: 2 - 3 months

Financial and Economic Business Models Construction

Clients

  • Owners and top-managers of  Companies wishing to solve a large range of administrative tasks (from strictly specialized tasks – budgeting, basing of economic standards to complex static and dynamic tasks – cost, budget, working capital turnover )  by means of business models

Problems

  • Current accounting policies of the enterprise don’t show a real financial condition of the Company
  • Absence of effective instruments for a future conditions forecast of the whole business and its particular parts

Results

  • Management instruments in the form of electronic tables / files, allowing to model management decisions and value their results

Structure of main works:

  • Funds-flow calculation and determination of a current business cost  / a decision efficiency of a particular task
  • Analysis of a creation of value / efficiency
  • Exposure and analysis of a key factors influence degree on a process efficiency
  • Development of a financial and economic model

Duration of works: 2 - 3 months

Arrangement of  Management Accounting and Budgeting

Clients

  • Companies  striving for an optimum resource distribution between particular subdivisions and types of a business activity
  • Companies  wishing to use management accounting instruments for a basing and analysis of financial indices
  • Companies striving for receiving an objective information about  cost items and amount of expenses of  subdivisions in various directions of a business activity

Problems

  • Absence of an operational information receiving system to get information about financial business indices
  • Ineffective distribution and use  of the Company resources
  • Absence of information about expense structuring for supporting particular subdivisions, directions of activity

Results

  • Project of the Company Budgeting System

Structure of main works:

  • Determination of the main business processes and budget forming levels
  • Development of the Budgeting System
  • Supporting of the Budget Implementation Process

Duration of works: 3 - 4 months

Controlling Systems Implementation