Financial Intelligence & Advisory
Financial analysis, monitoring, CFO as a Service and corporate finance advisory services for companies that need clarity and structure.
Financial Diagnosis
In-depth analysis of the financial situation with executive reports and clear interpretation of indicators.
- Complete financial analysis and diagnosis
- Individual company analysis
- Group financial analysis
- Structured executive reports
- Financial indicator interpretation
- Presentation and Q&A sessions
For companies that need a clear reading of financial performance.
Financial diagnosis report with conclusions and recommendations.
Financial Monitoring
Recurring surveillance of financial indicators for continuous control and anticipation.
- Monthly, quarterly or semi-annual monitoring
- Periodic performance reports
- Critical indicator alerts
- Evolution tracking over time
- Review and interpretation sessions
Monitoring frequency is established according to company context, activity dynamics and real need for control.
For companies that want permanent control over their financial situation.
Periodic monitoring reports and review sessions.
CFO as a Service
Strategic financial support and managerial discipline without the need for a full-time internal CFO.
- Continuous strategic financial support
- Managerial and financial structuring
- Performance interpretation
- Decision-making support
- Financial discipline and prioritization
- Support for management and board
For companies that need mature financial thinking without an internal CFO.
Strategic partnership with financial support adapted to company needs.
Company Evaluation
Professional evaluation for strategic decisions, transactions or restructuring.
- Company evaluation for various purposes
- Comparative market analysis
- Structured evaluation reports
- Financial reading for important decisions
- Support in development or reorganization processes
- Foundation for negotiations
For companies in important stages: evaluation for sale, acquisition, partnership or restructuring.
Professional evaluation report with methodology and clear conclusions.
M&A Advisory
Strategic analysis and support for mergers, acquisitions and other corporate transactions.
- Financial due diligence
- Strategic transaction analysis
- Negotiation support
- Transaction structuring
- Coordination with other consultants
- Advisory for buyer or seller
For companies involved in M&A processes, either as seller, buyer or strategic partner.
Financial due diligence, strategic support and transaction documentation.
Banking Readiness
Preparation and structuring for accessing banking products and financing.
- Documentation preparation for banking products
- Company financial presentation structuring
- Selection of appropriate financing solutions
- Negotiation support
- Need clarification and matching with relevant products
- Support in relationship with financiers
For companies preparing bank financing or other forms of capital.
Structured documentation and support in the financing process.
Which service fits you?
Each collaboration starts with a discussion to understand the context and real needs of your company.
Request a discussion