Financial Advisory Services

Services Offered

Virtual CFO Services

  • Financial budget and KPIs for the business
  • Management reporting system to deliver to the directors:
    • Monthly financials compared against the budget
    • Analysis of financial results
    • Forecasts of targets for the remainder of the year
    • Understanding of KPIs driving the business’ performance
  • Strategic advice and recommendations, including:
    • Business performance and issues
    • Operational advice
    • Sales and marketing advice
    • Systems and technology advice
    • Human resource and staff advice
  • Review of financials and training for the business’ accountant
  • Implement reporting within the business.

Finance Advisory

  • Creating/ putting in place in-house finance teams- size  
  • Evolving and fine-tuning systems, procedures and reviews to address the aforementioned and other similar/ related case specific issues/ aspects
  • Implementing and overseeing the functioning of the same over a defined period of time.

Debt Funding Advisory

This is designed to assist clients in analysing their current debt capacity & head-room, determining appropriate Balance Sheet structure and identifying & implementing innovative Financing options matching their financial strategy.

Business Process Workflows

Business Process Workflows- an initiative in which we act as the link between your business team and the backend technology platform in ensuring that process and procedural initiatives meet the business objectives while ensuring requisite controls, risk management and corporate governance.

Business Appraisal

Business Appraisal services includes reviewing the past performance of the business; studying the industry dynamics and operating environment and its impact on the performance of the business; validating detailed projections prepared by the management, based on historical trends, future plans and industry dynamics; arriving at the key valuation drivers for the business; determining a value range for the business, giving due consideration to both qualitative and quantitative factors, using appropriate valuation methodologies.

Other Services

  • Creation of financial model
  • Tax structures & Planning
  • Review of statutory compliances and guidance on course correction, if required
  • ERP Evaluation