Advisory methodology focused on the concrete and measurable value generation.
The Strategic Management Advisory activities aim to assist organizations in analyzing their external and internal environment, creating goals and a clear vision for its future.
Great for companies who intend to professionalize their management process, capturing the attention of potential investors.
Definition of the strategy and business model.
Identification of value proposition, sources of revenue, cost structure, distribution channels, key partners, investments need, etc.
Financial, economic and operational viability
Review or formalization of the strategic guidelines – Mission, Vision, Values, Core Business, Core Competences, etc.
Environmental analysis – identify strengths, weaknesses, opportunities and threats.
Market analysis – level of industry rivalry, suppliers and customers bargaining power, threat of entry of new competitors or substitute products.
Formulating strategic objectives, organized on the Strategic Map – elaboration of strategic planning of the business.
Breakdown of the objectives into goals and indicators – Balanced Scorecard.
Control and prioritization of strategic initiatives and action plans to ensure that the desired strategy is executed.
Follow-up of emerging strategies to ensure alignment with the desired strategy.
Routine of strategic discussions and analysis to create new culture within the company.
Transparency policy among investors and executives.
Professionalization of the management process.
Implementation of an active advisory board.
Organization of the succession process.
The Financial Management advisory aims to optimize the financial resources of a business.
Our actions focuses on improving working capital, capital structure and return on investment.
Efficient financial management allows to view the actual economic and financial situation of the business and improves the predictability of the company’s cash management.
Working Capital Management
Focus on reduction of Working Capital Requirement and Cycle.
Implementation of control tools and analysis of stocks: ABC curve, inventory turnover by product or line, Safety Stock, Order Point, etc.
Diagnosis of customer receipt policy and monitor the default rate.
Analysis of purchasing practices – payments terms vs. price
Adequacy of sources of funds according to their applications.
Analysis of the profile of debt and optimize the cost of capital.
Calculation of capital required to develop the business.
Solvency and liquidity analysis.
Sensitivity analysis – definition of assumptions and scenarios.
Financial modeling of investment.
Viability Analysis – Discounted Cash Flow, IRR, NPV, Payback, etc.
Risk-Return ratio analysis.
Operational management has emphasis on effective increase of the results and the company’s market competitiveness.
Companies operating in competitive markets and have pressured profit margins need to constantly improve their processes to generate revenue and reduced spending.
Portfolio and profitability evaluation of products and lines.
Market analysis and growth potential.
Evaluation of sales structure and compensation model.
Budget process culture creation.
Organizational Structure adjustment.
Cost management andsupply chain.
Break-evenanalysis andcontribution margin.