Corporate (business) finance

Customized strategies and approaches for the long-term financial success of your company.

Our consulting is based on the specific needs of each client. We tailor strategies and approaches to individual circumstances. We provide consulting and various types of financial support to clients, helping them gain an overview of their operations, improve financial performance, and optimize their business. We create business plans, professional analyses and opinions, provide investment advice, business-financial monitoring (controlling), independent business reviews, and prepare companies for financing.
Preparing a Company for Financing
Investment Consulting
Preparation of Practical Business and Financial Plans
Corporate Restructuring (e.g., spin-off, separation, divestiture) and Other Restructuring Processes
Independent Business Review
Due Diligence (Financial, Tax, Legal)
Business-Financial Monitoring (Controlling)
Obtaining financing
Designing Strategic Financial Planning for the Company and Strategic Plans
Consulting and Regular Support for Management and Owners in Business Decisions (Management Consulting)
Business Modeling and Simulation of Various Business Scenarios
We provide full support in preparing your company for obtaining financing. Our service includes an analysis of the company's financial condition, preparation of the required documentation and business plan, and assessment of potential funding sources. We also assist in preparing presentations for investors and negotiations with financial institutions. Our goal is to optimize your readiness for financing and increase the likelihood of successfully obtaining the necessary capital for growth and development. We collaborate throughout the financing process to ensure you achieve the most favorable financing conditions. With a comprehensive approach, we help clients secure a company loan, refinance a loan, obtain short-term bridging loans, long-term loans for investment projects, and other forms of financing.
Each company's investment is marked by three objectives: safety, income, and capital growth. We advise you on investment decisions by preparing analyses and financial models (payback period – ROI, net present value, internal rate of return, etc.).
We evaluate the economic justification of investments, determine the optimal financial structure, set and monitor key performance indicators (KPIs), and other necessary parameters. With a prepared investment plan, you will be confident in the correctness of the investment decision and more easily convince financiers and other stakeholders of the feasibility of the goals.
The creation of a practical business and financial plan includes the development of documents that provide a clear picture of the company's growth strategy and financial needs. Our service includes analyzing business objectives, preparing detailed financial projections, and developing strategies to achieve the set goals. We prepare plans that are realistic and feasible, with an emphasis on concrete steps and measurable results. Our plans also include risk assessments and recommendations for managing those risks. Our support enables targeted decision-making and effective business management with clear financial and operational direction.
Corporate restructuring involves processes such as spin-offs, separations, and divestitures aimed at optimizing the capital structure and improving business efficiency. Our service includes analyzing the current capital structure, developing strategies for implementing the restructuring, and providing support during implementation. We help design appropriate structures, manage legal and tax implications, and ensure that the restructuring supports the company's long-term objectives. Our expert team guides you through the entire process to achieve the greatest benefits and minimize risks associated with capital changes.
An independent business review is a comprehensive analysis of a company's operations, including an assessment of financial health, business processes, and efficiency. This service helps identify key areas for improvement and optimization, leading to greater competitiveness. We provide an objective and unbiased view of the company's performance and identify potential risks, enabling management to make informed decisions for sustainable growth and development.
Performing due diligence involves an in-depth analysis of the company's financial, tax, and legal situation. The goal is to uncover potential risks and hidden liabilities that could impact investment or business decisions. We offer a comprehensive overview of the company's financial stability, tax compliance, and legal obligations. Independent due diligence provides our clients with reliable information for safely concluding transactions such as acquisitions, mergers, or other business agreements. Our expert team ensures accuracy, transparency, and a high level of trust in the process.
Business-financial monitoring (controlling) is a service that provides continuous tracking and analysis of key business indicators. It helps identify deviations from planned goals and enables quick and effective corrective actions. Our approach includes regular reporting, customized analyses, and advice on cost optimization and improving profitability. By monitoring financial flows and business processes, we enable better resource management and decision-making based on accurate data. With our controlling services, we ensure greater transparency in operations and a foundation for long-term growth and development.
We provide comprehensive support in obtaining financing for your company. Our service includes preparing high-quality documentation and presentations to secure financing from investors, banks, or other financial institutions. We analyze your financial needs, prepare financial plans, and identify the most favorable financing options. We advise on negotiations and guide you throughout the entire process of obtaining financing. With a professional approach, we ensure optimal financing conditions tailored to your business objectives and development plans. We help clients secure company loans, refinance existing loans, obtain short-term bridging loans, long-term loans for investment projects, and other forms of financing.
Designing strategic financial planning for a company involves developing a long-term financial strategy that supports your business goals. We help you create a comprehensive strategic plan that includes market analysis, setting key objectives, and preparing financial projections and scenarios. Our service helps identify opportunities for growth, optimize resources, and reduce risks. Strategic planning ensures that your company is prepared for future challenges and changes in the business environment. Our goal is to lay a solid foundation for sustainable development and long-term success.
Consulting and regular support for management and owners in business decisions (Management Consulting) provides expert guidance and analytical support in key strategic decisions. We help you identify growth opportunities, optimize business processes, and effectively manage risks. Our service includes regular meetings, analysis of business data, and preparation of tailored solutions to improve company performance. We collaborate with management in planning and implementing business strategies to achieve set goals. Our expert support enables better decision-making and successful navigation through a dynamic business environment.
Business modeling and simulation of various business scenarios allow for the analysis and evaluation of the impact of different decisions on company performance. Using advanced models, we simulate potential future situations, helping to identify risks and opportunities. This service supports the development of flexible business strategies by analyzing potential financial and operational outcomes. Our team helps you optimize business models and prepare for different market conditions. Business modeling enables informed decision-making based on actual data and projected scenarios, increasing the likelihood of long-term success.
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Looking for expert support in financial planning for your business?

FAQ

Investment advisory involves analyzing various options for investing a company's capital, such as investing in new projects, business expansion, or acquisitions. Advisors help you understand potential returns, risks, and the suitability of investments in line with your business goals and strategy. We assist you in preparing an investment plan that ensures confidence in your decision and helps convince financiers and stakeholders of the feasibility of your goals.

Key steps include:

  • Updating financial statements
  • Preparing a solid business plan and financial projections
  • Determining financing needs (amount and purpose of funds)
  • Resolving any legal or administrative issues (e.g., supplier obligations, taxes)
  • Creating a clear presentation for potential financiers on how the funds will contribute to business growth.

 Options include:

  • Equity financing: Selling a stake in the company (e.g., to private investors or venture capital funds).
  • Debt financing: Bank loans, bonds, leases, or other forms of debt capital.
  • Hybrid financing: Combination of equity and debt, such as mezzanine financing.
  • Government grants and subsidies: Securing funds from public sources.

Corporate restructuring involves changes in the company's capital structure, such as:

  • Division: Splitting the company into several smaller units.
  • Spin-off: Transferring part of the company’s operations to a new entity.
  • Carve-out: Transferring specific assets or business operations to another legal entity. Restructuring enhances business transparency, improves management, or facilitates access to financing and reduces risks. We advise you on the most suitable form of restructuring.
The choice depends on your goals. To separate risks or enhance business transparency, a spin-off or carve-out is advisable. Division is suitable for creating more specialized units. Each form has its legal, tax, and financial implications, so professional advice is essential.

  Preparing a financial plan involves:

  • Analyzing the current financial situation
  • Defining goals (e.g., revenue growth, cost optimization)
  • Forecasting revenues and expenses for future years
  • Estimating financing needs and liquidity planning
  • Scenario and risk analyses, including alternatives if things don't go as planned.

Debt financing involves borrowing or issuing bonds, meaning the company owes money but retains ownership. Repayment includes interest and principal.

Equity financing involves selling ownership stakes to investors, reducing owner control but without repayment obligations.

 Assess capital needs based on:

  • Detailed analysis of project costs and investments
  • Estimated revenues and investment returns
  • Liquidity needs at different project stages
  • Potential risks and scenarios to bridge financial gaps.

 Long-term financing impacts:

  • Liquidity: Increases available funds for growth but debt financing can strain cash flow with interest and repayment obligations.
  • Ownership: Equity financing can dilute current owners' stakes.
  • Creditworthiness: Excessive borrowing can limit future financing options.

Optimizing capital structure means finding the right balance between debt and equity financing to maximize growth while minimizing risk. Achieve this by analyzing capital costs, liquidity needs, market conditions, and choosing financing that best supports long-term goals.

 Preparation includes:

  • Analyzing current operations and assets
  • Defining restructuring goals (e.g., risk reduction, increased transparency)
  • Complying with legal and tax requirements
  • Developing a clear strategy for communication with stakeholders and employees
  • Obtaining professional advice on the impact of restructuring on operations and company value.

Financing choice depends on:

  • Current capital structure
  • Growth stage (e.g., startup, expansion, maturity)
  • Need for financing flexibility
  • Risks associated with debt or equity dilution. Startups typically use equity financing, while mature companies often prefer debt financing due to lower costs.

 Long-term financing involves:

  • A strategic financial plan that considers expected growth, new market opportunities, and necessary resources for expansion.
  • A mix of different capital sources (debt, equity, subsidies).
  • Planning for reserve funding sources in case of sudden needs.
  • Preparation for potential economic cycles that could affect the availability of financing.
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