Finance Advisory
As an entrepreneur or budding business owner, your funds are likely limited. Under such circumstances, it is essential that you invest your capital smartly in different business sections in your company that will be the most beneficial for you and your company.
This is where finance advisory becomes an inseparable part of your company, one of the many specialities of a CFO. They know precisely how to go by asset allocation to churn the most profit out of every action they take. It is essential that your investments not just harmonise with your short-term goals, but they should build a path for your long-term goals as well.
A financial advisor makes every decision after a meticulous analysis of your investment practices and your business’s future expectations. They have the essential research tools, professional experience, and knowledge that differentiate their advisory from usual decisions.
Our experts have studied the market for years, developing a clear understanding of all the prevailing its movement and behaviour. Thus, we are able to offer strategies and advice that help you realise your goals faster and generate better revenue. The following are the segregated services that we provide under the umbrella of finance advisory.
Debt & Equity Financing
For a small or medium enterprise, the foremost issue is generating enough capital for their business’s proper functioning. Our experts provide you with advice backed up with thorough research and data on which type of financing should you opt for or should you use both Debt and Equity to certain degrees. This way, we ensure you do not have to succumb to a lack of funds and provide adequate expenses.
Support in Raising Capex & Working Capital Loan
As your financial consultant, we support you in raising the Capex and help you put the fund on the most beneficial aspects of your company. These include upgrading a particular section, acquisitions, and maintenance of physical assets. We will help you accumulate capital for financing these through a working capital loan with the most advantages.
Facilitating M & A
Mergers and Acquisitions can be tricky and usually hard to understand if they will bring profit or not. We undergo an extensive research and analysis process before suggesting any type of consolidation, merger, tender offers, acquisitions, asset purchases, or management acquisitions.
Support In Designing Management Remuneration/Partner’s/Owner’s Drawing
Both employers and employees have the motivation to devise a remuneration strategy, though their intentions are very different. With our finance advisory, you can develop strategies that will not just help you keep talented employees but get the best out of them as well. Our strategies also include instruments to draw out a salary for you and your partners (if you happen to have any).
Capital Structure and Restructuring (Share Purchase / Transfer Agreements)
Our experts will provide their experienced insights to help you create a capital structure to finance your assets in an ideal way. We recommend the most profitable share to purchase and even help you through the transfer agreements. After creating a base structure with the debts and equity, our professionals will also periodically restructure it according to the current market trends.
Investment Strategy: Long and Short Term
As your acting CFO, we help you create the most effective investment strategy that will guide you towards your goals. Here we do not just consider your short-term investment expectations, but your long-term goals are also considered. Apart from your goals, the other two key factors we keep in mind are your company’s risk tolerance and future requirements for funds.
While it might seem like you can make most of these decisions and strategies on your own, professional guidance makes them effective.
Why Me?
As your business is still at a developing stage or has just stabilised, it is not ideal for you to hire a personal team of financial experts exclusively for your company. With us, you get customised finance advisory from a board of industry experts who have dealt with these subjects for years.
Moreover, every suggestion of ours is not just based on experience and knowledge, but extensive research and analysis are also done specifically for your business. This way, we are able to provide unique financial advice that will help you gain the most out of your investments.
Each of our insights and advice is presented as mere suggestions and lets you make the final call for your company. Though IamyourCFO acts as your company’s financial authority, we do not control your decisions but just guide you towards your potential growth.
Apart from finance advisory, we also offer an array of other business consultancy services to help you create a robust company with a firm foundation underneath.
You will find all the information related to our other services on our website.
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