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CFO Advisory Services

We advise clients in all aspects of acquisitions, liquidity management, budgeting, accounting and reporting.

Pre-Deal & Exit Readiness Services

With our Pre-Deal & Exit Readiness Services, we guide you through all relevant steps in preparing a company sale to ensure efficient and structured execution.

We support you in

  • Developing a customised exit plan
  • Defining the optimal transaction structures
  • Planning and structuring of the sales process (outsourcing of the M&A department)
  • Identifying and minimising risks in M&A transactions

We build trust in data quality by creating valid databases, prepare financial data in carve-outs and develop integrated business planning models including income statement, balance sheet and cash flow statement.

Your key benefits:

  • Increase transaction security through structured preparation
  • Maximise of enterprise value as potential value drivers are identified and realized
  • Transaction risks are minimisation through early identification of red flags
  • Strengthen the negotiating position
  • Optimise transaction speed through professional preparation
  • Minimise disruptions to ongoing operations during the sale process

Post-deal & post-merger integration services

With our post-deal and post-merger integration support, we assist you before and after closing of a M&A transaction to contribute to a successful integration and sustainable value enhancement.

We support you in

  • Developing and implementing a tailor-made integration strategy for financial and controlling structures
  • Optimising the strategic alignment of financial and controlling structures
  • Fulfilling reporting requirements of various stakeholders
  • Preparing and documenting purchase price allocations
  • Liquidity planning and an effective cash management
  • Finding proactive solutions to avoid potential integration risks identified during due diligence

We support you in optimising your finance and controlling structures, develop transparent financial reporting and integrate operational and financial key figures into a uniform reporting system.

Your key benefits:

  • Ensuring successful integration after the acquisition of a company
  • Optimising business processes and the efficiency of the new corporate structure
  • Minimising disruptions to ongoing operations during the integration process
  • Increasing value creation through harmonised financial and controlling structures

Business plan & modelling

Our business plan & modelling services support you in making valid business decisions with clearly structured financial models.

We support you in

  • Developing a tailor-made integrated planning model including profit and loss statement, balance sheet and cash flow statement
  • Optimising existing planning and reporting structures
  • Developing budgeting and forecasting processes and models
  • Identifying and analysing revenue and cost drivers
  • Developing KPIs and performance management

We model scenarios and sensitivities, integrate operational and financial key figures into a uniform reporting and planning framework, visualise KPIs and trends in taylor-made customisable dashboards.

Your key benefits:

  • Comprehensive support for strategic decisions
  • Flexibility through sensitivities and scenarios
  • Tailor-made, standardised planning tool including knowledge transfer