Practices
The deep knowledge of the market and business dynamics, acquired in the field, together with the study and research, allows us to offer a 360° consultancy perfect for the Client's needs.
EXTRAORDINARY FINANCE
M&A ADVISORY
Financial and strategic consulting
in acquisitions, mergers and other extraordinary finance transactions
Planning, execution and assistance
in carrying out extraordinary finance transactions to promote the growth or enhancement of the Company.
Sharing the objectives and the path to be activated
Search for target companies and/or financial and strategic partners
Support in the negotiation phases
Feasibility and convenience checks: assessment of the economic, equity and accounting effects
Assistance to lawyers in the definition of financial and accounting issues and in the formalisation of the agreements
Support in the collection of financial sources
Due diligence
Assistance in due diligence activities and coordination of the professionals involved
Relationship management
with supervisory and control authorities in regulated sectors
STRATEGY AND BUSINESS PLAN
Strategic placement
markets, distribution channels, competition (benchmarking), etc.
Business model analysis (competitive advantage, gap analysis, etc.) and
elaboration of the Business Plan
Review of the methodological approach and the assumptions of the plan and sensitivity analysis
Analysis, programming and performance monitoring
Identification of development alternatives
portfolio strategies, new business, partnerships, relaunch
Feasibility checks of investment projects
CONCESSIONAL FINANCE
Planning, execution and assistance
in the drafting of investment projects for access to Community, national and regional funds
Assistance in the reporting phase of investment projects
IAS-IFRS AND OIC ACCOUNTING STANDARDS
Interpretation and application of accounting standards
OIC and International IAS-IFRS
Budgetary evaluation
identification of the correct accounting representation of specific company events and/or transactions
Accounting Impacts
extraordinary operations (merger differences, etc.): analysis of assistance in the structure of operations
First Time Adoption (FTA) of IAS-IFRS
assistance and assessment of related impacts
Drafting of opinions
correct application of IAS-IFRS: assistance and evaluation
IMPAIRMENT E PPA
Impairment test
valuation and assistance in the impairment test of assets or equity investments
Purchase price allocation (PPA)
assistance in the process of allocating the purchase price to the assets and liabilities of an acquired entity
MANAGEMENT CONTROL
Definition of objectives
Analysis of management cycles
Measurement of results
Deviations analysis
Corrective actions
TURNAROUND PROCESSES
RECOVERY OF COMPANIES IN CRISIS
identification of lines of intervention and elaboration of restructuring plans
CERTIFICATIONS OF PLANS
and activities as an independent chief restructuring officer
FAMILY BUSINESSES
FAMILY AGREEMENTS
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Check-up of the relationship between the owner family and the company
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Definition and formalisation of the principles and rules governing family-business relations
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Assistance in the definition of shared rules within statutes and shareholders' agreements
GOVERNANCE
Reorganisation of corporate and ownership structures in order to promote business management, asset protection and succession processes
Examination of best practices, establishment of holding companies, valuation of alternative forms of company, spin-off of assets, etc..
Strengthening of the Board of Directors in terms of composition, operation, powers and delegation; implementation of amendments to the articles of association and assignment of powers.
Activation of family advice
GENERATION CHANGEOVER
Support in the delegation process and in defining the rules of entry of new generations
Designing development paths for young family members
Assessment of young family members
VALUATIONS, FAIRNESS OPINIONS AND EXPERT APPRAISALS
Technical assistance in ordinary and extraordinary finance transactions:
-Assessments, Fairness Opinions and appraisals of
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industrial enterprises, banking
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tangible and intangible assets (brands, etc.)
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financial instruments, derivatives (options, warrants, etc.) and participative instruments
-Independent opinions and certifications to the board and shareholders
ACCOUNTING AND BUDGET
Accounting
Assistance in drawing up the financial statements
Assistance in tax litigation
Company tax assistance