Strategic consulting
Strategic consulting for business planning and control
The firm assists entrepreneurs and directors in reading the company’s figures and in planning economic and financial decisions: management control, business plans, subsidised finance and the handling of difficult situations.
Contact the firm
Management control
Periodic reports on revenues, costs and margins, built from the accounting records.
Planning
Business plans and economic and financial forecasts to support investment decisions.
Finance and distress
Assessment of subsidised finance instruments and analysis of situations of financial tension.
What it is for
Strategic consulting provides reliable information on which to decide: how much each activity yields, which investments the company can sustain, how a loan is structured and which signals require attention. It is linked to business consulting, for organisation and governance, and to business intelligence, for data analysis in the form of indicators. For those starting a business, see establishment and startup; for situations of financial tension, business crisis and business continuity.
How we work
Analysis of the situation
Collection of accounting and management data and discussion with the entrepreneur about objectives and constraints.
Preparation
Building of reports, forecasts or plans, with stated and documented assumptions.
Sharing and review
Presentation of the results, discussion with the client and periodic updating of the data.
What it includes
Management control
Budgets, actuals and analysis of variances.
Reporting
Economic and financial indicators at an agreed frequency.
Business plan
Economic and financial plan, with the underlying assumptions.
Cash forecasts
Expected cash flows and financing needs.
Subsidised finance
Review of calls for funding and eligibility requirements.
Relations with banks
Preparation of information documents for lenders.
Early-warning indicators
Monitoring of indices that signal imbalances.
Restructuring
Analysis of the measures available in difficult situations.
Periodic updating
Review of plans as the data change.
Support from artificial intelligence
Artificial intelligence tools support scenario modelling on company data, comparison with sector indicators and summaries of results for discussion with the client. The benefit is less time on repetitive tasks and checks applied systematically. Every result is reviewed by the professional, in line with the code of professional ethics.
Frequently asked questions
Is a business plan mandatory?
Not always. It is required in some cases, for example to access certain loans or calls for funding; in others it is an optional planning tool.
What is the difference between accounting and management control?
Accounting records past events in accordance with the rules; management control reworks the data to analyse costs, revenues and margins and to support decisions.
Is subsidised finance suitable for every company?
It depends on the requirements of each call (sector, size, type of expense). The firm checks the prerequisites before assessing whether to apply.
Contact the firm
Write to us: we will assess your situation together.
Contact us
Write us a few lines; we reply on working days.