1.1
Strategy and governance
- Strategic direction
- Priorities
- Trade-offs
- Roles and governing bodies
We help management and shareholders set out their choices, rank them and allocate roles clearly.
Services
Four areas, one method.
We step in when a decision has lasting consequences for the company or for private wealth. For each area: what it covers, the moments when clients call on us, and how we work with your other advisers.
The areas
One page per area.
For each one: the questions that arise, the moments when clients call on us, how an engagement unfolds, what you receive and what we do not do.
1.2
Corporate finance
- Fundraising
- Acquisitions and disposals
- Valuation
- Financing structure
We prepare the transaction, clarify its terms and stay with you throughout the negotiation.
1.3
Wealth structuring
- Holding structures
- Succession
- Family governance
We help organise how wealth is held and passed on, working with your legal and tax advisers.
1.4
Outsourced finance function
- Budgeting
- Reporting
- Cash
- Bank relations
A part-time chief financial officer, for companies that need the function without yet filling it full time.
One method
In every area, one engagement in four stages.
Before we start, an engagement letter sets out in writing the question asked, the scope, the timetable, the fees and confidentiality.
- Frame the questionWhat has to be decided, and why now.
- Establish the factsFigures, contracts, constraints: what is settled and what is not.
- Compare the optionsWhat each one commits, what it closes off, what it leaves open.
- Decide, then follow throughThe decision is yours; we follow its implementation with you.
Your other advisers
With your lawyers, notaries, accountants and banks.
Most of the decisions we work on involve several professions. We do not replace them: legal documents and legal opinions belong to lawyers and notaries, the accounts to the accountant, the financing to the banks.
We work with the advisers you have chosen. Our role is to keep the decision readable from start to finish: that everyone answers the same question, and that you know at all times what is settled and what remains open.
Contact
A first conversation.
Tell us in a few lines what is on your mind. We will come back to you to arrange a conversation; if we are not the right people to help, we will say so.