Collection of initial data
Analysis of the current state of business
Business is operating, there is management reporting
Business is operating, no management reporting
Analysis of industry, competitors, market research
Financial model development
For selling/buying a business
Summarizing the results in a Pitch Deck
Formalization of Business Plan
Development of Management Reporting
Development of unique reporting forms, KPI
Plan/fact and automation for business management
Building regular collection of Management reporting
Synchronization with Databases and CRM
Presentation of work results, training on the use of tools, customization
Expert consulting on results and optimization
Support of the company's activities by outsourced CFO
Support and assistance in re-presentation of the project to investor, partner, buyer