SOLUTIONS
FINANCIAL
MARKET
PEOPLE
1. Financial Statement Analysis and Summary
These can be a few pages and even up to several hundred pages.
They can be daunting, complex, longwinded and unclear.
At the elementary level the focus is on revenue, gross profit and net profit.
We offer a team who have drafted financial statements and presented them at board level. These include consolidations of complex groups with numerous subsidiaries, associates, SPVs and JVs across multiple geographical regions.
Our understanding of the construct of financial and group financial statements allows us to rapidly detect key points within them.
We can advise on strategic elements in the income statement, balance sheet and cashflow statement that interlink and explain the health, opportunities and risks at the face of the statements.
Rapid assessment of the supporting notes to the financial statements knowing where to identify trigger points on areas of interest and concern.
With experienced Directors and Officers underwriting experience on the London Market of the largest global entities we can probe further on the quality of the management team at the helm of an entity.
We harness public information on litigation and media to form a well-versed view of an entity.
Specialist notes in mining, engineering, manufacturing, telco, insurance, ESG, governance, risk and the like are also included.
Our team crystalises financial statements and their broader profile to provide our clients with the ability to understand an entity in their entirety.
5. Financial Insights Market Research data acquisition
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Our team includes experienced C-Suite and Director level expertise within multinational Research leaders. Our strength is in our capacity to link with business leaders at the C-Suite and Board level and discuss financial insights with business acumen.
This gives us the reach and ability to secure their viewpoints speaking their language.
7. Cross border transacting guidance
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This is an area if unchartered can be formidable.
With our team’s experience we can focus on the key elements from setup to doing business. This includes ownership structures, tax and complexities in logistics.
10. Internal Audits and Reviews
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If you do not have your own internal audit team then we can assist you in setting this up or providing a service.
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Our team is experienced across diverse sectors in conducting routine and forensic audits with a focus on the financial aspect in particular. These have been done in multinationals and listed entities.
8. Business Contract reviews
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Legal contracts are binding and their wording is crucial. The team have extensive experience in reviewing domestic and international contracts. They will highlight areas for rewording, strikeouts and additional wording providing you with contracts that are secure and not open ended.
11. Governance Management
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There are many regulators and legislation around governing a business.
Our experts from large entities understand this and have the experience on governance, what to be aware of and how to plan to meet the demands without being overwhelmed by this taking over the business focus.
2. 20-F report Analysis and key points
These reports are several hundred pages.
They are packed with information which covers the financial statements and more in-depth matters.
As with financial statements our team provides a similar approach to delve into the important and very interesting details for you. We provide insights on the crucial matters relevant to you.
3. Understanding legislation
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Business legislation Acts are lengthy and knowing what impacts you is important. This can range from the Companies Acts, Tax Acts, ESG, Compliance Acts and the like.
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Our team will be able to identify the relevant points to you.
4. Navigate Pre and Post Mergers, Acquisitions, Divestitures and Valuations
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These can be fraught with legalities and complexities in valuations, taxation and structure.
The experienced team can simplify this for you so you can move confidently through the phases and focus on the synergy aspects.
6. Trusts, NPOs and PBOs
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Experienced team in setting up trusts, NPOs and PBOs. The team will guide you on the critical elements.
9. Insurance programme reviews
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Our corporate experience both domestically and internationally provides the platform for the team to review your exposures and advise on levels of cover, deductibles, reinstatements, types of cover and gaps which you can take up with your insurers and brokers.
12. Risk Management
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The team has focussed on risk management in large corporates and understands the wide array of exposures that face a company.
We can assist you in setting up a risk management programme relevant to your business and sector.
13. Environmental & sustainability legislation
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The team has experienced professionals who have navigated implementing the EU guidelines for the 17-SDGs with GHGs and protocols for Bilan Carbone and implementation of Equity Acts.
We can help you map out the key focus elements, relevant metrics and areas of improvement to meet requirements.
14. Bespoke Market Research data acquisition
Our team’s experience within multinational market research agencies aids in understanding bespoke projects.
If your reach is a challenge, we can assist you with this and connect with the type of respondents you require.
These can be professionals, singular type, exceptional and the like.
15. Business start ups
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We have experience in setting up entities. If you need guidance, we are experienced in providing a path for you.
16. Small businesses
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We can review your business and support where to plan next for growth and the next phase.
17. Business consulting to individuals and teams
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Our experienced team understands navigating a career within business and corporate requires insights into both business and individual growth. Are you requiring more knowledge on how you are perceived and areas of advancement you can proactively undertake? Do you want to understand your colleagues and their strengths, trigger points and an approach to key individuals who will shape your career or business?
Be able to articulate yourself well in meetings. Present in business language construct. Techniques to being heard, acknowledged, and raising performance across teams. We have the knowhow and tools to help map this for you, so you perform at your best and can showcase the best. Credibility consistency with communication, gravitas and appearance.
We also have group interactive programmes for entities wanting to harmoniously enhance their internal staff engagements and client engagements.
18. Medium sized and large entities
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If you require succinct expertise to assess your options for market expansion, product expansion, growth, cost management and overall review, then our team has the experience to take you to the next level.
19. Ad hoc business projects
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Our experienced business team can assist you with your bespoke project.
20. Financial Statement Reviews for sign off
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If you require your financial statements to be Reviewed for sign off our experienced Chartered Accountants will assist you.
21. Staff surveys and improvements with NLP
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Our expertise in Psychology and Neurolinguistic Programming are available to clients to enhance their staff viewpoint and improve on that through surveys and consultation.
22. Business image
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Our team experience and insights in large multinationals focussing on Business Image, Public Affairs, Reputation Management and Crisis Management is available to both businesses and individuals.