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Our Solutions

The secret to successful transactions lies in preparation.

Finance Zone believes in a committed, proactive, solution-focused approach, delivering personalized solutions tailored to the unique characteristics of the corporation. With extensive transactional experience and deep industry knowledge we have conducted numerous successful transactions, forming enduring partnerships with our clients.

Acquisition

We provide our buy-side services to domestic and foreign companies and wealthy individuals who are looking for investment opportunities or want to strengthen market presence by acquisitions along with organic growth.

 

In case of an acquisition, as a business owner your main goal is to achieve the highest return possible while avoiding any surprises that jeopardize the ownership transition. Finance Zone’s objectivity and wide-ranging experience helps to bring to light operational and financial risks at the outset that may threaten a successful outcome. Our comprehensive expert examination includes a detailed and thorough financial due diligence, identification of risk factors, a well-supported financial and business plan, as well as valuation determining the realistic price range of the company. 

 

Throughout our collaboration, we guide our clients through the entire process, from identifying potential investment targets to the payment of the purchase price. The key milestones of our professional support include:

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  1. Past and present. Everything that can be uncovered from numbers and management interviews

    • Comprehensive analysis of the current financial and business processes of the enterprise, examining its recent operations and financial data.

    • Analyzing the trends regarding growth, product and customer profitability, efficiency, and other financially significant parameters.

  2. Diagnosis

    • Determining the strengths and weaknesses of the business and its future market opportunities.

    • Identifying anomalies and risks inherent in the operation and the transaction.

  3. Focus on the solution

    • Propositions for addressing the identified problems.

    • Exploring synergies achievable through acquisition - opportunities for further value creation.

    • Determining the suggested price range for the transaction, taking into account the identified risk exposure.

  4. ​Active participation in negotiations

    • Establishing negotiation positions and laying the groundwork for negotiation strategy.

    • Active involvement in negotiations, representing and asserting our clients' business interests professionally. Bridging cultural differences between negotiating parties if necessary.

  5. Purchase price financing

    • Proposing the optimal equity-debt ratio for financing the purchase price.

    • Coordinating the process of obtaining financing from preparing the loan application to disbursing the loan.

Company sale

Exploiting our broad industry knowledge, and far-reaching local and regional network, Finance Zone helps its clients to carry out successful sale transactions with minimal disruption to the ongoing business. We give support in developing a strategic positioning of your enterprise’s values, operational anomalies and risks to optimize financial processes and address issues before entering the market. This will establish competitive pricing that surpasses the value of the company's assets and maximizes future business opportunities.

 

We support our partners throughout the whole process from the emergence of the idea until the closing of the deal.

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  1. Past and Present

    • Comprehensive mapping of the current financial and business processes of the company to be sold, examining its recent operations and financial data.

    • Competitor analysis.

  2. Diagnosis

    • ​​Identifying the strengths, weaknesses, and future market opportunities of the target company.

    • Identifying operational anomalies and risks.

  3. Solution Focus​

    • ​Formulating proposals to address identified problems.

    • Identifying factors determining the company's value and crafting a clear, communicable business strategy to potential investors.

    • Proposals for improving operational efficiency and further value creation opportunities.

  4. Company Valuation

    • ​​​Determining the suggested price range for the sale.

  5. Investor Information Memorandum

    • Preparing an investor information memorandum providing a reliable overview of the company and insight into its business opportunities.

  6. Potential Buyers

    • ​Identifying the widest possible range of potential financial investors (venture capitalists, private equity funds) and strategic investors.

  7. ​Coordination of the Bidding Process

    • ​​Soliciting bids and evaluating incoming offers, proposing the most suitable buyer to maximize shareholder value.

  8. Active Participation in Negotiations

    • ​Establishing negotiation positions and laying the groundwork for negotiation strategy.

    • Active involvement in negotiations, representing and asserting our clients' business interests professionally. Bridging cultural differences between negotiating parties if necessary.

Succession planning

Succession planning in a family business goes far beyond passing on the executive chair. It's a transition that needs to be prepared for in order to preserve the company's values and open up new horizons. 

We support our clients throughout the preparation process to ensure a smooth transition.

 

Our personalized consulting services encompass the following:

  • Establishing clear, universally understood divisions of responsibility 

  • Developing transparent sales and operational processes independent of the founder. 

  • Evolving independent control points. 

  • Reviewing employee matters – introduction of performance measurement and incentive systems. 

  • Developing short, medium, and long-term strategies in collaboration with the founder and the new management

  • Coordinating the sales process if the retiring owner finally decides to sell the company.

Crisis management

In today's challenging and volatile economic environment, many previously thriving and profitable companies are struggling with financial difficulties. If as leaders we fail to address or downplay the problems or postpone solutions, it can have serious and long-term consequences.  Finance Zone approaches changing circumstances with a fresh perspective, surpassing previous practices, taking timely and sustainable measures to stabilize your business.

 

Our crisis management consulting services embraces the following:

  • Identifying the causes of the financial difficulties through an assessment of operational processes and financial management 

  • Determining steps to restore short-term liquidity and long-term solvency.

  • Evolving a reorganization plan in strong cooperation with the owner outlining the strategic steps to restore stable operation and financial stability

  • Developing a short- and medium-term financial plan reflecting the key elements of the reorganization plan, exploring multiple realistic scenarios.

  • Providing continuous support to our clients throughout the process, actively participating in negotiations with customers, suppliers, banks, and investors.

Financial advisory services

How can we determine the optimal financing structure for our company? In case of additional funding, what amount and type of financing should we consider? Although raising fresh capital is always a complex, time-consuming process, it makes the implementation of growth- and acquisition strategy feasible, helps companies under financial distress survive and return to a stable financial and liquidity path. 

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Finance Zone provides a comprehensive and integrated array of financing related services. The key milestones of our professional support include:

  • After an in-depth analysis of the current financing structure and strategic objectives, developing the most favorable financing strategy.

  • Proposal for the appropriate amount and type of additional financing (loan versus capital, short term working capital-, versus a long term investment-, or a structured project finance loan, etc). 

  • Arrangement of financing:

    • Preparation of the credit request (in case of bank financing) or the information memorandum (in case of venture capital and private equity), including the business plan and financial model 

    • Based on my broad network, contact the competent representatives of banks, private and venture capital investors

    • Complex evaluation of incoming offers (in terms of pricing, required guarantees, as well as other related financial, operational, and market aspects), make a proposal for the most favorable financing partner

    • Active involvement in negotiations, representing and asserting our clients' business interests professionally. 

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