Management Consulting: Write a Business Plan, Perform Financial Modeling, Buy a Business, etc.
The various services offered by Amerequipe cover three main areas: financial strategy and corporate finance, financial management, and transaction support. These include additional mandates such as developing and writing a business plan, building a financial model, or providing assistance in the acquisition of a business.
Vision: Financial Strategy and Financing
An adequate financial strategy is based on clear objectives and a balanced financial structure. Amerequipe brings in its vast expertise in the development of financial strategy, and the establishment of business financial plans and financial modeling. More specifically, the services are defined as follows:
- Prepare and write a business plan.
- Develop a financial model derived from the business plan and the prerequisite assumptions.
- Provide advice and financial strategy arising from the business plan.
- Research for funding appropriate to the situation and context of the company.
Information: Support with Financial Management
Reaching an optimal financial strategy requires sound financial management. Amerequipe has developed management tools adapted to the various stages of development of companies:
- The financial dashboard is a tool that allows management to consistently monitor the key factors of all financial operations.
- Financial modeling is a management tool that reflects the business plan’s financial data. It can be used as a tool for fiscal and financial planning in the mid and long terms, while at the same time facilitating the dealing with financial institutions.
- Monthly financial reports are necessary for sound management and for close monitoring of financial operations.
- Amerequipe can also offer outsourcing services for the position of a CFO throughout a restructuring, or for the period of time required to fulfill the services needed.
Execution: Transactional Support
With its expertise, Amerequipe can advise management teams about their strategic and financial alternatives. This would be likely to result in financial transactions. The following are some of the various strategic alternatives where Amerequipe can provide support :
- Acquiring a Business - Whether there is a need to identify a target business acquisition, to plan the initial approach, conduct the negotiations, perform due diligence, or obtain the relevant financing funding, Amerequipe will add value to each of these steps.
- Sell a Business - Amerequipe will implement and execute a strategy based on the interests and values of its shareholders. The sales process is usually spread over a period of time. It requires proper documentation, research of potential buyers, and targeted effort. Amerequipe bring its support to facilitate the transaction process.
- Succession Plan - A succession plan typically requires the establishment of adequate financing for the transfert to a new generation or the management team and the continuous development of the company. Amerequipe brings its contribution to facilitate such succession transaction.
- Management Buy Out - Supporting the management team throughout the acquisition process is another activity Amerequipe can achieve both through its participation in negotiations with the selling shareholder(s), and through the establishment of the financial structure and business plan needed to complete the transaction.
- Shareholder(s) buy-out which reflects the end of the investment period and or a change in the orientation of the company.
