Financial Planning

Services for enterprises

  • Consulting for shareholders, directors and managers about financial planning strategies that allow to add value to the business
  • Optimizing the capital structure: decisions about utilizing equity or external finance. Working capital and capital expenditure
  • Short-term and long-term investment of surplus: analysis and recommendation of investment alternatives
  • Acquiring short-term and long-term financial resources: analysis and recommendation of opportunities available on the market
  • Covering risks through financial instruments: determine and analyze the enterprises exposure to risks. Recommendation of coverage
  • Policy for bonuses: optimize the policy for the distribution of profit assignment of assets
  • Mergers and acquisitions – Due Diligence: analysis and review of the financial situation of acquisition targets
  • Assessment of enterprises and their segments: determination of values and prices according to the business model
  • Analysis of investment projects and new businesses: assessment of future project and business flows
  • Issuing corporate bonds:analysis of the opportunities to acquire financial assets from the different markets
  • Debt securitization, an alternative to acquiring financial assets

Services for individuals

  • Counseling for short, medium and long-term market investments
  • Portfolio management