Companies and Entrepreneurs

The entrepreneur's finances
between business and personal life.

Independent advice on capital structure, liquidity, compensation strategies and personal planning.
Specialized in valuing and analyzing complex financial products.

Capital Structure and Access to Credit

— WHAT IS ANALIZED

Analysis of the debt mix, evaluation of funding sources, and support in refinancing decisions without steering towards specific bank products.

One holistic picture, not separate silos.

Business Cash-Flow Planning

Forecasted cash flow, operational reserves, and managing seasonal peaks. Plans built on business data and analytics.

The company's financial decisions and the entrepreneur's personal ones influence each other. They're looked at together, because that's how they actually work in real life.

The Entrepreneur's Personal Assets

Separation and protection of family assets, retirement and estate planning coordinated with the existing company structure.

Compensation Strategies and Managerial Incentives

Design of compensation plans to align managers incentives with the company's goals.