An expert for every situation.
Quickscan
Are you confident in the accuracy, efficiency, and structure of your financial processes? Do you want to know if you are sufficiently prepared to obtain financing or sell your company? Our two day on-sight Financial Quickscan is designed specifically for SaaS and IT Services companies that want clarity and control over their financial administration.
During this intensive scan, we review the key financial processes and assess the current state of your financial records. From revenue recognition and cost tracking to cash flow management and reporting, we provide a clear overview of strengths, weaknesses, and areas for improvement.
We also evaluate how your current systems and tools — such as accounting software, billing platforms, and integrations — are being used. Are they supporting your growth or holding you back? We identify opportunities to streamline workflows, eliminate manual tasks, and ensure your systems are working for you, not against you.
By the end of the Quickscan, you’ll receive a concise report with practical recommendations to optimize your financial operations, improve system usage, and prepare your company for future growth, fundraising, or audit-readiness.
Deal assistance (buy/sell side)
When your organization acquires another organization or becomes an acquisition target, a lot of financial work is to be performed in a short time window. We can assist you on this journey, ranging from identifying acquisition candidates, deal structuring, to helping you set up your dataroom when you are the acquisition or investment target.
We often work in tandem with an investment bank, ensuring that the financial logistics are looked after, the pitfalls that might otherwise surface during a due diligence are preempted, and the deal can progress swiftly.
Dataroom preparation
A financial due diligence is generally part of any acquisition or investment trajectory. Understanding your business dynamics and the potential discussion items early helps to strategically address topics that are likely to emerge in the due diligence early on and potentially to upfront solve issues or ensure detailed explanatory information is prepared that helps the buyer or investor to quickly get up to speed on complex topics.
Deal structuring
Our experts will put their creativity to work to help you figure out the best way to set up your merger or acquisition so that it works for everyone involved. We specialize in finding creative solutions to complex financial puzzles, ensuring that your deal is set up for success. If needed, we can help you explain or negotiate the deal structure to the acquisition target.
We do not provide legal services, but we help you ensure the term sheet that will be signed will have a minimal degree of items that require follow-on negotiation in the legal documentation phase.
Financing
Our experts have vast experience in debt and equity transactions ranging from 1 to 50 million Euros. We can also lean on our external banking and investor network to validate your proposition and gain understanding in the current market dynamics for similar transactions.
We connect the numbers with the narrative to ensure your business is presented in the most effective way.
As part of our services, we can help you to get your record-to-report processes on par – this helps you to swiftly conclude a due diligence and to enable a stable financial information flow once the financing is secured.
Others
Need for expertise for a topic not listed? We are always happy to think along.