FINANCE & MANAGEMENT CONTROL, EXPERTISE & SERVICES

Valuation: le nostre competenze tecniche per l’assistenza tecnico-valutativa a supporto di operazioni di finanza straordinaria, impairment test, strumenti di incentivazione, pareri ex-lege.

Accounting opinion: assistance in the interpretation and application of IAS-IFRS and OIC accounting standards.

Litigation support: a multidisciplinary approach to address client needs in technical consulting and advisory for defense teams in civil, criminal, and tax proceedings, including damage assessment.

Deal Advisory: design, execution, and support in extraordinary finance operations: identifying target companies and/or financial and strategic partners; negotiation support; feasibility and cost-benefit analyses; evaluation of economic, asset-related, and accounting impacts; legal support during agreement formalization; management of relations with regulatory and supervisory authorities.

Debt Advisory: support for companies in preparing documentation and negotiating with financial institutions: assistance in developing budgets and cash flow plans, analysis of financing needs, and optimization of credit lines.

Restructuring: business turnaround services, including identification of intervention strategies, development of restructuring plans, negotiation of agreements with banks, and appointment of a Chief Restructuring Officer.

Family Agreements: assessment of relationships between the owning family and the business. Definition and formalization of principles and rules governing family-business dynamics. Support in drafting shared rules within corporate bylaws and shareholders’ agreements.

Governance: reorganization of corporate and ownership structures to facilitate business management, asset protection, and succession processes. Activities include reviewing best practices, establishing holding companies, evaluating alternative corporate structures, asset spin-offs, and more. Strengthening of the Board of Directors in terms of composition, functioning, skills, and delegation; implementation of statutory changes and assignment of powers. Activation of family councils.

Generational Transition: support in delegation processes and definition of entry rules for the next generation. Assessment of younger family members and development of tailored growth paths. Tutoring through shadowing and periodic evaluations.

Strategy and Business Plan: strategic positioning: markets, distribution channels, competition (benchmarking), etc.
Business model analysis, including competitive advantage and gap analysis, followed by business plan development.
Review of planning methodology and underlying assumptions, with sensitivity analysis.
Performance analysis, planning, and control.
Identification of development alternatives: portfolio strategies, new business opportunities, partnerships, relaunch initiatives.
Feasibility studies for investment projects.