M&A, Sales and Investments
Financial Plan
Funding Needs and Applications
The financial plan consists of projecting the company's results in the future in order to determine the possible needs of funds, either to finance growth or to undertake new investments that result in better long-term results.
The funds to grow can be obtained from new shareholders, from financial institutions, and from adjusting working capital.
Selling Levers
Determination of Marketing, Operations, Team...
It is key to determine which are the company's main value-generation activities in order to highlight them for the potential investor.
The competitive advantages can be in aspects such as brand awareness, the team, or the automated management of operations, to give a few examples.
Appraisements
From the Company and from the Sales Deck
The valuation of a company and the preparation of the sales deck are fundamental processes for investors interested in acquiring company shares or for mergers and acquisitions.
Both processes involve the collection and analysis of relevant information about the business and the use of this information in order to determine the monetary value of the business and present it to potential buyers.
Prospections
Potential Buyers and/or Investors
We can identify two types of buyers: those who belong to the sector and see a strategic plus in the integration of the company, and the purely financial ones who seek to capitalize on the company to later sell it at a higher value. It is necessary to investigate both lines.
NDA
Non-Disclosure Agreement and Negotiations
The NDA, or Non-Disclosure Agreement, is a document that is frequently used in the business world to protect confidential information during negotiations or collaborations between companies. Its main purpose is to ensure that the parties involved keep confidential information shared between them secret.
Contracto
The process of drawing up investment contracts and signing the closing is an essential process that ensures transparency and the protection of the parties involved in an investment.
Careful drafting of contract terms and negotiation thereof are essential to ensure that both parties agree before final signing. In the end, the closing signing can mark the beginning of a fruitful and mutually beneficial partnership.
Investment and Closing Firm