Why should you care
At all times of a business, it is essential to have support to guide the needs for financial and cost improvements, develop the appropriate action plans and apply the methods to obtain effective results.
Keeping a financial and strategic view of your business up-to-date allows you to align the interests of all parties and facilitates the relationship with investors, credit banks and asset managers and allows you to demonstrate how you have created strategies to improve efficiency and return on investment.
As strange as it may seem, believe me, many entrepreneurs focus exclusively on day to day and completely forget the importance of having a vision of the whole. And most of the time, when they stop to make a business financial diagnosis, the situation is already critical.
93%
(%) of the companies that used our Financial Diagnosis increased their profitability by more than 7.5% or reduced unnecessary costs and expenses by more than 9%.
How our financial diagnosis methodology can help you
A Financial Diagnosis aims to measure the financial performance and business model practiced by the company, covering a period prior to the current one (retrospective analysis) and projection of values for a period after the current one (prospective analysis). This is done through analysis of accounting information, records in spreadsheets provided by the company, information on strategic planning and interviews with managers.
There are several applications in which a Financial Diagnosis is required:
- Definition of the company's value;
- Verification of the need for funding;
- Knowledge of the current situation of the company by partners and investors;
- Evaluation of the volume of investments to be made by partners and investors;
- Development of investment plan and schedule;
- Verification of the results to be obtained with the new operational strategies;
- Verification of the company's situation with the implementation of strategic planning decisions
- Elaboration of a financial results simulator.
How it works
Our Financial Diagnostic model was designed to offer the client a thorough analysis of the Administration and Finance function, and allows us to know the economic and financial situation of the business.
Through the analysis of the data collected "in loco" during a visit to the client, we elaborated an economic financial analysis and an action plan with recommendations pointing out the items subject to improvements, proposing a map with concrete actions for the optimization of performance, which involve all the business.
The suggested actions are abundant and allow you to:
- Better understand the processes and possible points of misuse of its resources to reduce costs and eliminate waste;
- Develop improvements, based on analysis, to increase profits;
- Build team behavioral change to improve results;
- Use the tools provided to simulate scenarios and evaluate performance, applicable in the short, medium and long term, aimed at increasing your profitability and profitability.
