FINANCIAL ADVISORY

In the new economic environment, adaptability becomes key in successfully approaching business opportunities.
This means anticipating change, structuring information, financial and operational flexibility, speed of reaction.

Professional analysis and financial modeling bring that extra that any business needs for success, whether it is the reduction of financial costs, the financing of the activity, the protection of liquidity or the efficient allocation of capital.

The range of services

We offer you a range of complete services for a financial due diligence of the company, the improvement of financial highlights, the development of an appropriate financial strategy, as well as the implementation of more efficient processes, both with external partners and at the level of the management and executive team.

INDIVIDUAL AND CONSOLIDATED FINANCIAL ANALYSIS

By examining a company's individual financial situation in detail, specific aspects are revealed that can influence its performance. This approach enables the identification of potential risks and opportunities, facilitating informed decision-making to optimize operational efficiency and resource allocation. The consolidated analysis, in turn, provides a comprehensive perspective on the entire group of companies, revealing the synergies and syncopes between the component entities.

FINANCIAL MODELING AND BUSINESS PLANS

By using advanced financial analysis techniques, financial modeling consulting provides organizations with crucial tools for assessing risks and opportunities in an ever-changing business environment. This facilitates the simulation of various scenarios, the identification of critical points and the optimization of financial resources. By integrating this process into strategic planning, companies can make informed decisions about allocating resources, estimating financing needs, and setting realistic financial goals.

Presentations and reports for management

These tools provide a detailed synthesis of organizational performance, highlighting critical aspects and providing relevant information for strategic decision-making. Presentations facilitate the effective communication of complex data and specialized analysis, allowing management to gain a clear understanding of where the company is headed. Periodic reports ensure transparency in terms of achieving objectives, identifying trends and evaluating the effectiveness of implemented strategies

who are we

Professionals with vast experience in the financial-banking and consulting field.

Independent Financial Consultant, Chartered Financial Analyst since 2006, 23 years of experience in banking, investment banking, top and international consultancy.

Former banking executive with 27 years of experience in corporate and investment banking in international and global banks, both in Romania and abroad. Currently serving as executive director on the Board of a bank and an insurance services company. EMCC-accredited coach since 2019, holding an individual accreditation in team coaching.

optimize your financial strategy

Get clarity on the financial situation of the company, the correct perspective on the necessary financial support and the best ways to support your development with the appropriate financial resources.