Whether you are a financial sponsor or a corporation, due diligence is a key milestone on the critical path to complete an acquisition. This is the time to confirm the full potential value creation of a strategic opportunity. Our consultants will help you to ensure the quality of the historical financial information provided by the seller, challenge the assumptions of the presented business plan, provide reliable information to prepare an enterprise to equity value bridge and assist in the negotiation of the final price. Our report will be indispensable when documenting the transaction share purchase agreement and meeting the requirements of international standards for financial institutions providing external acquisition debt.

When it comes to selling a business, preparation is of the essence. Indeed, it is what makes it possible to secure the transaction dynamics and the final negotiated price. Our sell-side due diligence experts will assist management teams throughout the process: presenting historical financial information, documenting business plans, interacting with potential buyers and negotiating the financial terms of the share purchase agreement. Based on the situation, we offer a wide range of solutions from focused vendor assistance analyses to full comprehensive sell-side due diligence supporting external financing. After the transaction, our reports and associated documentation will help the seller to monitor any potential post-closing issues or litigation.

In anticipation of a transaction, we are frequently asked to assist in the creation or review of business plans, for example in situations where capable resources are limited or where various stakeholders’ perspectives need to be managed effectively. We offer fit-for-purpose solutions where our consultants are deployed to assist in detailing or designing the company’s strategy and to quantify forward-looking achievable financials, resulting in sophisticated business plans that cover strategic, financial and operational perspectives. Our analyses are validated by internal stakeholders and external market intelligence such as external market outlooks, competitor and customer interviews and KPI benchmarks.

In anticipation of a transaction, we are frequently asked to assist in the creation or review of business plans, for example in situations where capable resources are limited or where various stakeholders’ perspectives need to be managed effectively. We offer fit-for-purpose solutions where our consultants are deployed to assist in detailing or designing the company’s strategy and to quantify forward-looking achievable financials, resulting in sophisticated business plans that cover strategic, financial and operational perspectives. Our analyses are validated by internal stakeholders and external market intelligence such as external market outlooks, competitor and customer interviews and KPI benchmarks.

New market-disruptive business models. The rise of new technologies. Changes in regulation. These represent just a few examples of situations that could be foremost on your corporate agenda. Our teams are well equipped to provide you with industry knowledge and expertise, market outlooks and customer insights to define where and how to act. This could be whether to embrace or defend against change, to diversify organically or to explore potential acquisitions with the aim of sustaining a new era of value creation for your company. With a clear understanding of the most attractive future market segments, we set out the competitive landscape and rank acquisition targets with criteria tailored to your company’s strategic fit. Frequently, our analyses in this domain are combined with the assessment of potential synergies and cost savings, creating a holistic corporate investment case to allow direct actions to be taken. Our approach is often a combination of interactive workshops, market intelligence collection and deep-dive analyses.

Prior to any strategic external growth initiatives, our teams will help you to assess the potential synergies of the operation. We will combine our consultants’ expertise in strategy, cost analyses, complex modelling and scenario analyses to identify and estimate the potential impacts of a transaction on the top line, operating costs and cash generation. Our solutions address a wide range of situations including ‘black box’ preliminary assessments, respecting competition regulation, antitrust preliminary assessments, valuation creation model assessments and the implementation of synergy-monitoring reporting post-transaction.

We are finance experts with extensive experience in transforming finance functions into value-creation units that act as a strategic partner to the business, going beyond standard reporting and providing answers to questions raised by decision-makers in every part of the organisation. We work with CFOs on top-of-mind areas of interest, including financial strategy, balance sheet management, operating models for finance functions, and risk and crisis management. The rigour of our analytics and our fact-based approach to planning allows business leaders to make more informed and more robust decisions.

A CFO is responsible for the financial measurement systems that drive your business. But what exactly could your business gain from outsourcing this finance function? 

A CFO can:

• measure what matters to your business and analyses financial reporting numbers and trends;
• let you know when preventative actions are required and help your management to create thorough processes, forecasts, and plans;
• ensure that your cash flow management is done effectively so that you never run out of cash or need to hastily borrow;
• report on profitability compared with targets and makes sure you operate with compliance to relevant laws; and
• liaises with you and the key decision makers and can become a key strategic adviser. 

When business owners don’t have to trouble themselves with financial and management reporting, compliance obligations, budget forecasts, payroll tax claims and other business taxes, and cash flow, they can focus on what they do best. You will not only improve your own business performance but more importantly, be the kind of leader you feel comfortable being, knowing that the financial direction of your business is clear and focused.

Get in touch with us at W66 Capital to learn more about outsourced CFO services and what our experienced professionals can do for you. We look forward to talking with you.

In situations in which an earn-out mechanism is agreed to bridge the valuation gap between the seller(s) and the purchaser, we can assist in structuring the earn-out and defining its parameters, in addition to assessing the fair value of the earn-out by applying a Monte Carlo simulation methodology.

Deals do not always deliver the desired return on investment, which in many cases can be (partially) attributed to limited post-deal focus on realising the value-creating initiatives that had been identified during the deal process. Our commitment to assist you does not end upon completing a transaction. Often with a collection of value-creating recommendations following on from a deal’s due diligence process, we are ready to assist you with a pragmatic, hands-on approach to deliver on growth plans. Our teams can run complex integration tracking schedules for synergies and cost savings or assist in specific activities, such as professionalising the finance function, developing digital solutions such as cash control dashboards or defining actionable road maps to enter new markets or geographies. Our ‘no silo’ operational set-up allows us to present you with a team that leverages on existing knowledge of the acquired company’s business activities to ensure optimal efficiencies to you.

Our expertise in virtual offshore assistance allows us to successfully complete all kinds of remote secretarial tasks and offer our clients full administrative support ranging from the most traditional to the most specialized tasks.

From today and regardless of your field of activity, business, professional, doctor, lawyer, real estate agency or e-commerce, you can give another boost to your business and increase productivity by outsourcing or delegating serenely all your administrative tasks to the W66 Capital multitasking virtual help desk.

Robust accounting and bookkeeping are vital to realising your business’ potential. However, many companies spend more time and money on accounting and bookkeeping than necessary - often without seeing improved results.

Simultaneously, strong competition for talent and varying needs throughout the year means that keeping all necessary skills in-house is challenging and can increase costs.

Keep on top of evolving legislation, track relevant data and information and stay compliant with sometimes confusing reporting requirements through W66 accounting and bookkeeping services.

We provide you with a tailored, scalable solution ranging from interim support or short-term cover to fully outsourced accounting and bookkeeping. At the same time gain improved visibility, actionable financial insight, and standardised, high-quality reporting through our innovative digital solutions. We can put your financial information at your fingertips in real-time whenever and wherever it is needed.