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Why are financial advisory services important?

ACCOUNTABILITY

As a business owner, CEO or major shareholder, it’s important to have frequent meetings to ensure the strategy’s effectiveness and that everyone is hitting their KPIs and OKRs. It’s easy to forget and move on to the next problem.

ADAPT AND BE READY FOR CHANGE

Business and change go hand in hand. That is why the best companies prepare effectively and forecast what and when they need to change. Be it important organisational updates, news, internal alerts, staying on top of these and everything that presents itself to the business, you must stay proactive. Business advisory services have the processes and strategies; it just depends on if the organisation is willing to adapt.

Meetings make sure you stay accountable alongside your financial advisor through a well-designed meeting process. Other financial advisory services often overlook this, yet it is crucial to guarantee strategic success.

UNDERSTAND YOUR REAL FINANCIAL POSITION

Business owners, CEOs and Managing Directors who haven’t learnt much about accounting often have a limited understanding of how financial analysis can effectively manage their businesses.

Receiving your regular accountant’s quarterly or annual financial statements is normal, but it is not enough. Creating a financial strategy and implementing best management accounting practices helps you understand what position you are in and what your options look like. It also helps you link your balance sheet with the company’s P&L and your free cash flow.

UNDERSTAND YOUR GOALS AND OBJECTIVES

Every business needs and has goals and specific objectives; it just depends on whether your business’s goals and objectives align with your finances or not. With a working, coagulated financial strategy that reflects your company’s position now and into the future, your business will easily be able to quantify and achieve the goals for the near and far future.

Increase revenue, decrease costs, improve margins, and decrease working capital. These are just the tip of the iceberg when it comes to fully understand your financial goals, and the only way to do this properly is by utilising a balanced financial strategy. can support your company to prepare financial reports

Logic Figures specialised advisory financial services, at a glance:

  • Strategic Financial Planning
  • Implementation of ERP systems, including process mapping
  • Financial audits
  • Financial modelling
  • Due diligence (pre, during and post-transaction)
  • Assisting with developing and implementing management accounting best practices and systems, in addition to your existing tax accounting / statutory accounting
  • Assistance with capturing and maximising the value of your assets (tangible and intangible-including IP) in the Balance Sheet
  • Assistance with R&D tax claims, with guaranteed results
  • Preparing IM/ investor-ready normalised set of accounts to showcase/capture the way your company performs in a “business as usual” way (excluding all exceptional expenses and income)
  • Assistance with the forward planning, budgeting and forecasting
  • Cash Flow structure and reporting
  • Scenario planning

Due diligence and transaction support

Businesses involved in mergers or acquisitions must know exactly what they are getting themselves into – and that means identifying the risks and the opportunities associated with the business under consideration.

Conducting effective financial due diligence can help buyers and lenders make sound financial decisions and avoid costly mistakes.

Logic Figures’ due diligence methodology enables us to provide buyers or sellers with a detailed review of a potential acquisition or respectively sale of a business from a financial and commercial perspective, to identify issues likely to affect the transaction.

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