Services

From transaction advisory, including pre-sale analysis, deal structuring, and post-merger integration, to precise business valuation using internationally recognized methods, we ensure seamless transactions and informed decision-making. Our management consulting expertise encompasses corporate strategy development, fundraising support, management reporting, and financial consulting aimed at optimizing organizational operations and profitability. Additionally, we offer a range of supplementary services such as bookkeeping, tax advisory, and forensic investigations, providing holistic support to businesses in navigating complex financial landscapes.

  • M&A Transaction Advisory M&A Transaction advisory

    Our team goal is to provide a comprehensive range of activities designed to facilitate and optimize the process of merging with or acquiring another company. Through our services we aim to maximize the value of transactions, mitigate risks, and ensure a successful integration of the acquired or merged entities.

    Strategy Development

    • Assisting clients in defining their M&A strategy and objectives
    • Defining M&A process in line with company’s strategies
    • Preparation of both buyer and vendor for the M&A process (optimization of performance and  operations)

    Target Screening and Identification

    • Conducting market research to identify and evaluate potential acquisition targets
    • Analyzing the strategic fit and synergy potential of target companies

    Valuation and Financial Analysis

    • Performing detailed financial analysis and valuations of target companies
    • Assessing the financial impact of the transaction on the acquiring company

    Due Diligence

    • Sell-side and buy-side financial due diligence
    • Conducting thorough due diligence to assess the financial, operational, tax, and other strategic  aspects of the target company
    • Identifying potential risks associated with the transaction

    Deal Structuring

    • Advising on the optimal structure for the transaction (e.g., asset purchase, stock purchase, merger)
    • Developing financing strategies (pre- and post-closing)

    Negotiation Support

    • Assisting clients in negotiating terms and conditions of the transaction
    • Drafting of letters of intent, term sheets, and other transaction-related agreements

    Integration Planning

    • Developing integration plans to combine the operations, cultures, and systems of the merging entities  post-closing
    • Identifying and managing potential integration challenges

     Post-Merger Integration

    • Providing support during the integration phase to ensure a smooth transition
    • Monitoring the achievement of anticipated synergies and financial performance
  • Corporate Finance Corporate finance

    Wide range of services and activities aimed at managing a company’s financial resources to  optimize its value and ensure its financial stability and operational efficiency.

    Business valuation

    • Performing business and asset valuations
    • Fairness opinions
    • Purchase price allocations
    • Intangible asset and IP valuations

    Financial Planning and Analysis

    • Developing financial models and forecasts
    • Budgeting and variance analysis
    • Financial reporting and performance measurement

    Independent business reviews

    • Detailed financial review (examination of revenue and expenses, profit analysis and liquidity and cash flow analysis in order to determine financial and operational health of the company
    • For external parties in connection with (re-)financing or investment appraisals

    Corporate reorganization

    • Diagnosing financial distress and developing recovery plans
    • Debt restructuring and renegotiation.
    • Operational and financial restructuring
  • Management Consulting Management consulting

    Management consulting services include our holistic support in the areas of strategy development,  organizational transformation, and performance management.

    Corporate Strategy

    • Defining strategies for growth (organic and inorganic)
    • Management support

    Fundraising & investment readiness

    • Support in fundraising with VC and PE
    • Assessment of investment readiness and funding need
    • Review of financial plans
    • Investment/pitch deck review and revision

    Management reporting

    • Design and implementation of reporting frameworks for management, finance, and across divisions
    • Design of reporting dashboards and implementation in reporting processes
    • Re-design of reporting cycles to allow timely and accurate reporting

    Performance tracking and improvement

    • Defining KPIs for the relevant company and industry
    • Deriving meaningful targets
    • KPI measurement and linking to overall performance

    Working capital optimization

    • Optimizing cash flow and liquidity
    • Creating meaningful KPIs and their measurement for receivables, payables, and inventory
    • Implementing efficient treasury management practices
  • Additional Services Additional services

    • Bookkeeping and payroll services (via affiliated licensed company)

    • Directorship services

    • Tax and accounting advisory

    • Forensic investigations

What Our Clients Say

Trust is everything. Our customers love what we do.

  • Nenad Ilijić

    Co-founder and CEO, ingsoftware

    Partnering with financewise has been one of our most impactful financial decisions. Their expertise is unparalleled, and their team is always available to address our questions and concerns. They have provided us with the insights needed to make informed and strategic decisions.

  • Dora Lality

    Co-founder & CLO, Material Exchange

    Collaborating with financewise has significantly enabled Material Exchange to scale various areas of our operations, including M&A, finance, and corporate development. Their expertise in connecting all the right dots has positively impacted our business.