Financial Consultations
Methodology
Internal Analysis
• Review of existing strategies and policies of the firm
• Review of the existing group structure, the services provided by each member of the group, the performance and functions of the group and review of the financial performance of the group
• Review of the existing organizational structure of the firm, Identifying key positions for interviews to gain an insight into the firm
• Review of the major operations, IT systems, HR strategy, strategy related to major stakeholders, public relations strategy, marketing and promotion strategy, performance strategy, external collaborations and group strategy and investment and financing strategy.
External Analysis
• Market research of competitors, the economy, industry and the target market
• Gap analysis by following the best practices of the industry
• Analysis of the firm using tools such as SWOT, BCG matrix, Porters five forces, PEST analysis, GE matrices, value chain analysis and other required tools on a per case basis.
Deliverables
• Report on corporate restructuring
• Report on the proposed group and organizational structures
• Balanced scorecard
• Proposed strategies and policies for major operations, IT systems, HR strategy, strategy related to major stakeholders, public relations strategy, marketing and promotion strategy, performance strategy, external collaborations and group strategy and investment and financing strategy
• Guidelines to implementation of the proposed strategies
• Recommendation on the job objectives and job descriptions of key positions in the firm
• Recommendations for the performance improvement of key operational flows
• 5-10 year financial projections based on the proposed structures
• Key financial and performance indicators of existing and proposed structures
• An overall implementation action plan