Investment assessment
Cash flow, return and sensitivity analysis for the proposed investment or strategic option.
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Practical financial advisory
Corporate finance and capital allocation advisory
Compare investment and financing choices using returns, cash needs, risk and the cost of capital, with a clear financial case for the decision.
Scope and fees are agreed before work begins.
Your financial adviser
Kamen Dimitrov, CFA
CFA charterholder · MBA, Carlson School of Management
What you receive
You are weighing an investment, growth plan or change in capital structure and need an independent financial assessment.
Funding comparison
A comparison of debt, equity and internal funding, including cost, flexibility and balance-sheet impact.
Decision memo
An explanation of the options, financial trade-offs and assumptions for owners or management.
How the work is structured
We agree the question first, then the information, analysis and working deliverables.
01. Define the decision
Clarify the objective, current position, information available and the required working outputs.
02. Analyse and test
Review the data, document the assumptions and compare the material scenarios.
03. Review and agree actions
Discuss the findings, deliver the agreed materials and identify the next decisions.
Preparation and scope
What we need to start
The proposed decision, recent financials, expected investment costs, operating assumptions and available funding alternatives.
Engagement scope
A defined investment or financing decision. The methods and level of detail follow the decision, data quality and mandate.
Questions before you start
Is this the same as business loan advisory?
Business loan advisory focuses on preparing and negotiating a financing application. Corporate finance compares the investment and funding choices before deciding how to proceed.
Can you assess a project before we approach a bank?
Yes. The initial analysis can test investment returns, cash needs and funding options before a financing application is prepared.
Start with the decision you need to make.
Outline the business situation and the question you need to resolve. We can then define the relevant scope and information.
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