The investment venture analysis carried out by SAWYER is an Effectiveness assessment of planned investment projects with a recommendation for the decision-making needs of investment assessors or verifiers.
Actions:
Gathering information about the client's targets and needs
Analysis of the company's situation (financial, market, competitive)
Assessment of the company's strengths and weaknesses as well as opportunities and threats environment (SWOT analysis)
Analysis of the planned undertaking
Developing a financial model
Development of assumptions and sensitivity analysis
Project effectiveness assessment
Developing recommendations
Work effects:
Financial model
Analysis of the company's market, financial and competitive position
Sensitivity analysis to key economic variables
Assessment of investment effectiveness
Benefits:
Active approach to ongoing activities
Reliable analysis
Understanding the right customer needs
Security guaranteed by many years of business experience
Promptness and agility
Developing a business plan allows managers and owners of investment project to assess its effectiveness and transfer business assumptions into the financial model, taking into account detailed projections regarding the most important areas of activity in the forecast period.
Assessment of the company's strengths and weaknesses as well as opportunities and threats to the environment (SWOT analysis)
Plans prepared by SAWYER cover finance and organization issues and management, marketing and sales, or capital changes in extensive capital structures. A dedicated team of SAWYER specialists participates also in implementing the plans developed and managing the restructuring process.
Becoming familiar with the specifics of the company's operations
Analysis of process and income-cost effectiveness
Indication of areas requiring corrective action
Consultation of corrective action proposals with the client
Introduction of developed corrective actions
Analysis of the current state of the enterprise
Specific corrective action
Indication of the expected effects of corrective action
Support in the implementation of developed plans
Management of the restructuring / reorganization process
Promptness
Due diligence approach implemented by SAWYER includes independent financial, business and strategic analyzes tailored to the clients' needs related to:
Acquisition of shares / company
Sale of shares / company
Investment in assets
Control of external sources of financing (loans, credits)
Other business processes, e.g. review of capital and personal relations, review of organizational structure and processes
Independent opinion for the supervisory board
Determining actual needs of the client, identifying the due diligence goal
Choosing the right composition of an expert team
Meeting at the due diligence office
Review of data and source documents in the field of finance, contracts, tax documentation
Preparing a due diligence report
Due diligence identifies:
Value adds
Sources of risk
Key areas that require decisions and actions
Protection tools necessary for use in the contract
Conflicts of interest or conflicts of independence
Comprehensive due diligence
Advisory on building a strategy or strategic development directions is dedicated to entities looking for the optimal development path. Each strategy is a document adapted to the client's needs and expectations, based on the rich knowledge and experience of the members of the SAWYER project team.
Becoming acquainted with the specificity of the enterprise / capital group's activity
Determining the scope of the project
Collecting analytical data (during visits to the company / companies)
Data analysis
Creating alternative possible scenarios and their valuation
Verification of preliminary arrangements
Formulation of conclusions and recommendations
Analysis of the company's competitive situation and the potential of the market
Indication of the optimal strategy based on the analysis of possible scenarios
Formulation of strategic development directions
How can we help your company? Tell us your needs and we will provide the best solution.
