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ACTIVITIES AND SERVICES
AUDIT AND CHECK-UP OF YOUR BUSINESS
- Analysis of the client portfolio and related professional mandates
- Analysis of the services and activities offered
- Analysis of the internal organizational structure and human resources
- Analysis of the firm's financial statements
- Result of the firm's Audit-Check Up and discussion with Management
- Strategic Change Plan Proposal
As a first step, it is necessary to proceed with a detailed analysis of your business through an Audit-Check Up that allows you to have precise Data regarding the type of Clients and the services offered to them, the internal organizational structure and mapping of resources dedicated to services and clients, analysis of the financial statements, and discussion of the results with Management. The second step is to find a Strategic Change Plan that allows you to achieve new results.
ACTIVITIES AND SERVICES
PLANNING CONTROL AND PROCEDURES
- Planning and Control
- Analysis and management control
- Internal Reporting Tools
- Timesheets and activity reporting systems
- Firm Processes and Procedures
- Elimination of non value-added activities
- Reduction of error risks and professional risks
In order to achieve new results through the Strategic Change Plan it is necessary to "think like a Company" by establishing Planning and Control and Internal Procedures aimed at implementing new processes and managing a cultural change.
M&A AND EXTRAORDINARY TRANSACTIONS WITH OTHER PROFESSIONAL ENTITIES
ACTIVITIES AND SERVICES
The operations of transfer and aggregation of professional activities - STP, professional mergers and acquisitions, as well as transformations and aggregations, and also partnerships, collaborations, and network contracts, are becoming commonplace for various reasons, not least the profound Digital transformation that is also taking place in the market of Professional Firms and Consulting in general. Thanks to my experience in various organizations and structures in Italy and abroad, I can help your business find "the right fit", to reorganize, to face a generational transition, to better position yourself in the market. To do this, good preparation for transformation through an analysis of the reasons and objectives driving the change, and a proper evaluation of the Firm, are preliminary steps to a successful outcome of the operation.
- Facilitator and Mediator
- Analysis of the reasons and objectives that drive the parties to the transaction
- Audit-Check Up and Firm Evaluation
- Contractual matters and tax planning
- Support in the Pre, During, and Post transaction phases
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