Finance
Business Valuation
We use different valuation methods depending on the nature and scale of the business. We assist in formulating negotiation strategies, identifying potential buyers, and facilitating the sales process.
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Analysis of sources of funding
Comparing various sources of financing helps understand the financial costs (interest rates, fees, etc.), required guarantees, and ultimately, reduces the total financial costs of the business.
Personal Investments
We provide advice to our clients on investment alternatives, building balanced portfolios, evaluating personal risk appetite, fiduciary structures, local and offshore accounts (onshore - offshore), as well as ongoing portfolio performance monitoring.
Development of financial projections
In accordance with the projected evolution of the business, we develop budgets and plans to anticipate investment needs, working capital, among others. Likewise, we create scenarios to assess the strength of the business and formulate contingency plans.
Access to bank financing and/or the capital markets
We work and have agreements with various financial institutions to manage and accelerate access to corporate and SME credit.
Evaluation of investment projects
Both organic growth, using internal resources, and inorganic growth, through mergers and acquisitions, require investment projects that must be evaluated, adjusted, and aligned with the needs and objectives of the company.
Advisory in mergers and acquisitions
We guide our clients through the entire process of buying or selling their business, from initial valuation to deal closure. This includes market comparative analysis, sales memorandum preparation, negotiation, due diligence audit, and finalization.
Strategic Advisory
Construction and transformation of business models
We collaborate closely with our clients to identify the strategic components that define their business, using tools such as the Canvas model. This involves identifying revenue streams, distribution and sales channels, market characteristics (B2B, B2C, etc.), among other aspects. Additionally, we work together to seek and transition the business toward innovative and enhanced models.
Positioning analysis and value proposition
We collaborate on brand positioning analysis, evaluating demand and value proposition compared to competitors for products and services.
Business Coaching
We work collaboratively with our clients to help them maximize their performance and achieve success in their businesses, addressing both professional and personal aspects related to the business and its objectives.
Development of strategic plans
We collaborate with our clients in all key stages to launch a successful and growing business, including market research, product development, competitive analysis, distribution and marketing strategies, as well as pricing determination. We ensure to address all necessary elements to drive business success.
Financial Planning, Projections, and Budgeting
Following the client's strategic plan, we develop the necessary projections, plans, and budgets for implementation.
Legal structuring and corporate governance
We assist our clients in defining the optimal legal structure for their business and developing the necessary control processes to foster accountability, transparency, effective decision-making, and long-term success.
Development of marketing and sales plans
A strong marketing plan begins with thorough market analysis, including understanding existing products, market segments, pricing, channels, and competition. This analysis informs brand positioning and target market identification. Subsequently, product/service development occurs alongside the design of promotion and distribution strategies.
Review and improvement of operational processes
Every growing company needs to optimize its processes to improve efficiency and reduce costs. At AH Advisory, we have the tools and experience necessary to enhance operational processes and implement measures that ensure effective tracking of results.
Technological solutions and support services
General management solutions (ERP's)
For every growing business, technology is essential to improve the efficiency of its internal processes. We work closely with our clients and partners to implement management solutions that cover everything from accounting and inventory management to supplier payments, customer collections, and other industry-specific processes.
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Specific Solutions
The technological needs of our clients are as diverse as the nature of their businesses. We work closely with them to identify and specify their requirements, find the right solutions, and implement them effectively.
Sales and relationship management solutions (CRM’s)
Tracking prospecting and sales activities requires solutions that enable storing and sharing information, tracking results and objectives, and facilitating cross-selling. Additionally, developing and analyzing databases will help maximize the results of sales activities and identify additional opportunities.
E-Commerce
Recognizing changes in both, customer behavior and expectations, requires that companies offer more efficient and cost-effective sales and logistics channels, such as e-commerce or online sales. We collaborate with our clients to identify and implement the most suitable solution, supported by efficient and integrated processes within the normal operation of the company.