Corporate Financial Planning and Analysis
The primary reason to utilize a Corporate Financial Planning and Analysis professional is to improve profits and cash flows.
Data driven financial performance and financial strategy is a keystone to the value we create for our clients. This involves:
Measuring business performance,
Financial benchmarking,
Identifying key metrics and
Delivering tools to maximize profit and cash flow.
Other value driven activities involve financial modeling budget development, P&L management, Corporate Governance, legal agreements, contract negotiations, investor documentation, investor relations, fund raising, investor pitches, investor strategy and evangelism, and Business Plan creation. Understanding and driving a company’s financial strategy often includes cross departmental collaboration, at a strategic level, with sales, marketing, operations and product development.
Corporate Transition
Clients involved in Mergers & Acquisition activities need to identify targets, assess value, execute plans and integrate acquisitions. Our professionals help execute an M&A plan with the realization that active and effective management of both entities is necessary for successful completion, at the same time facilitating less distraction of both management groups from core business objectives.
Services provided for Mergers & Acquisitions
Clients involved in Mergers & Acquisition activities need to identify targets, assess value, execute plans and integrate acquisitions. Our professionals help execute an M&A plan with the realization that active and effective management of both entities is necessary for successful completion, at the same time facilitating less distraction of both management groups from core business objectives. Services include:
Complete and refine M&A offering documents and strategy
Identify potential buyers or sellers
Valuation services
Oversee due diligence process
Arrange introductions to Bridge Lenders
Complete and refine integration plan
Business Startup
Start-ups need to rapidly assemble the right people, alliances, products and services, operations and financing to succeed in today’s marketplace. Our professionals help bring these pieces together in real time. We provide Strategic Business Management, Interim CEO, Interim CFO, Board and Advisory expertise in either full-time engagements or project by project engagements.
Services provided for Start-ups
Start-ups need to rapidly assemble the right people, alliances, products and services, operations and financing to succeed in today’s marketplace. Our professionals help bring these pieces together in real time. We provide Strategic Business Management, Interim CEO, Interim CFO, Board and Advisory expertise in either full-time engagements or project by project engagements. Services include:
Completion and refinement of business plans
Completion and refinement of capital plan and/or budgets
Completion and refinement of fundraising plan including private placement memorandums and advising and drafting of Initial Public Offering Document (S-1)
Coordinate presentation of offering documents with potential investors
Arrange interaction with lenders and investors
Accounting/Finance group build out including hiring, systems, controls and management thereof
Tax planning strategy for roll out domestically and internationally
Establishment and maintenance of relationships with accounting firms, banks, legal firms, investment banking firms, etc.
Recruitment of senior management team and mentoring of firm staff members
Internal budgeting, facilities plans and audit plans
Investor relations management
Administering equity plans including employee stock options, employee stock purchase plans, etc.
Corporate Bankruptcy & Receivership
Companies in Receivership and Bankruptcy need to rapidly deploy crisis management strategies to move forward in the current environment. Our professionals helps assess these strategies and execute the strategy real time. We provide Receiver and Trustee management, Interim CEO and Interim CFO expertise in either full engagements or advisory engagements.
Services provided for Corporate Receiverships & Bankruptcies
Companies in Receivership and Bankruptcy need to rapidly deploy crisis management strategies to move forward in the current environment. Our professionals helps assess these strategies and execute the strategy real time. We provide Receiver and Trustee management, Interim CEO and Interim CFO expertise in either full engagements or advisory engagements. Services include:
Complete and refine turnaround business plan or Chapter 11 reorganization plan
Build and maintain relationships with creditors committee, bankruptcy court and the US Trustees Office
Advise on sale of company or assets
Present plan for funding or court approval
Arrange introduction to DIP Lenders and/or Bridge Lenders
Contact
Andrew Wilson
(206) 850-8777
andrew@lamonti.com
Lamonti Ventures, LLC
PO Box 573
Edmonds, WA 9802