We provide customised solutions for businesses utilising our corporate evaluation suite and financial risks experience. Our services are tailored to specific client needs having regard to our brief, scope required, purpose and type of business. Our corporate evaluation experience is noted hereunder:
Corporate Strategy and Structuring
Choosing the best strategy and structure for your business has many implications from commercial and taxation to protecting assets and business succession planning. Our experience is not only across diverse industry sectors but also from start up or acquisition to preparation for IPO. Our objective is to release the full potential of the business and to ensure that control is in the hands of the key stakeholders.
Essential for Acquisition, Sale or Re-structuring, our report may cover the following:
- Corporate Structure incl. Associated Companies, Capital Issues, Shareholder Agreements, Related Party Transactions, Directors and Management, Employees, Superannuation & Pensions;
- Financial Appraisal incl. Intangible Assets, Liabilities and Commitments, Insurance, R&D, Material Contracts, Solvency, Litigation, Taxation, and;
- Other Material Information incl. Business Affairs, Permits and Licences, Computer Systems and Environmental issues.
Whether you are entering international markets or developing your business at home, we provide feasibility analysis on set-up and investment and on-going support including tools for contract procurement, project collaboration and supply chain management. We can also represent you at negotiations with potential joint venture partners.
Our Feasibility Study may include market research, cost analysis including plant evaluation and process assessment, financial projections and raw material sourcing.
Financial modelling can assist management in once-off investment decisions or for on-going business planning purposes including strategic direction, operational performance and project finance. Scenario simulation and sensitivity analysis are useful tools for assessing the effects of uncertainty on cash flow, valuation, credit risk and return on capital. Our models are easy to understand, flexible and can be updated if required.
The objective it to provide an independent defensible valuation based upon prevailing circumstances and reasonably expected future trends allowing for variable risk factors.
Our valuation technique utilises established valuation models (reports generally incorporate a number of different methodologies as an added check on the result) including analysis of both historic and projected figures. Valuations also include a background of the company, future prospects, and risk management profiles stating any limiting factors.
We have prepared valuation for a wide range of transactions and issues including merger & acquisition, exit strategy or succession planning (buy/sell agreements), debt raising, dispute resolution, tax planning and employee share plans.
Intellectual Property Valuations
Intellectual Property includes Patents, Trademarks, Designs, Copyright, Trade Secrets (Product Specifications, Manufacturing Processes etc) and 'Know-how'. Businesses often build up goodwill and on-going support from a client base which is directly associated with their brand, logo, product or level of service. Such intangible assets can be unaccounted for and unprotected and this may be especially relevant during the acquisition, sale or re-structuring of a business.
IP Valuations are usually prepared in tandem with the Legal advisors of the business where IP protection is the issue or with the Accountants for the Business where re-structuring issues are involved.
Business Performance Improvement
Surety Accountants provides a customised solution for SMEs utilising our corporate evaluation and financial modelling experience. The process involves diagnosis, evaluation of options, strategy and implementation. We have developed a function based rather than a person based approach, which also utilizes the businesses own in-house expertise. It involves breaking the business down to its core elements and looking at every aspect of internal systems including operational, financial, managerial and both product & marketing requirements. The end result is a better business with better negotiating position with financiers, suppliers, customers and potential investors. Our Profit Improvement Programs (Business Process Re-engineering) provide increased operational effectiveness and raised market profile through better systems and diversification.