We are the specialists in day-to-day support for growing companies 

Business Valuation

A business valuation is a general process of determining the economic value of a whole business or company unit. Our Valuation services help you make decisions confidently, enhance your results, and help you get ahead of key issues. WORLDWIDE MARKETING AND FINANCIAL CUNSULTING brings experience in valuing, modeling, and analyzing business interests and their underlying assets, including in the context of the fair value of the business, M&A, strategy, restructurings, and tax financial reporting compliance. It’s always advisable to turn to professional business evaluators for an objective estimate of the value of the business.

Estimating the fair value of a business is a combination of art and science; there are several formal models that can be used, but choosing the right one and then the appropriate inputs can be somewhat subjective and require expertise and experience.

Business Modeling

WORLDWIDE MARKETING AND FINANCIAL CUNSULTING help companies in doing business modeling, which  is a company’s plan for making a profit. It identifies the products or services the business will sell, the target market it has identified, and the expenses it anticipates.

A new business in development has to have a business model, if only in order to attract investment, help it recruit talent, and motivate management and staff. A primary component of the business model is the value proposition, which is a description of the goods or services that a company offers and why they are desirable to customers or clients, ideally stated in a way that differentiates the product or service from its competitors. Established businesses have to revisit and update their business plans often or they’ll fail to anticipate trends and challenges ahead. Investors need to review and evaluate the business plans of companies that interest them. A business model for a new enterprise should cover projected startup costs and sources of financing, the target customer base for the business, marketing strategy, a review of the competition, and projections of revenues and expenses. And a  business modeling for existing enterprises may also define opportunities for partnering with other established businesses. An example would be an advertising business that could benefit from an arrangement for referrals to and from a trading company.

Successful businesses have adopted business models that allow them to fulfill client needs at a competitive price and a sustainable cost. Over time, many businesses revise their business models from time to time to reflect changing business environments and market demands. One way analysts and investors evaluate the success of a business model is by looking at the company’s gross profit. Comparing a company’s gross profit to that of its main competitor or its industry sheds light on the efficiency and effectiveness of its business model.

Risk Assessment

Risk assessment serves many purposes for an organization, including reducing operational risks, improving safety performance and achieving objectives. An effective risk assessment comes down to three core elements: risk identification, risk analysis and risk evaluation. Risk assessment is an inherent part of a broader risk management strategy to help eliminate any potential risk-related consequences.

Investor Deck

Startups frequently prepare a  Investor Deck or Pitch Deck to present their company to prospective investors. The pitch deck typically consists of 10-15 slides and  intended to showcase the company’s products, technology, and team to the investors. Raising capital from investors is difficult and time consuming. Therefore, it’s crucial that a startup absolutely nails its investor pitch deck and articulates a compelling and interesting story.

WORLDWIDE MARKETING AND FINANCIAL CUNSULTING provide important advice for creating a strong, thorough, and engaging investor pitch deck, along with guidance on presenting to angel and venture capital investors. A great investor pitch deck can make obtaining financing for your startup much more likely.

Information memorandum

An Information Memorandum (IM) is a professional document to motivate potential investment into the business offering transparency on key details. Owners should avoid exaggeration, and aspire to disclose any information that will materially affect the value of the company. Information Memorandums tend to be very exhaustive as they should include items relating to the financial standing, assets and liabilities, business description, market position, clients, strategies and promotion methods, markets served, etc. of the company.

A good Information Memorandum consist of :

• Executive Summary – Company overview Key financials and company drivers Scope of Transaction Key investment considerations.

• Company History and milestones – Legal structure Business model Corporate vision and strategy.

• Business – Business units and markets Products and services Customers, references, and networks.

• Industry – Industry structure Competitors Competitive position Strategic position.

• Resources – Organization Employees Infrastructure.

• Operations – Suppliers and procurement Production and distribution Quality management Research and development Logistics Systems and processes Marketing and sales ABC analysis.

• Customers – Overview of key customers, analysis of customer concentration, summary of attrition trends and projections, Detailed account of current market share etc.

• Financials – Overview – Profit/Loss statement, Current  Balance Sheet, Cash flow statement.

• Outlook Summarize – existing state of affairs, highlight long and short term goals, summarize main strategies utilized in market trends, summarize main growth strategies etc.

Due Diligence

Due diligence is the investigation or exercise of care that a reasonable business or person is expected to take before entering into an agreement or contract with another party. At WORLDWIDE MARKETING AND FINANCIAL CUNSULTING we undertake Due Diligence assignment based on different forms depending on its purpose and requirement:

• The examination of a potential target for merger, acquisition, private equity, or similar corporate finance transaction.

• A reasonable study focusing on material future matters.

• An examination being achieved by asking certain key questions, including, how do we buy, how do we structure an acquisition, or how much we should pay

• An investigation of current practices of process and policies.

• An examination aiming to make an acquisition decision.

Feasibility Studies

A feasibility study is an assessment of the viability of your proposed business plan or project. It helps business owners to better assess the project’s economic environment and market, its investment requirements, financial capacity, and its scalability potential.

Business Investment Teaser

Business Investment Teaser is a one or two-page professional document that is used to introduce a business investment opportunity to strategic or financial investors. The teaser is one of the most important document in a transaction process as it is the first document that prospective buyers, investors or lenders look at before proceeding with a deal. Teasers are typically prepared “blind” (i.e., on a no-name basis) to maintain the confidentiality of the Business Name or Owners. The document is often prepared by the professional advisor who is representing the company. It is a marketing document, whose primary purpose is to bring potential buyers to the deal-making table.

Business Plan

Every business entity requires a well-structured business plan to achieve all its objectives and goals. Business plans are also a necessity if you hope to attract investments or to receive funds from banks or similar financial entities. 

Market Research

Market Research Report is prepared to understand the viability of your new business concept or product. We enable our clients to make tough choices by obtaining essential insights on the economy, market dynamics, and customer preferences within the target market. Our team utilizes both primary and secondary research techniques such as desktop research, online/offline surveys, data analysis, product testing, and focus groups.