Financial modeling and investment appraisal
Cash flow forecast, NPV, IRR and risks, so you know whether a project makes sense before you invest.
See service
Corporate strategy and financial consulting firm
Financial advisory
to help your business grow on solid ground
Unlike an accounting firm, we look ahead. We manage your cash flow, secure financing tailored to your needs and appraise your investments. We are your outsourced CFO, without the cost of a full-time hire.
Book a meetingFinancing
Working capital to operate without cash pressure
We organize your cash flow and prepare the credit file that banks, microfinance institutions and funds need to assess your business.
- 12-month cash flow forecast
- A solid credit file for lenders
- A debt structure that fits your operations
Investments
Decide with numbers before you invest
We model your project under realistic scenarios to show whether it pays off, how much you need and how long it takes to recover your investment.
- Project financial model
- NPV, IRR and sensitivity analysis
- Phased investment plan
Valuation and sale
Know what your business is worth and negotiate better
Whether you are selling, bringing in a partner or planning succession, we start from a well-supported valuation and stay with you until closing.
- Valuation using recognized methods
- Information prepared for buyers
- Support throughout the negotiation
Our commitment
Your business goals are our priority
We help our clients maximize short-term returns and ensure long-term sustainability by turning financial data into strategic tools for decision-making.
To be a key strategic partner recognized nationwide for rigorous methodologies, technological innovation and measurable results in our clients’ business growth.
Our goal is to be a strategic and financial partner that helps generate maximum benefits for your organization.
Advisory pillars
-
Specialist team
Professionals with experience in finance and management, focused on solving your company’s needs with direct access to leadership.
-
Applied technology
We use analytics and business intelligence (BI) to tackle your business challenges with clear, up-to-date data.
-
Tailored strategies
We design new strategies to address your organization’s most important challenges, aligned with your commercial goals.
How we work
Our four-phase financial consulting process
An agile method with concrete deliverables and monthly committee meetings, so you see progress from the very first month.
- 01
Assessment
We gather your information and review your liquidity to see where your business stands today.
- 02
Design
We forecast your cash flows and set clear, measurable targets.
- 03
Execution
We secure the financing and put the agreed tools into action.
- 04
Follow-up
We track progress with KPIs and monthly committee meetings to correct course in time.
Who we serve
Finance and strategy for decision-makers
We work with decision-makers at small and mid-sized companies, and with investors who need reliable numbers before they act.
-
Owners and shareholders
Succession, selling a stake, bringing in partners or a transition, backed by a well-supported valuation.
-
General management
Cash under pressure or struggling to get credit? We organize your cash flow and prepare your file for the bank.
-
Investors and real estate developers
Project appraisal, including real estate developments, with scenarios before you commit capital.
Do you see yourself in one of these profiles? Tell us about your situation and we’ll work out where to start.
Let’s talk about your caseHow we start
Your first meeting in three steps
In a first conversation we understand your situation, prioritize the most urgent issue and agree on the next step, with no long-term commitment.
- 1
We listen to your context
Goals, cash pressure, projects under review or sale processes.
- 2
We set the focus
What to tackle first and what information we need from your team or accountant.
- 3
We propose a plan
Scope, timelines and ways of working for the weeks ahead.
Why choose us
Financial consulting focused on what drives your business
An accounting firm records what has already happened. We look ahead and work alongside management so every decision is backed by clear numbers.
-
Forward-looking view
We build your financial strategy with the future in mind, so risks are anticipated before they arrive.
-
Outsourced CFO at a fractional cost
Senior financial leadership without the cost of a full-time executive.
-
Dashboards and business intelligence
Business Intelligence (BI) dashboards with your key metrics, easy to review in every meeting.
-
Year-round support
Ongoing follow-up with monthly committee meetings to adjust the plan in time.
-
Confidentiality and ethics
Your financial information is handled discreetly and can be protected by a signed agreement.
-
From SMEs to large projects
Experience ranging from SMEs to investment projects of over USD 100 million, such as the Pardo 200 mixed-use project.
Services for every financial decision
Eight service lines to organize, plan and grow your business. Accounting support is optional.
Business valuation
What your company is worth for a funding round, a purchase or sale, a succession or bringing in partners.
See service
Selling a business
We prepare the company, the price and the negotiation to sell a stake or the entire business.
See serviceFinancing and working capital
Finding the right source and building a solid file for banks, funds or investors.
See service
Revenue and cost optimization
A financial review to find margin leaks and free up cash.
See service
Strategic advisory and governance
Business model, annual operating plan, Balanced Scorecard and strategic risk control.
See service
Financial audit
A full picture of your finances, benchmarking against your industry and bank debt restructuring.
See service
In-house training
Strategic planning workshops and the Finance for Non-Financial Managers program for your team.
See serviceBenefits
What your company gains with an outsourced CFO
More clarity for management, better conversations with banks and investors, and a plan that gets delivered.
Let’s talk about your case
- 01
Clarity over your cash
You know how much money you will have, when and for what, before committing to payments or investments.
- 02
Better financing terms
You go to the bank with forecasts and supporting evidence, which strengthens your position when negotiating rates and terms.
- 03
Healthier margins
We identify which products, customers or costs erode profitability and what to do about them.
- 04
Faster decisions
Management and partners decide with well-organized information, without waiting for the books to close.
- 05
A plan that gets executed
An operating and investment plan with regular follow-up to correct course in time.
Success stories
Projects and companies we have supported
From large-scale projects to companies that organized their liquidity and investment plans.
FAQ
Questions? We have answers
If you can’t find what you’re looking for, browse all the questions or message us to talk about your case.
See all questionsWhat does an outsourced CFO do?
They take on your company’s financial management without the cost of a full-time executive, planning, controlling and supporting your investment and financing decisions.
How is Next Strategy different from my accountant?
Your accountant handles taxes and records what has already happened. We act as your financial leadership (CFO): we forecast the future and help you secure financing.
What kinds of companies do you work with?
Owners, managers and shareholders of small and mid-sized companies, as well as investors who need to appraise projects.
How do you protect my company’s information?
All information is handled confidentially, and this can be formalized with a non-disclosure agreement before we start.
Blog
Ideas for making better decisions with your numbers
Practical articles on cash flow, financing and valuation for owners and managers.
Read articles-
How to forecast 12 months of cash flow without endless spreadsheets
A simple way to anticipate tight months and decide ahead of time.
-
What a bank reviews before approving a loan for your business
The metrics and documents that carry weight in the assessment, and how to prepare them.
-
What is your company worth? Three methods, in plain language
What you should know before selling, bringing in partners or planning a succession.
Memberships
Part of business networks
We take part in communities that connect companies and strengthen the business environment.
BNI
Business networking organization built on referrals.
Lima Chamber of Commerce
Peru’s business association (CCL).
Let’s talk
Book a meeting
Tell us about your situation and we’ll get in touch to set up a meeting.
