Frequently asked questions about financial consulting and outsourced CFOs
General questions
What Next Strategy is, what an outsourced CFO does and which companies we work with.
1. What is Next Strategy?
NEXT STRATEGY S.A.C. is a company specializing in strategic and corporate financial consulting. We operate as a 365-day strategic partner and outsourced financial leadership (fractional CFO), supporting executives and general managers as they organize, plan, shape and grow their organizations.
2. What does an outsourced CFO do?
They take over your company’s financial leadership, bringing high-level vision at an efficient cost. They plan liquidity, monitor daily cash flow and support your strategic investment and bank financing decisions.
3. How is Next Strategy different from my accountant?
Your regular accountant calculates taxes and reports on the past. We operate as your strategic financial leadership (CFO): we forecast your future cash flow, negotiate financing with banks, optimize costs and structure projects to maximize your business’s profitability.
4. Do I have to hire the accounting service?
No. Our core is financial consulting, valuation and project appraisal. Accounting and payroll management is a complementary service that can be added or not, depending on your company’s needs.
5. What kinds of companies do you work with?
We work with business owners, general managers and shareholders of small and mid-sized companies, especially those facing liquidity challenges or needing bank financing, as well as investors who need to structure large-scale projects and value their companies.
About our services
Financing, valuation, project appraisal and what each service line includes.
1. Can you help us get credit if a bank has turned us down?
Yes. We analyze the reasons for the rejection, clean up and prepare your financial statements, build a corporate credit file and present a sustainable financial structure to the banks.
2. How do you value a company?
We use recognized international financial methodologies (discounted free cash flow and market multiples), modeling different scenarios to support your company’s real value before investors, banks or buyers.
3. What do I need to appraise an investment project?
A description of the project, an estimate of the investment and whatever sales and cost information you have. With that, we build the financial model and the scenarios.
4. Do you offer corporate training?
Yes. We run strategic planning workshops and the Finance for Non-Financial Managers program at your company, tailored to your industry and your own data.
5. We invoice large amounts but have no liquidity. How do you help?
We build a weekly cash flow control map, detect operational leaks, optimize the collections and payments cycle and restructure bank liabilities so that cash flows predictably again.
How we work
How we get started, how we protect your information and how each proposal is defined.
1. How does the work begin?
With a meeting to understand your situation and goals. We then move through four phases (assessment, design, execution and follow-up) with monthly committee meetings.
2. 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.
3. How much does the service cost?
It depends on the scope and duration of the work. After the initial meeting, we send you a proposal tailored to your company.
4. Do you only work with companies in Lima?
No. We serve clients nationwide and internationally (LATAM). We provide strategic financial leadership through a hybrid model, combining remote work with in-person meetings at our Lima office or directly at our clients’ premises when the project requires it.