Financial consulting for companies in Lima and across Peru
Eight financial advisory services for companies that need to get their cash in order, raise financing, invest, determine their value or train their team.
Our services
Project appraisal
The viability of your investment, with a cash flow forecast, NPV, IRR and scenarios.
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Business valuation
What your company is worth for funding rounds, a purchase, a sale or an exit.
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Selling a business
Preparation, pricing and negotiation to sell your company or a stake in it.
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Financing and working capital
The right source and a solid credit file for banks, microfinance institutions and funds.
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Revenue and cost optimization
A financial review to recover margin and free up cash.
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Strategic advisory and governance
Business model, operating plan, Balanced Scorecard and risk control.
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Financial audit
A full picture of your finances, industry benchmarking and debt restructuring.
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In-house training
Planning workshops and Finance for Non-Financial Managers for your team.
See details01 · Investments
Financial modeling and investment project appraisal
Before you commit capital, we build a financial model of your project covering revenue, costs, initial investment, financing and a year-by-year cash flow forecast.
Using optimistic, base and conservative scenarios, we calculate NPV, IRR, WACC (cost of capital) and payback period, and identify the operational risks to mitigate. That way, your investment decision is backed by data.
- Cash flow forecast and financial statements
- NPV, IRR and payback period
- Scenarios and operational risk mitigation
02 · Value
Business valuation
We determine what your company or assets are worth using methods such as discounted cash flow and comparable multiples, adapted to the realities of your industry.
It is the foundation for a funding round, a purchase or sale (M&A), an exit strategy, bringing in partners or a succession.
- A clearly explained valuation report
- A value range with clear assumptions
- Support in meetings with partners or buyers
03 · Transactions
Selling a business
We guide you through the sale of your company or a stake in it, from organizing the financial information to setting the price and terms.
We prepare the documents the buyer will request and advise you during the negotiation to protect the value you have built over the years.
- Pre-sale financial preparation
- Well-organized information for prospective buyers
- Support through to closing
04 · Financing
Financing and working capital for businesses
We find the right source of financing for your needs, whether working capital, asset investment or debt restructuring.
We prepare the credit file with forecasts and supporting evidence, and join you in conversations with banks, microfinance institutions, funds or investors to secure financing tailored to your operations.
- Control of the cash flow forecast
- Credit file and forecasts for lenders
- Comparison of options and costs
- Credit for machinery, equipment and long-term projects
05 · Profitability
Revenue and cost optimization
We carry out a financial review of your operations to identify where margin is being lost, whether in pricing, product mix, fixed expenses or cost structure.
Based on that analysis, we propose concrete actions to improve profitability and free up cash, and we track progress month by month.
- Profitability by business line, product or customer
- Review of cost and expense structure
- Improvement plan with KPIs
- Expense budget and review of incorrect payments
06 · Strategy
Strategic advisory and corporate governance
Together with you, we design the business model, the annual operating plan and the investment plan, aligning sales targets, budget and cash flow.
We implement the Balanced Scorecard and strategic risk control, so your strategy is measured and delivered.
- Business model and annual operating plan
- Balanced Scorecard with KPIs
- Strategic risk control
07 · Assessment
Financial audit and debt restructuring
We take a complete look at your finances: liquidity, profitability, leverage and cost structure.
We compare your metrics with those of your industry (benchmarking) and build a plan to restructure your bank debt and regain control.
We also improve how you analyze and control finances, aligning planning, processes, people, policies and technology with the business.
- Complete financial health check
- Benchmarking against your industry
- Review of financial planning and strategic decisions
- Control processes aligned with the business (people, policies and IT)
- Financial management models with operational risk variables
- Bank debt restructuring plan
08 · Teams
In-house training in finance and strategy
We bring workshops to your company so your team understands the numbers and uses them to make decisions.
We run strategic planning workshops and the Finance for Non-Financial Managers program, tailored to your industry and your own data.
- Strategic planning workshops
- Finance for Non-Financial Managers program
- Content tailored to your company
Take the next step with your company’s finances
We talk through your situation, understand what you need and propose a clear work plan. Do you also need accounting, tax or payroll support with SUNAT (Peru’s tax authority)? We can add it as an optional module.
Book a meeting- Financial focus
- Confidentiality
- Year-round support