FP&A - Financial Planning & Analysis
FP&A brings together a set of sophisticated analytical and statistical techniques that allow for the precise calculation of the company's state, the forecasting of its future, and thus the precise establishment of objectives, final and intermediate states sought, strategies and related procedures to be implemented, budgets and resources to be allocated, deadlines to be planned, and profits to be expected.
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FP&A anticipates and resolves problems, and controls risks. FP&A identifies opportunities early and capitalizes on them to the fullest.
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​FP&A is a valuable tool for decision-makers concerned with quantifying the probabilities of success, and forecasting impacts & risks, prior to selecting the choices that will determine the future of the company.
Management Control
Your company exists. We analyze its operations and profitability continuously or via regular and detailed audits. Then we establish the tools and techniques for 360-degree monitoring, ensuring performance and sustainability.
Business Plans
You have a project. We analyze your "Business Model", and together establish the ad hoc documents (P&L Forecast & Targets, Valuation and Investor Prospectus, etc.) describing your detailed vision, your profitability objectives, the required investments, the expansion steps and deadlines.
Development Management
Your company exists and is thriving. It's time to consider developing new activities (new product lines, partnerships, markets, expanded geographic reach, etc.). We analyze the initial situation and establish your medium-long term development strategy through various detailed and quantified scenarios.
Corporate Strategy & Finance
Your company exists and is thriving. It's time to consider external growth, for example through a holding company. We analyze the current situation and establish your strategy for equity investments, acquisitions, mergers, and exits.
360 degrees of competence
Resolution, Design, Execution
The 3 areas of application:
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Skills: The company lacks the internal skills and expertise required for a specific need to task.
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Resources: The company possesses the expertise, but not the necessary human resources.
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Expert Validation: The company has the knowledge and resources. However, management desires an external and independent opinion.
Responsiveness, Proactivity & Relevance
The 3 contexts :
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Emergency: The crisis has been declared. It is sudden, undetected beforehand, and requires the appropriate response.
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Short/medium term:
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The crisis is anticipated but not certain; it requires further identification and/or resolution, or
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The project is in the preparatory phase and requires validation and operational design.
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Medium/long term: Together, we prepare the company's future in complete serenity.
Anticipation in serenity
Dedicated Consulting
Tailored support for increased efficiency
​The Sine Qua Non :
Managing your business requires accurate, comprehensive, and rapid assessments and solutions.
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The "Dedicated" service consists of continuous and ongoing monitoring, with the level of detail depending on the agreed-upon package.
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The Benefits: "Better, Faster, and less expensive"
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Increased Reliability: A thorough understanding of your business over time, ensuring the solution that truly meets its needs.
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Responsiveness: Crucial time savings in the event of a crisis or when an opportunity arises.
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Peace of Mind: Constant monitoring helps prevent crises and generate opportunities.
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Proactive Planning: Early preparation for developments that will generate tomorrow's profits.
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Profitable Investment: Optimal ROI of the service over the medium to long term.
360 degrees of integration
Our first steps together
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Introduction: Understanding the mission, the company, and its internal operations.
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Data: Collection, consolidation, and verification of available data, and research into data not readily available.​
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Modeling: Definition of KPIs and appropriate operational mathematical models.
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Initial Verdict: Results of the initial audit on the company's current state, its strengths & weaknesses, its real potential and prospects.
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Objectives & Forecasts: Development of initial scenarios outlining projections, objectives, planning, resources, and budgets.
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Optimization: Verification, validation, and prioritization of the pre-selected scenarios.
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Final Selection & Validation: Action plan finalized and approved.​
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Launch & Execution: Tools implementation, monitoring, regular debriefings, and continuous adjustments.
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We provide support at your discretion, based on the agreed-upon timeframe allocated to the mission.
Becoming your partner
After an initial period dedicated to gaining a thorough understanding of the company, we may offer, above the traditional standard fixed retainer fees compensation system, Participatory Compensation Plans, up to direct investment.
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As relationships develop and trust is established:
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Success Fee: A portion of the compensation is contingent upon the achievement of agreed-upon objectives; we invest in and commit to your success.
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Corporate Sharing: A portion of the compensation is in the form of shares and/or options convertible under certain conditions; as trust grows, we bet on and take risks on your success.
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Direct Equity Investment: Recognizing the value and potential, we directly cash invest in your success.​
Participatory Compensation Schemes
Ready to accelerate your business?
Your growth begins here.
​During an initial consultation, we get to know each other, discuss your needs, and determine the appropriate service and plan.
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Following this, a quote is prepared for your approval.
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Your acceptance and payment of the agreed-upon initial fees mark the proper beginning of the services.
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Together, we build a solid foundation for a promising future!