In addition to providing complete strategy consulting services, Daleth can also provide you with functional strategy consulting services in a few key areas
Financial Budget & Valuation
As a veteran with a deep understanding of corporate strategy and a long history of dealing with capital markets, Daleth provides both budgeting and valuation services to our clients.
1. Financial Budget
A financial budget is a statement of intent, it shows the financial outcome for the business based on managements current intentions and objectives. Think of the budget as a planned route to a chosen target destination, it is an aspirational goal for the business to aim for.
Financial budget and corporate strategy are highly relevant
2. Valuation
Valuation is the analytical process of determining the current or projected worth of an asset or company. Many techniques are used for doing a valuation. Among other metrics, an analyst placing a value on a company looks at the business's management, the composition of its capital structure, the prospect of future earnings, and the market value of its assets.
Valuation, which usually occurs in private placements, mergers and acquisitions, IPOs, and other activities dealing with the capital markets
Financial Planning
Financial Planning play a crucial role by completing forecasting, budgeting and analysis activities to advise on performance, acting as the trusted business advisors within the organization that work at a more strategic level in order to achieve company goals.
Financial Planning and Analysis’ primary role is to transform the overall company strategy into an integrated annual budget and provide key analysis against the plan to provide insight into business performance.
Financial Planning & Analysis activities supported by the role:
Financial Budget & Valuation
As a veteran with a deep understanding of corporate strategy and a long history of dealing with capital markets, Daleth provides both budgeting and valuation services to our clients.
1. Financial Budget
A financial budget is a statement of intent, it shows the financial outcome for the business based on managements current intentions and objectives. Think of the budget as a planned route to a chosen target destination, it is an aspirational goal for the business to aim for.
Financial budget and corporate strategy are highly relevant
2. Valuation
Valuation is the analytical process of determining the current or projected worth of an asset or company. Many techniques are used for doing a valuation. Among other metrics, an analyst placing a value on a company looks at the business's management, the composition of its capital structure, the prospect of future earnings, and the market value of its assets.
Valuation, which usually occurs in private placements, mergers and acquisitions, IPOs, and other activities dealing with the capital markets
Financial Planning
Financial Planning play a crucial role by completing forecasting, budgeting and analysis activities to advise on performance, acting as the trusted business advisors within the organization that work at a more strategic level in order to achieve company goals.
Financial Planning and Analysis’ primary role is to transform the overall company strategy into an integrated annual budget and provide key analysis against the plan to provide insight into business performance.
Financial Planning & Analysis activities supported by the role:
- Strategic Planning and Budgeting
- Reporting on Key Performance Indicators (KPIs)
- Building and Maintaining Models and Projections
- Forecasting (i.e., cash flow, performance vs. budget)
- Corporate Reporting and Business Analysis
- Supporting setup and management of financial reporting systems
- M&A Transaction Support
- Sales Operations Support and Sales Commission Plan Development
- Communication and Presentation to investors, management and the board of directors