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Investment and business planning

Goals and Challenges

  • Prepare medium- and long-term business development plans and investment programs, and present them to company management, shareholders, investors and creditors, giving a full reasoning for every proposal
  • Design a financial business model describing the principles of value creation for shareholders and its principal drivers
  • Organize the medium- and long-term planning process ensuring business plans being prepared and executed on a regular basis

What we do

We offer our experience and expertise in addressing complicated aspects of financial and investment planning, building financial models and business plans, and analyzing the feasibility of investment projects.

Our experts have extensive industry experience which enables us to take into account the specifics of a particular company and evaluate the company’s development prospects in multiple scenarios.

We can also assist in establishing a medium- and long-term business and investment planning process based on an automated model using simple and accessible software, such as MS Excel, and/or sophisticated software products, such as Hyperion.

Our approach

Our approach involves four main stages:

Stage 1

We perform an analysis of the company’s current state, its business development strategy, investment program goals and requirements for its investment program. We do this by interviewing the company’s management and staff, and analyzing internal documents and existing management reporting.

One of the main objectives of this first stage is to determine key factors affecting the company’s business value.

Stage 2

A financial model is developed and endorsed. Main business drivers and investment project drivers are identified.

Stage 3

The model is populated with real data and tested for its ability to accurately reflect the company’s operations and business structure. A test calculation of the investment project model is performed.

Stage 4

The model is adjusted according to test results as necessary; medium- and long-term business development projections and the results of the investment project implementation are estimated; and model description and notes are prepared. A business or investment plan can be prepared for a variety of business development scenarios. We can provide presentation material and assist with its presentation.

Elaboration of both medium- and long-term development plans and investment programs is based on identifying and forecasting key factors affecting shareholder value. For this purpose we use Enterprise Value Map™ and Deloitte Industry Print™.

How your business will benefit

Developing medium- and long-term business plans lead to the following outcomes:

  • A financial model of the company’s business development or investment project covering a number of scenarios, based on a software solution chosen by the client.
  • A business or investment plan prepared and designed for presentation to management, shareholders, investors and/or creditors.
  • A full description of the financial model and methodology for business or investment planning, tailored to the specific needs and circumstances of the company.
  • Planning rules and procedures to ensure that business and investment planning processes are carried out regularly in the company.
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