strategic-advisory

What problem does it solve?

This Skill provides expert guidance on critical strategic financial decisions, helping C-corporations navigate mergers, acquisitions, ownership transitions, and optimize their capital structure and advisory pricing.

Core Features & Use Cases

• M&A Due Diligence: Guides through the phases of M&A diligence, quality of earnings adjustments, and transaction structuring.
• Succession Planning: Offers valuation approaches, buy-sell agreement structures, and transition paths for ownership changes.
• Compensation Benchmarking: Establishes reasonable officer compensation using IRS frameworks and market data.
• Insurance Adequacy: Reviews and identifies gaps in core and specialized business insurance coverage.
• Debt Covenant Compliance: Monitors and advises on meeting financial covenants in loan agreements.
• Advisory Pricing: Provides models and benchmarks for pricing consulting engagements.
• Capital Allocation: Framework for optimizing reinvestment, acquisitions, distributions, and compensation.
• Use Case: A closely-held C-corp is considering selling. This Skill can help them prepare by valuing the business, structuring the deal, benchmarking executive pay for audit defense, and ensuring adequate insurance is in place.

Quick Start

Use the strategic-advisory skill to analyze the quality of earnings for a potential acquisition target based on provided financial statements.