Business Plan is key, it represents a fundamental roadmap to develop your new business or project.

Our model is highly detailed and includes information on all aspects of the business: The industry, marketing, finance, personnel and various operating procedures. It helps the organization to create an effective strategy for growth, to determine your future financial needs, and to attract investors (including angel investors and VC funding) and lenders.

Our methodology is based on market analysis and operating assumptions, which will be defined together with the company and through market research, macroeconomic scenario, competitors and potential customer demand.

We prepare analysis based on competitors’ position, their pricing, marketing strategies and competitive differentials and use this information in a 5-year Financial Model, including performance indicators, IRR, ROE and Payback.

The Business Plan report is created using detailed information such as SWOT, Market Forces, Marketing Strategy, Margin Analysis, Product or Service Cost Formation, Pricing, expense analysis, investments in CAPEX, among others.


Budgets are an integral part of running any business efficiently and effectively, it is an important process for the company’s medium and long-term planning and control. It is the main commitment to results, and for this, the company needs to define its assumptions, possible macroeconomic scenarios, sales growth targets, market penetration, investments and expenses.

Our methodology is based on helping companies with the above definitions, in addition to developing budget reports and monthly follow-ups, monitoring whenever necessary, so that Sales and Costs commitments are achieved, and direct and indirect expenses are controlled.

These assumptions are related to projected sales trends, cost trends, and the overall economic outlook of the market, industry, or sector. Specific factors affecting potential expenses are addressed and monitored.

We develop the budget for all the different subsidiaries, divisions, and departments within an organization, and it get rolled up into the master budget, which also includes budgeted financial statements, forecasts of cash inflows and outflows, and an overall financing plan.

In addition to the annual budget, we help to create a 5-year plan, establishing a clear guideline of where the Company intends to go, considering an optimistic scenario and a conservative scenario as well.


Key performance indicators (KPIs) help determine a company’s strategic, financial, and operational achievements, especially compared to those of other businesses within the same sector.

Control its goals and objectives are key, so the company needs reports and KPIs in order to monitor its objectives, and draw corrective action plans throughout the period, whenever necessary.

Our methodology is based on understanding the main objectives the company needs to manage so we can propose the best reporting models and KPIs.

These reports and KPIs can be monthly or quarterly, by total company, business unit or department, and individual as well.

In addition, we help the company with financial statements and closing the books on the fifth business day. The sooner the company has their books closed, the better.


Investment analysis consists on the application of financial and accounting techniques, in order to identify the feasibility of applying capital to the company at a given time and project. Thus, it is necessary to be cautious and use the right methods so that managers can have the best decision making.

Our methodology takes into account the risks involved in the project, whether those of an economic or marketing nature. It examines how specific variables are impacted in response to changes in other variables and it is used to predict the results of a decision in response to a certain variety of variables.

Another important point is the analysis carried out after the acquisition of the project.

Doing that, we are able to estimate the return obtained on the project – positive or negative – and the company can easily identify the financial reality of the project, making a comparison on actual vs predefined outcomes.

As a result, if the outcome is not favorable the company will be able to create and put in place action plans to reverse the situation and solve the problem quickly.