Business Overview

Existing business

Phase 1:

Preliminary compatibility examination for the investor Preliminary compatibility report for the investor

Phase 2:

Analyzing actual performance of the business based on existing reports. Comparing the business’s actual performance with field data. Feasibility analysis of meeting planned objectives and complying with the company’s investment policy. The resulting reports at this stage include:  Analyzing benchmarking reports, liquidity ratios, profitability and personnel efficiency ratios, etc. In addition, a report summarizing business performance as well as compatibility report as per the client’s investment policy.

Phase 3:

Reviewing the effects of capital investments or additional credit on the company’s stability.

Valuating the business activity

A report integrating all three of the above-mentioned phases in addition to a business valuation.

New Business

Phase 1:

Preliminary compatibility examination for the investor Preliminary compatibility report for the investor

Phase 2:

Benchmarking report

Phase 3:

Feasibility analysis for business plans as well as determining financial and operational significance of reaching objectives. This report reflects whether it is possible for the business plan to be executed as presented and which possible alterations are required in order to reach objectives. The reports received at this stage include: Profit/loss report, Balance report, Cash flow statement, Balance point report Sensitivity analysis and relevant projections In addition, a concluding report presenting a summary of the business plan feasibility assessment, as well as financial, operational and marketing implications will be included.

Additional Services

Valuation for a business action

A company business valuation, assuming the business plan will be implemented including 2 scenarios for not meeting objectives.

Establishing the investment model

Preliminary meeting Assessing the investment plan Determining an investment flow as per objectives set in the investment model Summarizing meeting with a proposal for an investment model Both meetings held in the presence of a senior consultant

Monitoring the progress of preset objectives

A report provided by the company will be reviewed once a quarter (or any other period determined as per the investment model) to oversee the progress of objectives to meet and planning versus executing.

* Each analysis includes one meeting with a business consultant (with the exception of establishing the investment model).

Click here for additional business services.

The analysis takes place at the company offices in Tel Aviv.
If necessary, incorporating a visit to the business itself, including a recommendations report, may be added as an additional service.