Financial Modelling

Financial modelling is the process of creating a representative model of your company’s performance. Formed using your previous financial results and performance indicators, it provides a useful forecast for future results and can be easily adjusted based on different inputs. A carefully constructed financial model is a key component of a winning business strategy. It can help you attract external funding, determine which marketing activities are working, provide important insights about market share and customer bases, and enable the creation of a realistic budget.

In order for the financial model to provide accurate forecasts that allow for better financial decision making, it needs to be meticulously crafted using the correct data. At WHA, our expertise in financial modelling has helped companies and organisations with efficient planning, reporting and fundraising. Our experienced team utilises a robust and comprehensive methodology, coupled with a transparent construction process, enabling our clients to feel engaged and in control throughout.

We can provide the following financial modelling services:

• Financial Forecasting
  Our models can be used to formulate realistic budgets and determine the overall direction of your business. They can be tailored based on the budget and level of complexity required.
• Strategic Planning
  Models that enable you to set goals and shape business strategy, featuring tools such as dashboards, scenario analysis and reporting packs to help illustrate objectives.
• Transaction Models
  Modelling to assist in corporate deals, with insights into value drivers, quantify risks and returns.
• Operational Change
  We can create models that aid in testing options, assessing synergies, and benefits and inventory tracking benefits.

To find out more about how our financial modelling services can benefit your business, contact us for a no-obligation discussion.

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Mergers and Acquisitions

A merger or acquisition can shape your company’s future overnight, with its prospects, share price and strategy all directly impacted. When carried out correctly, these corporate deals provide a wide range of benefits, from increasing market share and reducing competition to gaining quality staff and supply chain advantages.

There are often significant challenges to overcome, however; unexpected costs, weak due diligence and a lack of transparency can all contribute to the risks involved. Without substantial planning and assessment, you could be in danger of seeing merger and acquisition deals fail after overpaying for target companies or failing to successfully integrate the two companies.

Whatever stage in the process your company is currently at, WHA can help. Renowned for our expertise in corporate finance, our experienced team can help to ensure a smooth transaction, from initial strategy to finalising the deal. We can help businesses across all sectors, with a core focus on providing one-stop comprehensive solutions for SMEs.

Our mergers and acquisitions services include:

• Planning stages
  Setting clear objectives and outlines is essential for successful deals. We can help formulate a winning strategy, as well as organise financials and create marketing materials.
• Due diligence
  Whether you’re on the sell or buy side, thorough due diligence is crucial. We can provide in-depth research to ensure the deal will provide value to your company and mitigate potential risks.
• Information memorandums
  We can prepare compelling information memorandums, as well as effective teasers to gauge or generate interest and ensure a sale at maximum value.
• Transaction assistance
  Our team can help with all aspects of the transaction, including acquisition targeting, capital raising, receiving initial bids and performing negotiations, and setting up data rooms.

If you would like a no-obligation discussion regarding our merger and acquisition services, please contact us.

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Strategic Analysis & Planning

Business planning will look slightly different for every organisation, but for many the primary objective is in connecting with your overall purpose and goals to plan the path ahead.

Whether your business is in its earliest stages, or you have found yourself at a point following a particularly turbulent period, strategic analysis and planning can help you re-evaluate and refocus to determine a clear way forward. This may involve some tough and honest assessments, but rest assured our experienced team is here to help.

We can work with you on the following:

• Company mission and vision
  Defining or reviewing the purpose of your business and what you hope to achieve. This is an essential yet often overlooked process that should act as a driving force.
• Competitive and business analysis
  Conducting internal and external analysis to determine your own strengths, weaknesses, opportunities and threats (SWOT), as well as conditions within the wider business environment and benchmarking competitors.
• Financial plans
  Outlining your financial goals and creating a plan that encompasses where you want your company to be, with expert forecasting and budgeting advice.
• Objective setting, goals and key performance indicators (KPIs)
  What are the key objectives within your business? Ensuring goals are met with measurable KPIs and enabling continual improvement through milestone reviews.
• Internal refinement
  Uncovering insight and understanding from within your business on an impartial basis to provide clarity on resourcing and learn where there may be strains or inefficiencies.
• Outlining and implementing new processes
  Identify, reduce and/or remove obstacles and inefficiencies within the organisation by introducing resilient standards and processes.

Please contact us if you would like to arrange a no-obligation discussion around our analysis and planning services.

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Business Valuations

Obtaining an accurate valuation of your business can be useful or even necessary for a variety of reasons. Of course, if you are planning to sell your business or commit to a merger with another company, this will be an essential part of the process, but it can also be required to secure financing, provide assurance to current stakeholders, value shares, and for tax purposes. Ultimately, knowing exactly what your business is worth allows you to have more control over its direction and make better financial decisions.

With years of experience in corporate finance, WHA can provide an objective and accurate estimate for the value of your business. Our expert team has access to a range of market and transaction data and is particularly adept at providing solutions tailored to the needs of SMEs. We use a range of methodologies to provide an accurate valuation, including discounted cash flow (DCF), asset based and capitalisation of earnings or dividends.

We can provide the following business valuation services:

• Appraisal
  A short-form valuation consisting of financial analysis, multiples analysis and a high-level appraisal of value. It provides useful insight into what similar businesses are currently selling for.
• Indicative
  A more in-depth valuation, spanning 15-20 pages, which is thoroughly researched and provides a valuation estimate as a range.
• Independent
  A full-scale valuation featuring comprehensive market research, multiples analysis, and further verification of financial information across 20 to 30 pages.

If you’d like to have a no-obligation discussion about our business valuation services, please contact us.

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