Tax Strategy & Planning
Personalised tax strategy that minimises liability within the letter and spirit of the law.
Business Strategy & Planning
Valuation, M&A, capital planning and ROI analysis to support the decisions that change the shape of the business.
Overview
How we approach it
We work closely with clients to develop business strategies matched to their goals and constraints. Through disciplined planning and analysis we help identify growth opportunities, mitigate risk and align every element of the strategy with regulatory requirements and industry practice.
Scope
What this service covers
8 deliverables within Business Strategy & Planning, scoped to your entity and transaction volume.
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Business modelling & valuation
DCF, comparable and asset-based valuations with models built to be interrogated.
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Mergers, acquisitions & BTA
Deal structuring, business transfer agreements and post-transaction integration support.
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Capital funding & ROI analysis
Funding strategy, lender and investor documentation, and return analysis on deployed capital.
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Working capital management
Policy, limits and monitoring to keep liquidity aligned with the operating cycle.
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Cash flow management & planning
Medium-term cash planning that sustains stability through growth and seasonality.
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Financial due diligence
Quality-of-earnings and balance-sheet review for buy-side and sell-side transactions.
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Capital budget planning
Capex appraisal, prioritisation and post-implementation review.
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Employee incentives (ESOP / ESPP / RSU)
Scheme design, valuation, accounting and tax treatment for equity-linked incentives.
Also in Corporate Advisory
Related services
Discuss Business Strategy & Planning with our team
Tell us about your entity and where you are today. We will come back with scope, timelines and fees — not a generic brochure.