Our Services
Our Services
At Square One Advisors, we are dedicated to providing top-notch corporate finance services to help businesses navigate today's ever-changing economic landscape. We understand that every company is unique, and that's why we tailor our services to meet the specific needs of each of our clients.
Our services include:
Financial Model & Business Plan Preparation:
We assist in the preparation of robust financial models and comprehensive business plans. We understand the importance of regular updates and that's why we work closely with our clients to ensure that their plans remain current and relevant.
Financial Restructuring:
We assist companies in loan origination, refinancing, and debt restructuring to help them achieve their financial goals. Whether a company is facing financial difficulties or looking to grow, we work closely with management to develop a plan that is tailored to their specific needs.
Valuation:
We provide independent valuations for a variety of purposes, including financial reporting, tax, transactions, and internal decision-making. Our team of experts have the knowledge and experience to provide accurate and reliable valuations for companies in a variety of industries.
Business Plan Preparation and Financial Modeling
We create business plans and financial forecasts for SMEs using a model that helps your company in several key areas.
Comprehensive business plans support and align Management to organizational goals, helping them visualize targets while providing them with a dynamic blueprint informing how to achieve and sustain them.
It’s a way to tell a company’s story through numbers, answering questions like:
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How will the company grow?
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What are the target audiences?
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What is the market or competition doing differently?
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What will we do to achieve our stated goals?
A strong business plan enables better understanding by clearly identifying business drivers, risks, and opportunities based on the current business model, industry assumptions, and future plans.
Detailed business plans with complete financials are suitable for sharing with high-stakes partners and investors, supporting companies in raising debt, restructuring, refinancing debt, and equity fundraising.
For companies engaged in capital raises or preparing to sell the business, the business plan substantiates valuations, opportunities, and risks to help investors and governance teams make critical decisions.
Top-Tier business plan deliverables include a financial model and financial forecasts, supporting long-range financial and business planning as well as opportunities for expansion and growth.
Valuation:
We provide independent valuations for a variety of purposes, including financial reporting, tax, transactions, and internal decision-making. Our team of experts have the knowledge and experience to provide accurate and reliable valuations for companies in a variety of industries.
With Square One Advisors, you can rest assured that you have a partner that will provide the guidance and expertise you need to take your business to the next level.
Three-Tiered Services
Not all business plans are created equally. While the ultimate goal is to articulate key aspects of the business model and establish a blueprint for future growth, the destination determines the structure of the plan and the details it contains.
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Tier One
Deliverables focus on a simple business plan, a simple set of financial forecasts, and a straightforward financial model, intended for internal decision-making purposes only. Since the plan is not intended for external stakeholders, it does not include the level of detail required for an externally facing presentation.
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Tier Two
Includes all deliverables in Tier One, plus a brief visual presentation and summary report to share with select stakeholders and provide talking points to support strategic planning activities.
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Top Tier
A comprehensive and highly detailed business plan, report, and financial model, suitable for discussions with potential investors, lenders, shareholders, or equity partners.
Let’s discuss your plan through our visionary lens.
Additional Services
You’ve completed your business plan – what’s next?
Square One Advisors offers a range of additional, complementary services to enhance the value of your business planning and financial modeling. Your plan illuminates the big picture, which may inform the need for greater detail and restructuring to address all possible outcomes.
Services include:
Business valuation/revaluation
Corporate restructuring
Capital raising
Exit strategies
Mergers and acquisitions
Succession planning
Family office services
Your Most Pressing Business Problems: Solved
Business plan creation is the core of our business model. Our decades of experience in finance and advisory capacities put us in a unique position to identify complex issues that are impeding your growth and apply solutions that effectively remove the obstacles.
Case Study: Supporting the Transition from Employee to Equity Partner
Our client was a career hairstylist at a critical juncture in her career. She had an offer to join a new salon venture as a co-shareholder, but would be required to sell a minority stake in her current salon to take advantage of the opportunity.
Though there was much excitement about the new business, without accurate financials and forecasting, giving up what had been a comfortable living seemed like a risk.
Square One Advisors provided the following services:
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Forecasting potential revenue for the new business
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Highlight key opportunities and risks
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Provide a comparative cash flow between the existing and the new venture
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Provided compelling arguments to help negotiate higher dividends from the existing business
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Offered insights into the fair valuation of her stake
Success
Based on our forecasts and reports, our client was able to make an informed decision about her future.
“The Square One team took the time to understand my goals and concerns and was able to provide me with a data-driven report that gave me the confidence to negotiate my worth and move forward with this life-changing decision.”
Case Study: An Exit Strategy Beyond Initial Expectations
A CFO of an established, successful family bakery was seeking an exit and wanted to secure the best possible price for selling her stake in the business.
The family had previously worked with a Big Four firm, which had crafted a report and valuation based on the bakery’s most recent financials.
Square One analyzed the report and identified a rationale to support a significantly higher valuation.
Services provided included:
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Crafting compelling arguments to support the higher valuation
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Identifying and addressing potential counter-arguments from other stakeholders
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Coaching the client on how to approach these counter-arguments
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Recommend a fair price for the partner’s stake
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Producing a compelling letter to shareholders that substantiated the request for a higher valuation
Success
Our client successfully sold her stake in the company for a price that exceeded initial expectations and offers.
“Square One’s strategic support was integral to these negotiations, which were even more complicated because it involved family. The stakes were high, but the team delivered on every point! The result was amenable to everyone, and we are all better off for Square One’s expertise.”
Who We Serve /
Who can benefit from our services
At Square One Advisors, we serve a wide range of clients globally, including small and medium-sized businesses (SMEs), large companies, and other advisory firms.
Our services are tailored to businesses that are looking for cost-effective and flexible corporate finance solutions. Our clients include SMEs that want to take advantage of our low-cost and flexible services, companies that wish to outsource or subcontract such services, and big advisory firms looking to optimize profitability.
Contact Us
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