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.
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.
Recent Project Highlights
Family Business Valuation and Stake Sale
We recently had the privilege of assisting a client—a CFO of a renowned bakery — navigating a complex dispute with other shareholders. Our client sought to exit the family business and secure the best possible price for her stake. Drawing on a prior valuation report from a leading Big 4 firm, our team meticulously analyzed the report alongside the bakery's most recent financials.
Our deliverables included recommending a fair price based on our analysis, crafting persuasive arguments to support a higher valuation, and identifying potential counterarguments from other stakeholders. We provided comprehensive guidance on how our client could effectively address those counterarguments, culminating in a well-structured letter to the shareholders that articulated her case for a higher price.
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Thanks to our strategic support, our client successfully sold her stake for a price exceeding her initial expectations, demonstrating the value of expert advice in high-stakes negotiations.
Empowering Career Decisions for a Hairdresser Entrepreneur
Recently, we had the privilege of assisting a talented hairdresser at a crucial juncture in her career. She was faced with a significant decision: stay at her current company, where she received a salary and dividends from her minority stake, or sell her stake and join a new hairdressing venture as a co-shareholder.
Our team supported her by estimating the potential revenue and costs associated with the new business, highlighting key drivers, opportunities, and risks. We conducted a thorough comparison of cash flows between remaining at her current company and transitioning to the new venture. Additionally, we provided compelling arguments for negotiating higher dividends from her existing company and offered insights on the current fair value of her stake.
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​Our guidance empowered her to make an informed decision that aligned with her career aspirations.
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.
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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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