Our team of experienced financial advisers provides comprehensive support in business planning and financial forecasting, tailoring each solution to our clients' objectives and the stage of their business development.

We assist clients with:

  • preparing short-, medium-, and long-term financial forecasts;
  • developing business growth scenarios, preparing the related financial analyses, and comparing alternative scenarios;
  • designing financial models of varying complexity in accordance with the client's specific requirements;
  • preparing structured and professionally presented business plans.

The scope of our services is always tailored to the specific purpose for which the business plan or financial forecasts are being prepared. They may be intended for internal use by management and shareholders to support decision-making or for submission to external stakeholders, such as banks, government institutions, investors, or business partners.

We carry out every business planning engagement in close cooperation with our clients' key personnel. By combining our clients' knowledge of their industry, business operations, strategic objectives, and vision with our expertise in financial analysis, modelling, and forecasting, we ensure that the resulting business plans are not only methodologically sound but also practical, realistic, and fit for purpose.

At the client's request, we also provide independent expert opinion on business plans, financial forecasts, and financial models prepared either by the client or by third parties. Such independent assessments are often required by external stakeholders, including government authorities in connection with public funding or loan applications, as well as lenders and investors.

Financial planning requirements vary significantly depending on the industry, the company's stage of development, and the expectations of lenders and investors. We help each client identify the most appropriate planning approach and provide support throughout the entire planning process.

Depending on the objectives and complexity of the project, our engagement teams may include not only financial and business advisers but also tax, legal, construction, technical, and industry specialists. This multidisciplinary approach enables us to prepare high-quality, well-substantiated, and reliable business plans that deliver maximum value both to our clients and to any intended external users.

Get in touch

Aleksandrs Vellers

Partner, Head of valuation and financial advisory department