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Cooperation models

Final Milestone’s team provides services both in a project form(transaction advisory and analytical projects) as well as in a form of permanent or temporary Board support (Board Advisor, Interim CFO, Interim Vice-CFO, Non-executive director), depending on needs and preferences of our clients.

Model 1 Model 1
Model 2 Model 2
Model 3 Model 3
Model 1 Model 1

Board Advisor | Interim CFO

COOPERATION MODEL

  • Permanent or temporary support for Boards of Directors and/or Owners
  • Board Advisor
  • Outsourcing of services of the Chief Financial Officer (Interim CFO)
  • Strategic support for the CFO (Interim Vice-CFO)
  • Strategic support for owners (Non-executive committee)

SELECTED SERVICES

  • Ongoing support in the evaluation of development projects
  • Ongoing formulation and assessment of development strategy implementation
  • Support in strategic financial management
  • Ongoing analysis of financial and business efficiency
  • Negotiations with banks on optimization of conditions

ADVANTAGES

  • Flexible adjustment of the scope of services to current needs
  • Lower costs than an investment bank
  • Possibility to try out cooperation without any commitment (B2B agreement)
  • Flexible possibility of adding project or analytical services (permanent availability of analytical team)
Model 2 Model 2

Transaction-based projects

COOPERATION MODEL

  • Advisory services related to a specific project (debt, equity, grant)

SELECTED SERVICES

    • Comprehensive process of structuring and organising debt financing (debt advisory)
    • Balance sheet structure optimisation and evaluation of financing, including diversification of sources and structure optimisation
    • Determination of potential for strategic project financing and distribution (recapitalisation)
    • Comprehensive processing of applications for EU grants
    • Comprehensive handling of equity investor acquisition processes
    • Complex support of M&A processes (sell-side, buy-side)

ADVANTAGES

    • Comprehensive support at each stage of the process (complete materials, strategy and coordination of the process, negotiations)
    • An external advisor significantly increases the competitiveness of the process, relieving the company’s financial team at the same time
    • Broad transactional experience of the advisor maximises the probability of success
    • The main part of the remuneration depends on the success of the project (success fee)
Model 3 Model 3

Analytical projects

COOPERATION MODEL

  • Advisory services related to a specific task / analytical assignment

SELECTED SERVICES

    • Valuation of enterprises and investment projects
    • Preparation of complex financial forecasts according to the bank’s/investor’s expectations
    • Profitability and risk analyses of investment projects
    • Preparation of materials for financial partners
    • Comprehensive evaluation of enterprise risk

ADVANTAGES

  • No long-term commitments
  • Analytical tasks (e.g. preparation of forecasts) supported by thorough verification of assumptions, taking into account the perspective of financial institutions
  • External advisor increases objectivity of analyses and their perception in the eyes of financial partners
  • Flexible scope tailored to the needs of the company