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ACTIVITIES AND SERVICES
AUDIT AND CHECK UP OF YOUR FIRM
- Customer base analysis and related professional mandates
- Analysis of the services and activities offered
- Analysis of internal organizational structure and human resources
- Analysis of the firm's budget
Result of the Firm's Audit-Check Up and discussion with Management - Proposal Strategic Plan for Change
As a first step it is necessary to proceed with a detailed analysis of your reality through an Audit-Check Up which allows you to have precise data relating to the type of customers and the services offered to them, the internal organizational structure and mapping of the resources dedicated to services and customers, analysis of the financial statements, discussion of the results with the Management. The second step is to find a Strategic Change Plan that allows new results to be achieved.
ACTIVITIES AND SERVICES
PLANNING CONTROL AND PROCEDURES
- Planning and control
- Management analysis and control
- Internal Reporting Tools
- Timesheets and activity reporting systems
Study Processes and Procedures - Elimination of non-value-added activities
- Reduction of error risks and professional risks
In order to achieve new results through the Strategic Change Plan it is necessary to "think like a Company" by setting up Planning and Control and Internal Procedures aimed at the implementation of new processes and the management of cultural change.
M&A AND EXTRAORDINARY OPERATIONS WITH OTHER PROFESSIONAL FIRMS
ACTIVITIES AND SERVICES
- Facilitator and Mediator
- Analysis of the reasons and objectives that push the parties to the transaction
- Audit-Check Up and Evaluation of the Study
- Contracts and tax planning
- Support in the pre - during and post transaction phases
The sale and aggregation operations of Professional Firms - STP, Professional Firms mergers and acquisitions, but also transformations and aggregations, and even partnerships, collaborations and network contracts, are becoming the order of the day for various reasons, not least the profound digital transformation which is also happening in the professional studies and consultancy market in general. Thanks to my experience in various organizations and structures in Italy and abroad, I can help your company find "the right size", reorganize itself, face a generational transition, and position itself better on the market. To do this, good preparation for the transformation through an analysis of the reasons and objectives that drive the change, and a correct evaluation of the firm are prodromal steps to a successful outcome of the operation.
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