Financial Advisory

Clearhouse Financial Advisory

Our Financial Advisory and Valuations team provides independent and objective advisory services across a full spectrum of valuation disciplines. Our experienced team offers deep industry knowledge, exceptional analytical skills, and a commitment to efficient, cost-effective execution.

 

We pride ourselves on building strong client relationships, understanding their unique challenges, and providing customized solutions. As a growing team, we are constantly expanding our expertise and service offerings to meet the evolving needs of our clients. Our team strives to ensure efficient, insightful, and timely analysis that delivers objective and practical solutions, helping our clients achieve their strategic objectives.

Here are some of the things that Our financial advisor  can help you with:

Financial Modelling and Business Planning

For your business planning and budgeting needs, our team is able to prepare fully integrated financial models that are in compliance with FAST standards, ensuring ease of use, understanding and transparency in our approach.
We will work closely with you to understand the target entity’s financial and reporting structure, and develop an integrated 3-statement model that given you a comprehensive view on various aspects of the business.
 
We can also build in scenarios and sensitivity analyses to give you a better understanding on the business value’s susceptibility to changes. Further, we can also build in valuation tools to help you understand the impact of your forecasts on long term business value.

Fairness Opinions

Complex transactions like mergers, acquisitions, divestitures, and leveraged buyouts involve a large number of stakeholders, with minority shareholders often in a disadvantaged position given their lack of access to information. A fairness opinion provides an independent and objective assessment of the financial fairness of the proposed terms to the relevant parties.

 

Our experienced team conducts thorough financial analyses, considering various factors such as valuation, market conditions, and transaction structure, to deliver well-supported fairness opinions. These opinions provide valuable support to boards of directors, special committees, and other fiduciaries in fulfilling their duties and peace of mind to minority shareholders.

Quality of Earnings Analysis

Given the complexities of modern day reporting anda accounting standards, a Quality of Earnings (QofE) analysis is a critical component of due diligence in mergers, acquisitions, and other significant transactions. Our QofE services provide an in-depth review of a company’s financial statements to assess the sustainability and reliability of its reported earnings. Our analysis includes:
  • Identifying and normalizing non-recurring or unusual items that may distort reported earnings.
  • Analyzing the apprpriateness of revenue recognition policies and practices .
  • Evaluating the quality of working capital and its impact on cash flow over time.
  • Assessing the impact of accounting policies and estimates on reported results.
  • Analyzing key performance indicators (KPIs) and trends and the businesses performance on these standard over time.
We utilize a rigorous and objective approach to provide a clear and concise report that highlights the true quality of a company’s earnings, helping buyers and investors with informed decision-making and negotiation.

Transaction Support

Capital transactions, such as raising funds from a bank, a share sale or an outside business acquisition of sale can often be a time consuming, challenging and sometimes business disrupting process. Navigating such complex processes requires experienced guidance and strategic insight. Our transaction advisory services provide comprehensive support throughout the entire transaction lifecycle, helping clients maximize value and minimize risk.

 

Our expertise spans the entire transaction lifecycle, including initial valuations, transactions memorandums, quality of earnings analysis, deal and tax structuring, negotiation and closing. We work close with our clients to understand their specific needs and objectives, providing tailored solutions that deliver tangible results, focussed on maximizing value and taking the stress away from a transaction 

Feasibility Studies

We conduct comprehensive feasibility studies from a commercial perspective to assess the viability of proposed projects and investments. Our analysis evaluates market demand, competitive landscape, financial projections, and operational requirements to determine the potential for success.

We work closely with our clients and their technical advisors to gain a strong understanding of the project and its vision and prepare a comprehensive financial model to showcase the outlook for the project. This is then supported by a comprehensive report which can be an instrumental tool for raisning funds from banks and investors alike.