Strategic Advisory

Starting at

$

10,000

/mo

About this service

Summary

Advisory document deliverables typically vary depending on the scope of the engagement, industry, and client needs. However, they generally fall into a few key categories:
1. Strategic Reports
• Market Analysis Report – Assessing industry trends, competitors, and opportunities.
• Feasibility Study – Evaluating the viability of a project or investment.
• Business Plan – Comprehensive strategy document for new ventures or expansion.
• Policy & Regulatory Analysis – Impact assessment of relevant regulations.
2. Financial & Investment Advisory
• Investment Strategy Document – Portfolio allocation, risk management, and return expectations.
• Financial Modeling & Valuation Report – DCF, comparable company analysis, and financial projections.
• M&A Advisory Report – Deal structuring, target identification, and due diligence findings.
• Capital Raising Proposal – Investor pitch deck, term sheets, and funding strategy.
3. Operational & Risk Advisory
• Operational Efficiency Report – Identifying inefficiencies and recommending process improvements.
• Risk Assessment & Mitigation Plan – Evaluating potential risks and strategies to mitigate them.
• Compliance & Governance Framework – Best practices for corporate governance and regulatory compliance.
• Technology & Digital Transformation Strategy – Roadmap for technology adoption and integration.
4. Implementation & Execution Support
• Project Management Plan – Milestones, responsibilities, and execution timeline.
• Change Management Framework – Strategies to transition teams and processes effectively.
• Performance Monitoring & KPI Reports – Metrics to track progress and success.
5. Presentation & Executive Briefings
• Executive Summary Report – Concise insights and recommendations for decision-makers.
• Board Presentation & Stakeholder Reports – Tailored presentations for senior leadership.
• Workshops & Training Materials – Sessions for internal teams to ensure alignment and knowledge transfer.
Let me know if you need a more tailored breakdown!

What's included

  • Advisory document

    Advisory document


Skills and tools

Business Analyst

Business Consultant

Business Strategist

HubSpot

HubSpot

Looker

Looker

Industries

Asset Management